With the birth of our 3rd child on 12/4/19, I did some reflecting back on our first 2 experiences while sitting around in the hospital room, especially our first daughter. We were excited, stressed, tired! (We still are.) There were so many people surrounding us in the hospital giving us information and asking questions. Some […]
The Range of OK: A thank you note to home visitors 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 »
Last night, Reminders was updated based on input we’ve received from the field. Here’s a summary of those updates: Reminders assigned to home visitors can be managed by other users that have permission to mange Reminder records (see User Permissions). Labels can be assigned to Reminders. The labels can added and managed from the Reminders
You asked… Reminders Improvements Read More »
Last night, we added a new Supervision page in the Calendar section. Here’s an overview of the Supervision project: Staff Events with category of Supervision can be managed from the Supervision page in the Calendar tab. Main Admins and Users with Supervision permission (see User Permissions post) can record supervision records for both Group and
New Feature – Supervision Records Read More »
We’ve added user permissions to the Main Admin’s capabilities under the SETUP section. The section “Add’l Admins” has changed to “User Management” in Setup. This new feature gives the Main Admin the ability to assign additional permissions to Helper Admins and Home Visitors. Home Visitors can be given “Full access – Data entry” which is
New Feature – User Permissions Read More »
Once logged in, you are probably seeing the red message: ” Texas Sales Tax Exemption Reason is missing. To update this, go to Setup > Profile” DataKeeper Technologies, LLC is a Texas-based company and required to charge sales tax unless you have a valid exemption. To indicate your exemption status, the Main Admin of the
Why am I seeing Texas Sales Tax? 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 are 3 projects in development that I would like to share some details on. CHILD SCREENING RECORDS In this project, we’ll be making several improvements to the Child Screening Records. The Screening Record will be separated by screening type. When recording a screening, you will now choose to record a Developmental, Social-Emotional, Health, Hearing,
Projects Update 10-3-2019 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 »
