David T

Updates 05-16-2022

Here’s an overview of the 2 latest updates that took place over the past 2 weekends. Reports Form 2 IL You can now choose which constructs to run the report for. If you are only needing a few constructs to view, use the new “Constructs” filter. IL Data Summary (formerly the IL Report Card) The …

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Conducted by vs. Assigned to

Often when running a report for certain records and using the Home Visitor filter selection, you may be want to see the report results based on who conducted the service or by the home visitor’s assigned families. Recently we updated specific reports with these 2 options. Updated reports PVR Report Screening Report Assessments Report On …

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You asked… PMR Update

The PAT PMR has been updated over the weekend. When running the new PMR 2021-2022, there is a new column “Missing / Not in compliance”. This column will report all the individuals from the Denominator that did not get reported in the Numerator. A pop-up listing the participants is provided.

Update – Doula Services

Visit Tracker has been updated to allow programs to indicate if a family is receiving doula services. Here’s an article explaining how to get started. https://data-keeper.zendesk.com/hc/en-us/articles/4820768995347-Doula-Services

NEW – HFA Service Plan

The HFA Service Plan has been added to Visit Tracker. Here’s an article on how to get started. https://data-keeper.zendesk.com/hc/en-us/articles/4769345692563-HFA-Service-Plan

Screening Referral Update

Screening referrals have been updated. In the Resource Connection area for a screening, you’ll notice a new question: “Is the home visitor providing support related to a concern found during this screening?” If a concern has been found and you will be offering support for the family, select YES. Continue to use the question “Was …

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Updates to PAT Planning Guide and PVR

Over the weekend the Planning Guide and Personal Visit Record were updated. Here’s a summary of the update and important notes. Summary of Update New user interface design More responsive to the variety of devices used like tablets and laptops Cleaner design for data fields that have long lists to select from Improved interaction between …

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You asked… Updates as of 2/18/2022

We’ve recently released some updates related to questions and suggestions you have submitted. Here’s an overview of the updates. PAT Records > Participation Agreement Date When adding the Participation Agreement date on the Family Data page, the date will be added to the PAT Records Annual Review/Update table. Each time the field is updated from …

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NEW – FROG Assessment

A new family assessment has been added to Visit Tracker. Family Resilience and Opportunities for Growth (FROG) This assessment is already turned on for all HFA accounts. For all other programs, you can go to SETUP > ASSESSMENTS to turn it on. Let us know if you have any questions.