Home Care Pulse Integration
CS360 has now integrated with Home Care Pulse, giving us the ability to create and update clients, admins, caregivers, and staff users from CS360 into HCP. This data would be further used by HCP to conduct surveys and training.
A new panel has been introduced in the office settings for HCP Authentication. Agency users must input both the Agency Key and the Dev Key to authenticate the process. n.b. Please reach out to Home Care Pulse to acquire your agency's Dev Key and Agency Key. An option for the HCP Integration has been added under the payroll section. At the click of the same, the user would be navigated to the Caregiver Section screen.
Under the accounting section > Payroll section, the User can click on the HCP integration To redirect to the below screen.
All currently active Caregivers in CS360 will be listed under the "Caresmartz360 Caregiver(s)" column, while the Employees created in HCP will be presented in a dropdown under the "HCP Employee(s)" column. A checkbox labelled "Add to HCP" is provided; upon selecting this checkbox and clicking the "Send" button, the chosen employee will be sent to Home Care Pulse.
Similar to the Caregiver Matching screen there are Staff, Admin and Client matching screens.
If the name corresponds to the employee/client name in CS360, the mapping will occur automatically. However, in cases where there are two users with identical names, the agency must manually select the user from the drop-down menu. To avoid confusion in case of two users having the same name, the employee names are displayed along with the hire date and the client names are displayed along with the admission date.
A toggle button labelled "Send to HCP" has been incorporated into user profiles. Enabling this toggle will result in the user details being sent to the HCP during creation, allowing for simultaneous creation of the user in both CS360 and HCP.
The users can be created in HCP from the profiles as well as the admin settings.
If the user is already available in HCP, then on updating the user in CS360 the same will get updated in HCP as well.
When sending an employee to HCP, the below fields are mandatory:
First Name
Primary Phone Number
Hire Date
If any mandatory field(s) are missing then a validation will pop up to the users.