David Tisdale

Here are the highlights from this weekend’s release. Assigning home visitors to a family Home visitors are no longer assigned on the child’s data page. Home visitors will be assigned at the family level. NEW FAMILIES FAMILY HOME Primary and additional access assignments can now be easily managed for a family on the Family Home […]

Here are key highlights from the latest release this past weekend. Milestones page improvement For both PAT and CDC milestones: State Administrator Accounts – Deactivating Site Fund Codes Administrator accounts have the ability to create and assign Site/Fund Codes to home visiting accounts. In this latest update, the Site/Fund Code feature was updated allowing Administrators

End/Exit Reasons With every service, you can now indicate an End Reason. It’s the same list that appears in Home Visiting Service exits which can be managed in SETUP > PREFERENCES > EXIT / ON HOLD. NEW REPORT: SERVICES ENROLLMENT A new report “Services Enrollment” was added to the top of the Service Reports column.

Here are the highlights from our last release 2/2/2026 Mass Contacts Mass contacts – like phone, email, and text – can be created from the Calendar section. In the Calendar, clicked on the date and “+” button. Select Mass Contacts, then enter the contact details and who received the contact To make this feature available,

Here are some highlights from our most recent release. NEW – Family Logs A new section was added for families called Family Logs. In this section, key updates to families will be listed such as adding or deleting family members, reassigning the primary home visitor, and adding or removing additional access for other home visitors.

Last week, we released a new report titled “Parenting Assessment Review”. This report can be found in 2 places Assessment Report article in the knowledge base. NOTE for PAT AFFILIATES: This report can be used to complete the APR > Section XII > Category One > Parenting Skills, Practices, and Capacity Parenting Assessment Review Lists