User Tip! You can add a Visit Tracker shortcut to your phone or tablet

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 …

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You asked… Mass Exit update

The Mass Exit feature has been updated. SETUP > PREFERENCES > EXIT/HOLD STATUS In the Exit/Hold Status preference page, families can be exited based on their Site/Fund Code. For “Exit By”, choose “Site/Fund Code” and then select all the codes assigned to families you want to exit.

You asked… PMR “Due” Column

Recently, the PMR 2021-2022 was updated to calculate and show the individuals that were “Missing / Not in compliance” for each item. Now we’ve added a “Due” column. “Due” is calculated for the initial items – Initial FCA, Initial Health Review, and Initial Developmental Screening. For each of those items, a person is Due if …

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CDC Milestones have been added

PAT Affiliate / PAT Approved Users will now have the option to show PAT Milestones or the CDC Milestones on their PVR. Any other curriculum type (HIPPY, HFA, Family Spirit) can now select to show the CDC Milestones under the Child –> Milestones page. The Main Admin will have a new option of Milestones under …

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You asked… PG and PVR Updates

Based on your suggestions, we’ve updated the Planning Guide and Personal Visit Records. SAVE AND CLOSE The PVR is a long record. Save buttons already exist throughout the record. We’ve added a “Save and Close” button next to each “Save” button. So if you are in the middle of a record and need to save …

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PVR Printing Options

When printing a Personal Visit Record, we’ve added some options on what information you want to include in the print version. A “Print” checkbox has been added to the Goals, Resource Connections, Milestones and Audit Trail sections. Whichever section you want to include on the PVR print version, simply just check the box. Leave unchecked …

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