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, […]
Adding a Virtual Visit Read More »
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.
New Screening page Read More »
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
Screening Consolidation Read More »
Locking Personal Visit Records There is now the ability to lock PVRs once they have been marked completed. Once the PVR has been marked as completed and date stamped, the PVR will change to the Print Preview and can not be updated or changed. This feature can be turned on by the main admin if
Locking a Completed PVR and Audit Trail Read More »
When it comes to processing payments, we only update accounts once a week. This does include checks and credit card payments. When a credit card payment is made, that will still need to be updated manually, so you may continue to see that you have an unpaid invoice. No need to worry, we will get
Processing Invoices and Payment. Updating Tax-Exempt Status Read More »
David and Jen will be from Visit Tracker! Please stop by our booth in the exhibitor hall and say “Hi”! We look forward to talking with you!
Who’s going to the PAT National Conference? Read More »
There have been several questions regarding High Needs Characteristics and the MO Invoice for programs in the state of Missouri. To clarify, there are some differences in the High Needs definitions for PAT and DESE. DESE will count any family with one or more stress as a high needs family. PAT will count families with
MO Invoice and High Needs Read More »
The main administrator for the Visit Tracker account has access to the Visit Tracker invoice. Invoices will no longer be emailed, so please be sure to check if you have an open invoice. When an admin logins into Visit Tracker, there will be a warning at the top of the page letting you know there
Visit Tracker Invoices and Purchase Orders Read More »
For many of you, July/August starts a new program year! We look forward to the 2019-2020 year and have some great new features on the horizon! As you move into the new program year, here are a few reminders of items you may want to take a look at! Exit any Family that is no
We had several questions regarding the Milestones question on the APR. We have updated our APR to include some additional calculations that we think you will find helpful. Also remember, you can click on the number to see the list of children/visits included in each number. 2 different calculations are now being offered for Milestones:
APR Milestones Updates Read More »
