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… Visit Record 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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Visit Record 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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You asked… Referral Categories

There is a long list of Resource Referral Categories. Some of them may not make sense for your community. You can now manage your list of categories! Main Admins can go to the SETUP > PREFERENCES > REFERRAL section and decide which to show or not show. Here’s a screenshot of what it looks like.

Reminders Improvement

We recently made some updates to the Reminders feature. Here’s a summary. When setting reminders for children, there are now 3 options. Born children – children whose enroll date is on or after their birthdate Prenatal children – children whose enroll date is before their birthdate/due date All children – born and prenatal When setting …

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File Uploads – Updated

We recently updated File Uploads in Visit Tracker. Here’s what you need to know. Visit Tracker integrates with Drop Box. Home visitors can add files directly from Visit Tracker to the program’s Drop Box account. They do not have to have their own Drop Box account. The Main Admin for the Visit Tracker account can …

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2021-2022 APR Tips and Tricks

As you work to finish your APR, our goal is to make submitting your APR easy and painless! If you have any additional questions about your APR, please feel free to contact us. You can submit a ticket under the Support tab, email help@data-keeper.com, or call 1-800-532-7148. The 21-22 APR has quite a few different …

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