A feature just released now allows for reports – those that have a Ready to View table – to be pinned and renamed. This feature allows users to: Pin reports – This is a flagging feature to indicate a report is a “keeper” Rename some of the fields in the table – For example, change …
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.
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 …
This year, programs have the option to report on families and children based on the 2020-2021 OR 2021-2022 APR requirements. PATNC is offering programs the ability to report Option 1 or Option 2 in their portal. Result is that item numbers are thrown off when comparing Visit Tracker to the PAT Portal. However, the text …
Kansas KIDS exports have been updated according to the latest 2022-2023 specifications released by KSDE.
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 …
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 …
There is a long list of Resource Connection Categories. Some of them may not make sense for your community. You can now manage your list of categories! Main Admins can go to the SETUP > PREFERENCES > RESOURCE CONNECTION section and decide which to show or not show. Here’s a screenshot of what it looks …
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 …
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 …
