Home Care Pulse Setup

Establish the Link

Once you've decided to improve your agency with the combined power of the Rosemark and Home Care Pulse systems, all you need to do is establish the initial connection between the two systems. This is a pretty straight forward and easy to follow process.

To start, you must obtain an Agency Key from Home Care Pulse. This key uniquely identifies your agency and allows your Rosemark database to connect directly to your Home Care Pulse database. Once you have gotten signed up, Home Care Pulse will send you the Agency Key via email.

Starting on the main Rosemark window, click on the File menu, go to Configuration, and select Home Care Pulse. This will bring up the Home Care Pulse Configuration window.

HCPconfiguration

Figure 243: Configuring the Home Care Pulse interface

Enter the Agency Key in the corresponding field, either by typing or by copying and pasting from the e-mail, then click the Activate button to link the Rosemark and Home Care Pulse systems.

hcp_active

Figure 244: Putting in the Agency Key

Caregivers and Clients

Now that the systems are linked, there are a few steps you can take to make sure that your clients and caregivers are added from the Rosemark system to the Home Care Pulse system without any problems.

Caregivers

To make sure a caregiver is added, all you need to do is make sure that all the necessary information is entered for the caregiver.

Necessary information for Caregivers:

•	first name

•

last name

•

telephone

•

Hire date

•	Active status*

To do this, first go to the Caregivers menu and select Caregiver List - Active. Keep in mind, a Caregiver must have a status of "active" in the Rosemark system to be added to the Home Care Pulse System. Once you've selected the Caregiver you want to check, go to the Info tab and make sure that there is a first name, last name and telephone number. Then go to the Hire tab and make sure that there is a valid date of hire entered. If all this information is in order, the caregiver will automatically be added to the Home Care Pulse system.

*Note: If the status of the Caregiver ever changes to Inactive, Quit or Discharged, the Caregiver will automatically be removed from the interview process in the Home Care Pulse system.

hcp_cg_info_fields

hcp_date_of_hire

Figure 245: Required Caregiver fields on the Info and Hire tabs, respectively

Clients

For your clients to be added, they must have a status of Active and they must have an established Responsible Party. The Responsible Party is the person who understands what is going on with the Client's care; this is the person who will be called by Home Care Pulse interviewers.

Necessary information for Clients:

•	first name

•

last name

•

telephone

•	Status of Active**

•	Responsible Party (with name & phone number)

Note: If the status of the Client ever changes to Inactive or Discontinued, the status of the Client will automatically be removed from the regular interview process in Home Care Pulse, setting them up for an exit interview.

To check these things, go to the Clients menu and select the Active clients list. Once you've selected the client you want to check, click on their Emergency tab. If there has already been a Responsible Party established, there will be a name in the Responsible Party field. Click on that name to open a window with all the individual's information. Make sure that they have a name and phone number.

hcp_client_info

hcp_client_emerg

Figure 246: Required Client fields on the Info and Emergency tabs, respectively

hcp_resp_party_info

Figure 247: Required fields on the Responsible Party's Info tab

Setting the Responsible Party

If there is no Responsible Party, you'll have to create one. To do this, click on the Responsible Party field and a search window will be opened. Start typing in the name of the desired Responsible Party.

hcp_finding_resp_party

Figure 248: Adding a new Responsible Party

If the individual you want to assign as the Responsible Party for this client is already in the system somewhere, they will show up in the list below. Once you find them, double-click on their name and make sure that they have a phone number entered.

If they are not yet in the system, just press enter (or click Add New Person). This will open a window in which you can enter their phone number and whatever other information you would like. Just make sure that they at least have a phone number entered.

hcp_set_resp_party

Figure 249: A new Responsible Party has been added (just click Apply to finish up).

Viewing Reports

Once you have some history of working with Home Care Pulse, you can start viewing your Agency reports. To do this, go to the Reports menu, go to Home Care Pulse, and click on the month for which you'd like to see a report. This will open an internet browser window containing the agency report. Now you have all sorts of information at your fingertips that you can use to grow and improve your business!

hcp_agency_reports_menu

Figure 250: Viewing Home Care Pulse agency reports