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 »
If you have a canceled or a no show visit, and have already completed the Planning Guide, you can save it and transfer it to your rescheduled visit. To do this, go to the Guardian Contact History and click the edit icon (the pencil) on the right. This will open the edit contact page. Change
Saving Planning Guide or PVR by Rescheduling a Canceled Visit Read More »
Did you know that on your iPhone or iPad, you can use the dictation feature when filling in a text box in Visit Tracker? Simply click the dictation icon on the keypad and speak! You can say words like “period” or “comma” to add punctuation. Be sure to save your work when you are done!
User tip! You can use dictation on your mobile device Read More »
Did you know that you can email guardians, individually or in mass, straight from Visit Tracker? When you set up a new guardian, and enter an email address, the guardian will automatically be emailed a “verification” email from us, on your behalf. The email will be sent from a Visit Tracker email, but your name
Emailing from Visit Tracker Read More »
Did you know, that when you first log into Visit Tracker and are on the Welcome Screen, you can click the guardian’s name and that will take you to the Contact History page. This will save you a few steps if you are logging in to fill out your PVR. Do you know where
Tips and Shortcuts Read More »
Your Visit Tracker renewal invoice amount is based on the number of Active users in your account. Home Visitors and full use Additional Admin count as “billable” users. The main admin and Ready Only Additional Admin do not. More information about current pricing can be found here: https://data-keeper.com/pricing/ To see the Active users currently in
Visit Tracker Renewal and User Count Read More »
Have you had a recent change in staff? Here is an easy way to reassign the caseload and deactivate the home visitor or delete additional admin: The program admin for the account can go to the Home Visitor tab and choose the Home Visitor they want to deactivate from the pop down list. If the
Tips and Tricks – July 31, 2017 Read More »
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2017 Summer Newsletter Read More »
