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Home Counseling

Features​

Want to automate Home Counselor disclosure? We thought so and we agree!👊 With the Home Counseling automator, the Community Plugin makes this a breeze! Automate the first 10 Home Counselors based on geolocation.

Setup​

  1. In Encompass
  2. Click on the Settings Menu
  3. Expand the Community Menu
  4. Click on PluginManagement

Community Plugin Menu

  1. Select the HCAutomate plugin from the dropdown
  2. Specified access will control what users get get to take advantage of this tool. All Access is typical for this tool.

Usage​

  1. Once the tool has been enabled, the Home Counseling List will automatically start to populate and update based on a few key Encompass fields including:
  • 3142
  • FR0108
  1. Once an LE has been disclosed (field 3152), the tool will stop updating the Home Counselor List.