David Tisdale

New Family Archiving Policy

Visit Tracker will begin archiving families that have been exited or dormant (no service records or contacts) for 6 years or more. Once archived, the families will be removed from the online environment to a secure offline environment.  This doesn’t mean that programs will lose access to these families and their data. Programs will be […]

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Updates to Coordinated Intake

Updates to Coordinated Intake were released over the weekend. Here’s a summary of that project. DUPLICATE APPLICATION WARNING When entering a new referral, you’ll be warned about potential duplicate applications that already exist. When a potential duplicate is detected (when clicking Save), those applications will be listed at the top above the new application you

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You asked… PAT ISR Report

We received a request a while back to update the PAT ISR Report for PAT Approved User programs. We finally have been able to update and release the report this week. The PAT ISR is updated according to PAT National’s 2018-2019 requirements. This report is available in the Admin / State / National reports column.

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Coordinated Intake Updates

There have been a few updates to Coordinated Intake within the last week or so. Here’s an overview of what those are. CASE STATUS SUMMARY REPORT This report analyzes new coordinated intake applications – those created and received within a chosen period of time. The report was updated to include a breakdown of the following:

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