The Visit Tracker updates released this past weekend included some recent suggestions. County and Zip The Contacts and VR Report (or PVR Report for PAT Affiliates) has been updated to include county and zip code. Contacts report VR Report Descriptions added to Contacts Add a description to the contact that will show in the Family […]
You asked… County/Zip and Contact Description Read More »
PAT Affiliate programs can go into SETUP > MY ACCOUNT > PROFILE and update the account profile to include your PAT Affiliate ID and accept Data Sharing with the PAT National Center. The next step will be for PATNC to verify your account and then renewals beginning July 1 will go to PATNC. If you
Attention PAT Affiliates! Read More »
To get a copy of your paid invoice, the main admin can get that by going to Set Up and then “Invoices” on the left. Look under the Paid Invoice section.Find your most recent invoice and from here, you can either print or email the invoice. On Invoice, it will show the amount paid and
Paid Visit Tracker Invoice for MO Accounts Read More »
We have removed the ability to enter a date in manually. We were finding a lot of date errors within the database (such as the year 2320), so you will need to click the calendar icon to enter in a date. You can simply click on the “month and year” at the top of the
Update to Date Field Read More »
When connecting multiple families to a resource, you can record a Multi-Family Resource Connection (PAT Affiliates) / Multi-Family Referral. This feature allows you to: The referral will be recorded for all families that attended. You can see these referrals for each family from their Resource Connection / Referrals page. View the How-To Article for details
You asked… Multi-Family Connections / Referrals Read More »
We’ve recently added a new report to the Child Health Info reports for Breastfeeding. The current report was an export for all breastfeeding entries completed in the date range selected. This new report will list all children with at least 1 private contact in the date range and display their latest breastfeeding survey entry. Reports
New Breastfeeding Survey Report Read More »
We’ve had a few questions regarding our new Visit Tracker logo and what it represents. I wish I could say there was an exciting story or something behind the new logo. But there isn’t. It’s simply the old “picture” as an actual logo. We found that many people would associate that “little foot” picture with
New Visit Tracker logo Read More »
We have updated the Assessments list so not all assessment will show. If your program has not selected assessments in the past, no assessments will currently show in your list. Please have the Admin for the account update the assessment list. The Admin will go to the Set Up tab and then Assessments on the
The main administrator for the Visit Tracker account has access to the Visit Tracker invoice. When an admin logins into Visit Tracker, there will be a warning at the top of the page letting you know there is an open invoice. If your school district/organization creates Purchase Orders for payment, the admin can enter those
Visit Tracker Invoices and Purchase Orders Read More »
We often get questions about why we don’t have an app. The short answer is that when you have an app, it’s typically a compressed version of the website. Since all components of the website are necessary to do your job, we don’t feel an app would be beneficial. What we have realized though, is
User Tip! You can add a Visit Tracker shortcut to your phone or tablet Read More »
