David T

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

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

The Transition Plan for Health Family America (HFA) programs has been added to Visit Tracker. View this article to read more details.

One of the needs we’ve heard about resulting from granting full data entry to home visitors, is that the home visitor needs to be able to choose whether to view their assigned families versus all families in their Visit Tracker account. A toggle button has been added to the Families, Guardians and Children drop-down list.

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

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

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.