Review the Site Code History at the bottom of the guardian data page. If you see incorrect data, you can edit the history to make changes. As an example, a family may have “No Code” listed as the site code with a start date of 6/28/18. The Guardian has an enrollment date of 2/28/18. The home […]
How to make Site Code changes Read More »
Throughout the day, you may have to log in to many different websites, and Visit Tracker is probably one of them. With so many different logins to maintain, the temptation is to have your computer save your password. This is a HIPAA violation. Visit Tracker stores confidential and private data so it is important that
As the main administrator, it is your responsibility to set up your Visit Tracker. Under the Set Up tab, you will find different links on the left. Be sure to explore each link thoroughly. Profile – This is where you will find your program name, program address, and your contact information. If you need to
Set Up Options (Main Admin) Read More »
So are we! Jen will be in Phoenix, so please stop by and say “Hello”! This is a great time to ask questions face-to-face. She will also have some exciting upcoming features to share with you. Please keep in mind that since Jen will be at the conference, no one will answering the phones for
Are you headed to Phoenix for the PAT Conference? 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, Purchase Orders and Payments Read More »
There are 4 different user types in Visit Tracker; Main Admin, Full Access Additional Admin, Read Only Admin and Home Visitor. Main Admin – There can only be one Main Administrator for each Visit Tracker account. The main admin is the only person that will have access to the Set Up options under the Set
User Types and Definitions Read More »
Recent changes to enrollment status have brought up some questions regarding the use and definitions of the different status. Active: Families receiving home visits. Private contacts can only be added for Active guardians with Active children. Inactive/On Hold: As defined by PAT: ” A family can be placed on “Hold” if they intend to return to
Enrollment Status Definitions Read More »
The end of the year is upon us, and we wanted to share some tips to start auditing your APR. This is a good time to beginning looking at the APR to be sure your data is as accurate as possible! 90 Day Compliance Reports – In Visit Tracker, we have 2 different “new enrolled”
Tips for Auditing your APR 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
Invoices and Purchase Orders for Visit Tracker payment Read More »
For those of us who learned how to use computers in the 1990’s and early 2000’s, we were always taught to ‘double-click’ when saving or opening a file. Gone are the days of needing to double click and for Visit Tracker, double-clicking can actually cause some problems. Whenever you are saving, please be sure to click
Error due to double-clicking save Read More »
