Reports page update

The Reports page has been updated. Reports page: The reports have been grouped and organized Setup: There is a new Reports section where admins can choose which reports to show/not show. THE REPORTS PAGE On the Reports page, the reports are now organized into 4 columns: General Reports Service Reports Admin/State/National and MIECHV Reports Program

Reports page update Read More »

You asked… Recent updates

Here are the latest updates based on the suggestions you’ve submitted. Referral Sources If you have your own referral sources that are no longer used, you can now consolidate referral sources to the national list. Go to Setup > Referral Sources. Select “consolidate” for the referral source and choose the referral source from the national

You asked… Recent updates Read More »

User Management

Main Admin – Did you know that under User Managment, you have the ability to grant additional permissions to Helper Admins and Home Visitors? Home Visitors can be given “Full access – Data entry” which is equivalent to Helper Admin permissions allowing them to enter data on all families and children in the system. NOTE – Home Visitors

User Management Read More »

You asked… New assessments

There have been several assessments requested over the past few months. We’re working on getting these added into Visit Tracker. Here are the assessments released this week. Adverse Childhood Experience (ACE) Becks Depression Inventory (Becks) Kindergarten School Readiness (KSR) – see additional details below Parenting Stress Index – 4 (PSI-4) Women’s Experiences with Battering Scale

You asked… New assessments Read More »

PAT APR 2020-2021 Released

The APR has been updated with the latest 2020-2021 requirements. All APR related reports that are impacted have also been updated. Related reports Performance Measures Report Family Assessment Compliance Screening Compliance Family Strengths and Stressors Visit Frequency Family Goals Compliance (new report) Let us know if you have any questions.

PAT APR 2020-2021 Released Read More »

Coordinate Intake – Updated

The Coordinated Intake system has been updated. With this update, coordinated intake and home visiting agencies can: Manage multiple incoming and outgoing referrals for a single family Specify referrals as going to home visiting agencies or community partners Track each referral through completion Manage a list of specific agencies that send and receive referrals Review

Coordinate Intake – Updated Read More »

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

Reports – What does CSV mean? Read More »

You asked… Recent updates

Over the weekend, we released a few updates you requested. Supervision Records These records can be marked as not completed without having to complete other fields on that record. Milestones Milestones Reviewed and Updated fields have been added to the Planning Guide. Contacts “Cancelled by program” has been added as a selection for Contact Type.

You asked… Recent updates Read More »