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Reports – What does CSV mean?

We have been adding the option of running reports as a CSV. CSV will export your report into a spreadsheet. The advantage of working with the spreadsheet, is that you can easily manipulate the data by filtering or sorting by different columns. If you are unfamiliar with how to filter and sort a spreadsheet, here […]

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Screenings and APR FAQs

Since the Screening update in February, there are been some questions in regards to how screenings are counted on the APR. Here are some frequently asked questions regarding screenings and the APR. Question: On the Screening page-why do we have Health screening listed along with the PAT Health Record.  The Health asks if the Health

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Family Enrollment Status

We often get questions regarding mistakes made to the Family Enrollment status. Either a family is accidentally exited, or maybe a family needs to be reactivated to add some missed data. To resolve these issues, you can often delete the status that was added. For example, if you exited a family accidentally, you can just

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Adding a Virtual Visit

Due to current events, your organization may decide to implement Virtual Visits. Before you do this, please be sure to check with your Curriculum National Center for guidance. We have just added the option to select “Video Conference” or  “Telecommunication“ on the PVR. Currently, there are two places where you can document a “Virtual Visit”. First,

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New Screening page

Here are a few frequently asked questions regarding the new screening page. How does a screening get marked as “Completed”? This is a large part of the reason for the update.  The system can now tell when all 5 components are completed and will go off the dates of the screenings rather than one button.

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Screening Consolidation

Screening page update is coming soon! We are excited about the upcoming change to the screening page and want to be sure you’re ready! Any admin that has access to the Screenings under the Set Up options, needs to be sure that your “National” type screenings have been consolidated correctly. If you are an admin

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