David T

You asked… Mass Exit update

The Mass Exit feature has been updated. SETUP > PREFERENCES > EXIT/HOLD STATUS In the Exit/Hold Status preference page, families can be exited based on their Site/Fund Code. For “Exit By”, choose “Site/Fund Code” and then select all the codes assigned to families you want to exit.

You asked… PMR “Due” Column

Recently, the PMR 2021-2022 was updated to calculate and show the individuals that were “Missing / Not in compliance” for each item. Now we’ve added a “Due” column. “Due” is calculated for the initial items – Initial FCA, Initial Health Review, and Initial Developmental Screening. For each of those items, a person is Due if …

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You asked… PG and PVR Updates

Based on your suggestions, we’ve updated the Planning Guide and Personal Visit Records. SAVE AND CLOSE The PVR is a long record. Save buttons already exist throughout the record. We’ve added a “Save and Close” button next to each “Save” button. So if you are in the middle of a record and need to save …

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PVR Printing Options

When printing a Personal Visit Record, we’ve added some options on what information you want to include in the print version. A “Print” checkbox has been added to the Goals, Resource Connections, Milestones and Audit Trail sections. Whichever section you want to include on the PVR print version, simply just check the box. Leave unchecked …

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Reminders Improvement

We recently made some updates to the Reminders feature. Here’s a summary. When setting reminders for children, there are now 3 options. Born children – children whose enroll date is on or after their birthdate Prenatal children – children whose enroll date is before their birthdate/due date All children – born and prenatal When setting …

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File Uploads – Updated

We recently updated File Uploads in Visit Tracker. Here’s what you need to know. Visit Tracker integrates with Drop Box. Home visitors can add files directly from Visit Tracker to the program’s Drop Box account. They do not have to have their own Drop Box account. The Main Admin for the Visit Tracker account can …

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