Add a Language or a Classification to a group of people at once.

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1 Companion Future Releases This document contains information regarding Future Developm ent for HomeTrak Companion software. Document creation date: Nov. 30, FUTURE DEVELOPMENT Mass Update Module: Mass Update Module is for updating information across multiple people. (This is currently a restricted option in the system; an appointment will need to be booked with HomeTrak Support for help using this feature). Update Billing and Payroll options, including: Remove relationships from people (Emergency Contacts, Managers, etc.) This is useful for cleaning out old relationships on Deceased or Archived clients for example: Add a Manager or an Organization to a group of people. Add a Language or a Classification to a group of people at once. Remove all Languages or Classifications from people. Update Client "Uses Telephony" option. Caregiver Module: Live Support Known Issues Future Release Patch Notes FAQ Webinars After-Hours Support Release Notes Release v Release v2.10 Release v2.00 Release v Release v1.40 Schedule Length - New Feature in the Caregiver Module that can be used to indicate what length of schedule a caregiver is willing to work. You can use this to indicate a maximum and/or minimum length of schedule a caregiver is willing to work. New option under the Application Menu in the Caregiver Module to show all schedules that have Warnings and Errors for the currently selected caregiver. Can now Multi-Add Qualifications to a Caregiver. Call Types: Call Types can now be given a Status which will help differentiate between Active, Inactive and Office-Use call types. On Calendars, when in the "Detailed" style view, if the Call Type Status is not "Active" the status will be shown in front of the name of the call type. The tool tip that appears when the mouse pointer is hovered over a schedule shows the call type status next to the name of the call type. On Calendars, when in the "Bubble" style view, the schedule's background will be displayed in a slightly different style for Office Use 1/10

2 and Unavailable call types. If a new schedule is being created with an "Unavailable" call type and it conflicts with other schedules for that Caregiver, it will remove the caregiver from those other schedules. This behaviour will work a lot like "non-visit" schedules in the old HomeTrak v7.1 (The preferred way of handling available/unavailable time is to use the Availability feature, however if you wish to schedule and pay for vacation or non-paid time off through Companion, you can use this). Inactive call types will be listed last in any call type drop-down and identified by a different icon. Call Types now can be given a short code (at the Agency Office level) that can be shown on the calendars (in the "Bubble" style) to help visually indicate the Call Type of a schedule on the calendar. Authorizations: Can now clone authorizations. Cloning an authorization will copy the authorization and its details, changing the start date of the new authorization to the current date. Recurrences based on the authorization will also be copied and tied to the new authorization. This will make it easier to change the call type for type of work performed and keep the same scheduling pattern. The old auth. can be closed as of certain date and then cloned, with the new auth, starting on the same date. All recurrences will automatically be copied. The cloned authorization will automatically be opened for editing when cloned. When regenerating a recurrence, the system will now identify and show isolated occurrences that were not updated, if there are any. Schedules and Calendars: When editing a schedule, it will indicate if the Caregiver on the schedule has no Pay Rates attached to them. (Note that this doesn't check for office-level pay rates; users can ignore this if they use office level rates). The Schedule edit screen has a Finalize button on the ribbon which can toggle the schedule. Schedules in the "Detailed" style view will now show an icon indicating if the schedule has expenses/extra charges. When copying and pasting a schedule that has a Note on it, Companion will now prompt whether you want to include the note on the copied schedule. When adding a new schedule, if the Client only has one valid authorization on the date of the schedule, that authorization will automatically be selected. If there is more than one valid authorization, then no authorization will be selected by default and one must be chosen. This should make scheduling faster and easier for clients that only have a single authorization. Better tracking of Schedule Status. A new set of statuses for Schedules better shows the progression through actual hours and billing and 2/10

3 payroll. This status shows in the schedule Detail panel, Unfinalize and Daily Schedule's grids. The new statuses better indicate schedules in various states of having Billing and Payroll calculated and/or posted, and better identifies Completed No Bill/No Payroll schedules. This is an improvement to the existing "Current State" column in the Daily Schedules grid. Minor change to the grid in the Actual Hours Module to show blanks instead of zero for the various extra charges where there is no extra charge record for that type. This will make it easier to spot extra charge records that exist but have a zero amount or units. There is also a slight performance benefit to the change. Extra Charges columns are now included in the Finalize grid. New scenarios in the Un-finalize tab in the Finalize module to show schedules with calculated billing or payroll, completed No Bill/No Pay schedules and schedules with posted records. Double-clicking on most items in the "Please Review" panel on schedules (Warnings and Errors) will display more information related to the Warnings and Error (if applicable - some Warnings like "No Caregiver Selected" have no additional relevant information to be displayed). Time picking controls now have an option that will automatically select the current time. (Note that the hot-key " * " will do the same thing). When appending Pending records to a Caregiver for a Schedule, the Event ID of the schedule is displayed on the screen for easy reference when contacting the caregiver. Billing Hours per week Pop-up over calendar days now includes a breakdown by Authorization. New feature on calendars to highlight schedules that have warnings or errors. The new feature can be found under the application menu of the different calendars. The new feature can be toggled on and off - by default it is off. When using the "Bubble" style view of the calendars, warning schedules will be highlighted in red. When using the "Detailed" style view of the calendars, warning schedules will feature a warning icon. Printed or ed calendars will now indicate the date and time they were generated. When ing calendar schedules to people individually, the can be reviewed and edited before sending. (Only individually, not for " All"). Calendars in the DropBox export now include Pending Caregivers in the schedule details. Added options to completely hide or show the various panels on the right and bottom of the Calendar windows to provide more screen real 3/10

4 estate on smaller screens. Can set Date-Specific Availability directly from the Calendars in Day view. In Agency Office Module under Date and Time Settings a new option has been added to override the Start of Week for Calendars, for offices that have different start of week for Billing/Payroll purposes but want to still view the Calendars in a Sunday to Saturday layout. "Day of Week" and "End Time" (for both Scheduled and Actual) are now optional columns that may be added to the Daily Schedules grid using the Column Chooser. Caregiver Suggestion: Filter Options There is a new filter option that can filter out Caregivers that have preferred schedule lengths that don't match the current schedule. File Menu Nearest Caregiver to Event - calculate distance and travel using Microsoft MapPoint (if installed) and suggest the top 10 closest caregivers to the Client's Address. Suggest for Recurrence - check for caregiver availability for all schedules on this recurrence for a given number of weeks forward. Suggest for Authorization - check for caregiver availability for all schedules on this authorization for a given number of weeks forward. Fill open schedules with selected caregiver - fill all open schedules for this client for a given number of weeks forward with the currently selected caregiver on the suggestion screen. Referrals: Added the ability to specify the organization of the Referrer when adding a Referral Source. You'll be able to pick from the organizations attached to the referrer. If the referrer only has one Organization. Added the organization of a Referral to the Basic Information panel. Added the ability to add a new person to the Contact Module while adding a Referral Source (new button on Quick Access menu). Added the ability to relate a Contact/Referrer to an organization when adding a Referral Source (new button on Quick Access menu). Telephony Module: Adding the ability to use Task Sets. Task Sets can be setup in the User Defined module, Master List 2 tab. Adding the ability to use Breakout E-TimeCards. Auto-Fixing E-TimeCards. Auto-Cancellation of old ETimeCards. Back to back schedules will be now able to recognize a single start of 4/10

5 call visit and single end of call visit. Billing and Payroll: Added a "Send To" override to Billing and Payroll options for Clients and Caregivers. Any person related to the client cab be chosen, and their name will appear on the Invoice. Use for third-party payers as an alternative to creating them in the Payer module. The updated v7.1 to Companion migration process will now migrate third party payer's names from version 7.1 into this field instead of creating them in the Payer module. If you have Microsoft MapPoint installed, the Calculate Travel Time and Calculate Mileage functions in the Enter Actual Hours module will attempt to update the distance/travel information from MapPoint before creating the expense records on the schedule. When calculating Billing and Payroll, if any records end up calculating with No Rate, a message will indicate how many records have no rate when calculation is complete. In the Calculated Billing and Payroll grids, any No Rate records will now have bolded and underlined text to better emphasize these records visually. Added tools to validate schedules for missing billing and payroll rates before finalizing and calculating billing and payroll for schedules. These are located on the Finalize Schedules module ribbon, and also under the application menu in the Daily Schedule module. Users will now have the ability to add and delete rate types. Previously they could only edit. Added a new Monthly rate type for Billing and Payroll. New reports added to Billing and Payroll modules to show Billing/Payroll information summarized by Payer/Client or Caregiver and Rate. These are basically generic versions of the ADP EasyPay report. A button to validate your ADP Easy Pay settings to find missing payroll IDs before running the ADP Easy Pay report now exists in the Payroll Module for exporting to ADP Easy Pay. Payroll Burdens (setup in Agency Office - Default Settings). Printed Reports: Required Dates report now has an option to include all required dates due by the end date; running this report with the option unchecked will only shows those coming due within the specified period. Care Plan report now has an option to exclude "Information Only" items from the report. Also, the text "Information Only" no longer appears in the "How Often?" column. New Reports: Schedule Expenses - shows all Extra Charges attached to schedules in the selected date range. Schedule Gaps - shows Caregivers with large gaps between 5/10

6 schedules on the same day. Schedule Inactivity Under/Over Exceptions Caregiver Under/Over Max Hours/Week - shows the Caregivers who are scheduled over their maximum hours per week. Under/Over Hours - shows the Schedules where the Actual Times are outside of the original Scheduled Time. Early/Late Arrival Times - shows the schedules where the Actual Start Time is earlier or later than the Scheduled Start Time.(similar to Scheduled Arrival Time Exceptions from v7.1) Client Under/Over Hours - shows the Clients that are scheduled more than authorized hours (existing report with updated options). New Required Dates report to show Completed Required Dates within a given date range rather than Expired or Expiring. Report Options dialog has been updated to allow for additional dynamic options (used by the Under/Over Reports above). The list of Page Layouts on the Report Options screen is now filtered down for each report to only show those different layouts that apply to the particular report. Fixed the Daily Review Report to properly show the Organization of any Referral Received during the period of covered by the report. Screen Reports (formerly Flex Grids): Flex Grid Module has been renamed "Screen Reports" Updated Referral Sources Flex Grid to show First Active status date and time from referral date to first active status. New Status Flow flex grid fro Clients and Caregivers that shows their referrer and progression from Potential to Active status. Attached People (Detailed) is now found on all tabs in the Screen Reports Module. This shows full demographic information for the primary and attached person. Referrers tab and scenarios. People referred flex grid (referrer tab). Directions detail flex grid (all tabs - demographic information). Added Claim Number to the Client Authorizations flex grid (optional column in the column chooser). New Notes Flex Grid. New Flex Grid for Attached People including full address information (under All People tab). 6/10

7 General Grid Enhancements: New advanced layout customization options: Rename columns. Choose an image for the column header. Change color theme used on the grid to be different from the selected Companion theme. Custom Format - adjust the display format of a grid column (for example: change the date display format, number of decimals shown, etc.). All of these options will be included if you save the grid layout and reload the saved layout. Show Formulas - display a table describing the columns in the grid, and if it is a calculated column, how it is calculated from the other data. Management Reports (formerly Dashboard): Dashboard is now found under "Management Reports". New Revenue Pivot Grids, located in the Dashboard ("Management Reports") Module. These grids provide the Sales and Revenue Analysis for Companion. Status Analysis Schedule Analysis Revenue Analysis Billing vs. Payroll Summary and by Referrer Billing Summary and by Referrer Payroll Summary and by Referrer Margin Analysis Special Hot-Keys: In any List, Drop-down or Tree View - "Alt-X" will allow you to export the contents to Excel. A tool to perform this action has also been added to the Options drop-down menu on ListView toolbars. In any Time field: / set to the default schedule start time. * set to the current time. - decrease by on hour. + increase by on hour. Can now use standard Ctrl-C and Ctrl-V shortcuts to copy and paste schedules on the calendars. People Profile Editing: Added the ability to add a suffix (e.g. Jr., Sr., MD, etc.) to a person's name on the profile. 7/10

8 Can now explicitly specify the Display Name, Reporting Name and Mailing Name for people. New Name Format options. Set up in Agency Office Module defaults for how you wish the Display Name, Reporting Name and Mailing Name to be populated, allowing for additional options other than Lastname, Firstname. New people will have their names set following the selected format when added. Any existing and manually entered Display Names will override this so display names can still be customized for each individual. The SSN field is now evaluated for uniqueness. Find Area, Filters and Scenarios: In a multi-office database, when opening the Agency Office Module the current office will now be properly selected by default, instead of the first office in the list. Added Grouping Options for Managed By and Classification to the Find Area options. Orphaned organizations (not attached to any Contact/Person or listed in the Organization Module) will now properly show up as Orphaned records in the "People" module. (This is the only place to find and delete similar orphaned entities). When viewing system History (found under the Application Menu on the Main Module) the Find Area now has a checkbox that can be used to view history from multiple users at once. The "umbrella" search option on the Find Area filter will now also search on the note on a person or relationship. If you collapse the tree view of people (Results panel) in the Find Area of a module (right-click in the panel, select "Collapse All" in the pop-up menu) this setting will now save along with the grouping options. (Note: module specific). The Filter button in the Find Area now has a checkbox icon that indicates whether a filter is currently being applied to the results. Added a Referrers tab and scenarios to the Printed Reports and Screen Reports modules to view reports and demographic information on people who have referred other people to your company. Scenarios include All Referrers, Referrers who have referrals This Month, Last Month, This Year, and Last Year. Added Organization tab to Printed Reports Module. New Scenarios in Client and Caregiver Modules/Calendars to show people who have or don't have schedules in the past month, 6 months, year. Miscellaneous: Built in SSL Encryption to HomeTrak's database connection. Added in the ability to copy an address from one person's profile, paste the copied address to another profile, or to directly choose a person 8/10

9 whose address information to copy to the current person while editing a profile. (New buttons on the Quick Access menu). Added Organization button to the Organization module so that organizations can be related to other Organizations. The Detailed Explanation for a Care Plan Duty now shows up as a column when viewing items by Detail, and in the Detail panel at the bottom of the screen. It also shows in the tool-tip bubble that appears if you hover over an item. New Options in the Telephony Records Module (under the application menu) to bulk Cancel old E-TimeCards. This will cancel all open E- TimeCards from before a specified date. (Restricted option - requires the daily password from support). When ing a calendar to a person, Companion will now open the for editing before sending, so the user can add their own notes to the (Note this is only for individual s). New "Office Notes" in each module for internal notes for office use and information only. These notes will not be included in care plans and any other reports, and if the same person is tied to multiple offices in the same database, the Office Notes are only visible to the office they were created in. If the same person has multiple different roles (for example: both a Caregiver and Office Staff) the Office Notes are also unique to each role. The existing general Notes are visible everywhere for that person. New buttons under the application menu on the Enter Actual Hours module to bulk remove expense records from selected schedules. (Each expense type can be cleared individually). Excel Import Template file is now embedded in to the application and can be viewed from under the Application Menu on the Import Module. New Big Picture Report option to only show schedules without caregivers. Added Documented Event and Status reports to Contact tab in the Report Module. Help Module has a keyword search on the topic tree view at left to search for Help Documents by keywords. Can now specify an alternate storage folder on setup for saving ed attachments. Attachments that are created by Companion ( ed reports and calendars) will be copied to this location. The folder specified should be a network location accessible by all computers running Companion (Agency Office Module, under the Application menu, Setup). Users can now change their own password (under Main Module's File menu). General improvements to the Corporate Reporting Import/Export functions. Documented Events can now be added to Organizations. 9/10

10 Re-arranged the Main Module Ribbon to move all Theme and Visual options to their own tab. New options to change the default base Font Size used in Companion to increase the on-screen font size if desired. (Found on the Visual tab on the Main Module). Adding a new organization directly to a Contact will ask if you also want to add this organization to the Organization Module if it does not already exist there. Added "Other Phone" to the list of Communication Types. The intended use is for specifying additional numbers (e.g. for Telephony matching) that should not be used to actually contact the client directly (e.g. Caregiver's cell number, if you allow a caregiver to use their cell when the client does not have their own phone, or a care facility's phone number). A note on a relationship now appears in the pop-up bubble that appears when you hover over the relationship item in a list or tree view. Get In Touch With Us Scripps Sum m it Court Suite 117 San Diego, CA Sales Phone: Em ail: Sales@Hom etrak.net Technical Support Hours: 9:00AM - 5:00PM (EST) Phone: Em ail: Support@Hom etrak.net 10/10