This is where you'll manage your account information, team, notifications, subscription, integrations, and tags.
You can quickly access any of your settings from the profile dropdown in the top right:
Account
Here you can add or update your profile photo. To update your practice name or personal information, please contact [email protected].
Access your Account settings at this link: https://us.app.homecoming.health/settings
Add a Profile Photo
Adding a profile photo will spruce up your profile and interactions with your clients. They’ll be able to see your photo when they receive follow-ups and comments.
To set a profile photo:
In the Your photo section, click Upload a photo
Select a photo from your computer
Once uploaded, you’ll see a success message below
To update your profile photo:
In the Your photo section, click Update your photo
Select a new one from your computer
Once uploaded, you’ll see a success message below
Your new photo is now ready to be seen by clients across the dashboard and app!
Export Assessment Data
For completed assessments and forms, we provide insight on a client level in their respective profile pages.
If you want to do more with the data, you can export all assessment and form data from your dashboard.
In the Assessments section, click Export Assessments Data
This will download a CSV on your computer
The CSV file contains columns for:
Program Name | Will be Assessments for all
Patient ID | For privacy and data safety reasons, this is anonymized
Assessment Name | Name of the assessment or form completed
Score | Score for certain assessments only
HADS Anxiety Score | Score for the HADS assessment
HADS Depression Score | Score for the HADS assessment
Completed At | Date at which the client completed the assessment or form
Delivered At | Date the client received the assessment in a follow-up
First Session Date | Legacy item, will be blank for everyone
Team
Add a Team member
You can add your team members and staff to your dashboard to assist you in managing your clients and resources.
In Settings, click the Team tab
Click the Add Team Members button
Enter the email of the person you want to add
Optionally, you can click Add Team Member in the bottom left of the modal to add more rows and add more teammates
When you're finished adding emails, click Done to invite your team
You'll now see the pending invite in the table. Once a team member accepts the invite from their mail, they'll be all set up.
Deactivate a Team member
If a team member has left your practice, you can deactivate them in your Homecoming dashboard.
Team members who are deactivated will no longer be able to login to the Homecoming platform or access any of your or your client's data.
In Settings, click the Team tab
Find the person you want to remove in the table
Under the Actions column, click the Deactivate button
In the modal, click Deactivate to confirm
Reactivate a Team member
If a deactivated team member is once again a part of your practice, you won't need to invite them again, but can instead just reactivate them.
Team members who are reactivated will be able to login with their existing credentials and regain access to the Homecoming platform.
In Settings, click the Team tab
Find the person you want to reactivate in the table
Under the Actions column, click the Reactivate button
In the modal, click Reactivate to confirm
Notifications
You have robust control over the emails you want to receive when an action is completed by your client.
To see all notification controls, go to the Notifications tab in Settings:
Activations
Get an email notification whenever your client registers their Homecoming account on the mobile app from their invite.
Comments
You can choose to get an email notification at the end of the day with the total unread comment count from clients, or choose to get an email whenever a client leaves a comment on a follow-up.
The Email digest option is enabled by default.
Activity completions
Get an email notification whenever your client completes an activity that isn’t a Form or Assessment.
Form and Assessment completions
Get an email notification whenever your client completes a form or assessment you’ve sent through Mail.
In summary, here are all the email notifications you’ll receive from us:
You client has accepted your invite to join you by registering on the Homecoming Companion App
Comments:
Daily summary of unread comments from your sent mail at 12am PST
When a client leaves a new comment in mail you sent them
Chat:
When a client sends you a message outside of mail
When a client has completed an activity
When a client has completed a form or assessment