The eTrack ‘App’ provides a fast, robust way to work with eTrack on a smartphone or ipad. Find and view Participant and Contact details, add Case Notes, book Time, manage Tasks and view Goals.
See end how to access the eTrack App.
App’s Core Features
- View Participant’s Personal and Contact details.
- View and create Case Notes (that you can dictate).
- View details of Provider Companies and Individuals.
- Book Time to a Participant, Case Note or Task.
- View ‘My Tasks’ assigned to you and Participant Tasks and tick when done;
- Be notified of new Tasks allocated to you.
- Set multiple timers going to record time.
- Add a Signature to a Case Note.
- Search for Participants and Providers.
To use, click the icons along the bottom for:
Participants – My Tasks – Timers – Contacts – Settings.
Additional Features
In addition to the core functionality here are some features you may not be aware of…
- Timers.Tap the green icon next to a Participant name to start the timer. Tap the timer at the bottom to stop. Tap the clock icon (bottom middle) to view active timers.
- My Tasks.Tap the ‘tick’ icon at bottom to see Tasks assigned to you today and before.
- New Send a smartphone Notification when assigning Staff a) to a Task or b) as a Contact of a Participant.
- New Allow Support Workers to easily create an Invoice by reporting on their booked time.
Reports gives both a summary, or details, grouped by Support Items which can be copied to an Invoice and multiplied by Cost Rates.
Tap the clock icon (bottom middle), tap the ‘Booked’ tab and select a date range. - New Enter a Participant’s Signature that can be viewed in the Case Note on the computer.Signatures are mandatory for Support Workers.
- View a Participants Goals on the App.
- NewAdded Security for Support Workers to only view their own Participants and Tasks.
By assigning staff to a Security Group with ‘Support Worker’ in the name. - One click Access to various actions are provided by clicking the icon to the right of a Participant.
- Start Timer
- Book Time
- Add Case Note
- Search all Provider Groups at once for a Provider Company or Individual
Click the Contacts icon at the bottom, click Providers and Click the magnifying glass icon. Use the ‘Filter list’ edit box to find a Participant. - Copy a Case Note by clicking the icon in the case note and you can ‘paste’ it into a new case note. On the bottom right of a Case Note there is now a ‘Copy’ icon.
- Auto dial by pressing a phone number for 2 seconds.
- Auto email by pressing on an email address for 2 seconds.
- Dictate Case Notes using the microphone on your phone.
App Tips
- Use the App to multi-task at your desk. Tap a number to make a call, use the stop clock to track the time, add a case note and book time, all while not interrupting what you are doing on your computer.
- Encourage your Support Workers to always view a Participants Goals before visiting.
- Mandate that all Support Workers immediately change their password by tapping the cog icon bottom right.
- Use Settings/Notifications on your phone to tailor how you want to be notified.
- Support Workers (users with Support Worker Security in Settings/Logon and Security) can only see Participants that have the Support Worker added to the Participant’s Contacts table, and adding a Signature when booking time is mandatory.
How to Access eTrack App
- Visit the iphone “App Store” or Android “Play Store” and search for ‘etrack ndis’ and look for the eTrack logo
- Click Install, Open and Run.
- To logon, use the Client Code, Username and Password provided by your Administrator (or as you do for the hosted eTrack).
- Click the icons left to right along the bottom:Participants Tasks Timers Contacts Settings
