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 is a quick and easy tutorial.

Filtering – Filtering data in a spreadsheet is simple. This allows you to focus on specific spreadsheet entries.

Sorting – Sorting your spreadsheet allows you to easily reorder your data. Sort by date, number, alphabetic order and more. The most common type of sorting is alphabetical or numeraic ordering, which you can do in ascending or descending order.

To Filter data:

Click on the row with your headers.  To do this, click on the row number on the far-left side. *This step is important to filter and sort the entire spreadsheet. If you only select one column, only the data in that column is filtered/sorted.

Click the Data tab and then the Filter command. Drop-down arrows will appear beside each column heading.

Click the drop-down arrow next to the heading you would like to filter.

For example, if you would like to filter families to only show Active families, click the drop-down arrow next to Status.

Uncheck Select All.

Choose “A” for Active.

To Sort data:

Follow the same steps outlined above. When you open the filter option, select to Sort in either Ascending or Descending order.

For example, you can sort in descending order by Family Last name by clicking the drop-down next to FamilyName.

Then select Descending.


Practice! Export one report to a csv file!

Use the Sort command to sort data alphabetically.

Use the Sort command to sort a date column (such as the Enrollment Date or DOB) numerically from smallest to largest.

Practice using the Filter command to filter by status.

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 Reviewed and Updated fields have been added to the Planning Guide.


“Cancelled by program” has been added as a selection for Contact Type.

Screenings in Calendar

When scheduling a screening from the calendar, you can now specify the Screening Category and Screening Type.

Thank you all for your continued input on how Visit Tracker can continue to meet your needs.

2021 Price Increase

Effective 4/1/2021, our subscription prices will increase slightly so that we can continue providing the high level of service and support that you count on.  

You may prepay your upcoming subscription at the current price if we receive your payment prior to 4/1/2021.   If you would like to prepay or have questions about it, click on the following link and complete the form with “Prepay” in the “How can we help you?” field.

APR 2020-2021 Updates

We are currently updating the APR to report the 2020-2021 requirements. The APR related reports that are impacted by the 2020-2021 updates will also be updated.

Related reports

  • Performance Measures Report
  • Family Assessment Compliance
  • Screening Compliance
  • Family Strengths and Stressors
  • Visit Frequency
  • Family Goals Compliance (new report)

Updates are scheduled to be released toward the beginning of February.

What’s to come in the new year

As we’re wrapping up an extraordinary 2020 year, I’d like to mention some things to come in the new year. Here are some notable projects planned for the first quarter.

Coordinated Intake is getting an overhaul

This project is currently in progress and will be completed and released by the end of January. Updates for this project include:

  • More than 1 incoming referral can be recorded for a family.
  • For each incoming referral, both home visiting and community partner referrals can be documented.
  • Each referral’s progress can be updated through completion

PAT Affiliate Performance Report Updates

Updates to the APR are scheduled for the beginning of 2021. We’ve received the APR updates from PATNC. The updates will include updates to all supporting reports such as the PMR, Screening Compliance, Family-Centered Assessment Compliance, etc.

HIPPYUSA Quarterly Report

Updates to the HIPPY Families and Home Visits Report are scheduled for the beginning of 2021.

New Assessments!

You’ve been asking for several new assessments to be added to Visit Tracker over this past year. We hear you and are working on getting these assessments into the system ASAP!

Setup and Customization

We’re always looking for ways to give you more control over YOUR Visit Tracker. We’ll be improving and adding to the SETUP section allowing for further customizations of the various sections in Visit Tracker.

We can’t thank you enough for the work you are doing with families and children in your communities. Know that we are working hard to support your work and what you need to stay focused on your families.

Merry Christmas, Happy Holidays, Happy New Year!

You asked… Partnering With Teen Parents

The Partnering with Teen Parents curriculum has been added to the PAT Curriculum selection list.

On the Planning Guide and/or Personal Visit Record, select “Teen Parents” from the Curriculum selection list.

In Handouts Given, expand the Partnering with Teen Parents list to choose the handouts used for that visit.

Let us know if you have any questions or need anything else. (support)

PAT Records Update

Here’s a summary of the recent updates made according to PAT National Record updates.

Resource Connections

Selections added to Resource Connections Types

  • Books
  • Hearing Services
  • Vision Services

Community Type

New selections include

  • Tribal Rural
  • Tribal Urban

PAT Records Reviewed

Annual reviews/updates of the Family, Guardian and Child Information Records can be noted in the PAT Records section for each family.

Go to the Family’s PAT Records from the Family Home page.

In the top table “Dates of Annual Review/Update”, click on “Add item”.

Indicate the date of the review/update, which records were involved, and create.

The entry will be added to the table.

Follow these steps the next time you review or update any one of these records for a family.

HIPPY PVR – Recent Update

A recent update has been made to the HIPPY personal visit record (PVR).

Literacy Activity Survey

A new section was added at the bottom of the PVR allowing home visitors to record Literacy Activity Survey entries from the PVR and have the entry added to the Child Health Info > Literacy Activity Survey section.

When selecting “Yes” or “No”, new fields will open up allowing you to indicate the number of days for each child listed on the PVR. If “Yes” is selected, the entry will default to 7 but can still be manually changed.

Not seeing this on the PVR?

The section needs to be turned on by the account administrator.

Go to Setup > Preferences

Open up the Personal Visit Records section and select “Yes” for “Literacy Activity Survey on PVR” and then save.

A new field for Format

When recording the curriculum delivered at the home visit, choose what format it was delivered in. Selections are “Paper copy”, “PDF copy” and “HIPPY 3.0”.

Let us know if you have any questions.

You asked… Immunizations on the Health Record

This week, we released an update to the PAT Health Record. We received a question about making the immunizations update field stand out more. So we moved it to the top of the Health Review section.

Based on your selection, more fields will open up. Here’s some screenshots.


If answering “No”:

If answering “Yes”:

Thank you for your continued input on making Visit Tracker more valuable for your work.