APR Updated with Virtual Visits

Section XIII – Service Delivery During the COVID-19 Health Crisis has been added to the APR. This section reports all PVRs and Group Connections based on location information.

PVRs in the date range are broken down into the following:

  • On-ground – # PVR with any Location selected other than “Video conference” or “Telecommunications”
  • Interactive video conferencing – # PVR with Location selected as “Video conference”
  • Telecommunications – # PVR with Location selected as “Telecommunication”

Group Connections in the date range are broken down into the following:

  • On-ground – # Group Connections indicated as “Not Applicable” for “Virtual Connection?”
  • Interactive video conferencing – # Group Connections indicated as “Video conference” for “Virtual Connection?”
  • Telecommunications – # Group Connections indicated as “Telecommunication” for “Virtual Connection?”

Let us know if you have any questions.

MO Invoice Final updated

Monday night we released an update to the MO Invoice Final.


The report was updated to count children 19-35 months of age which is the same age range in the PAT APR. Any of those children that are indicated as up-to-date immunizations in the reporting period will be counted.


The MO Invoice will include the PVR > Family-Centered Assessment checkbox in calculations for programs that use the PVR to indicate that they completed a family-centered assessment.

Let us know if you have any questions.

WA Progams – MIECHV Priority Population update

This update is specific to Washington programs.

MIECHV Priority Population questions – the 5 questions not auto-calculated from other data fields – will now appear on New Family entries for WA programs.

It will be required to answer each of the 5 questions when entering a new family as “Yes” / “No” / or “Not asked/Unknown”. Updates to this section can still be made in the family’s Demographics section.

After saving the new family, these questions will no longer be visible from the Family Data page.

Let us know if you have any questions.

PHQ-9 Referrals Update

We recently completed a project for Washington to update the PHQ-9 assessment and added a new report related to referrals made from the PHQ-9. Here’s an overview of that project.


Next Due Date was added to the top of the assessment. The default can also be managed by the Admin from the SETUP > PREFERENCES > FAMILY ASSESSMENTS section. You can also set a reminder based on the Next Due Date field.

“Are you currently receiving mental health services/counseling?”

  • New question that defaults to “Not asked”
  • When selecting “Yes”, a date picker will appear in order to indicate the “As of” date. This field only specifies month and year

PHQ-9 Resource Connection

Just like child screenings, you can now record a Resource Connection directly from the PHQ-9 assessment record.

On the Assessments page, a new table for Resource Connections related to Family Assessments has been added.

  • When recording a connection from the PHQ-9 assessment, the connection will appear in this table
  • All other Resource Connections that indicate YES for REFERRAL FROM ASSESSMENT? will also be included in this table


A new report is now available in REPORTS > ASSESSMENT REPORTS titled WA PHQ-9 Referrals.

This report is available to any program using the PHQ-9 but is specifically designed based on Washington’s implementation requirements for the PHQ-9 and related referrals.

The current PHQ-9 reports have also been updated to include the new fields and Resource Connection information.

Let us know if you have any questions.

You asked… New RAT Assessment

A new assessment was released over the weekend – Relationship Assessment Tool (RAT). We’ve received some requests lately to add this Intimate Partner Violence tool.

If your program uses this tool and you are not seeing it in the “Add Assessment” selection list, then go to the SETUP > PREFERENCES > FAMILY ASSESSMENTS section and set the Relationship Assessment Tool to be displayed.

Let us know if you have any suggestions.

Group Connections: Virtual selections added

Over the weekend, we released a new update to the Group Connections Plan.

Under the Location field, you will be able to indicate if the connection is a virtual connection – specifically a Video Conference or Telecommunication.

The default is not applicable if the question doesn’t apply. Here’s a screenshot.

Let us know if you have any questions or suggestions.

Projects Update 4.30.2020

Here’s what we’re working on!

Soon to be released

  • New Assessment – Relationship Assessment Tool for Intimate Partner Violence
  • Group Connections – Adding virtual location indicator
  • Child Screening Summary – Will be updated to show the scores for Developmental and Social-Emotional screenings
  • New report for Washington (available to all) for PHQ-9 Referrals.


  • Household section – Date of birth will not be mandatory
  • PAT APR update for virtual visits
  • HIPPY USA Quarterly report update for virtual visits
  • New featureData Quality Alerts. We will be providing a menu of alerts that can be turned on to help indicate what data collection is needed or missing during the current program year.

Let us know if you have any questions/suggestions.

Family Enrollment Status

We often get questions regarding mistakes made to the Family Enrollment status. Either a family is accidentally exited, or maybe a family needs to be reactivated to add some missed data. To resolve these issues, you can often delete the status that was added.

For example, if you exited a family accidentally, you can just delete that Exit status from the Family Enrollment History. That will take the family back to the Active Status.  If you reactivated them, delete both the top active status and the exit status. Click on the Family Home link on the left and scroll to the bottom of the page to the Family Enrollment History. You will see the “delete” icon on the right-hand side.

As you can see, if you reactivate the family, this adds a new enrollment date. This will cause errors with your reports.

The same would be true if you have an exited family and forgot to enter some data, such as an Assessment. You will have to reactivate the family and the child to enter this data (click here to learn how to reactivate a family). Once the family/child is active, you can enter the data that was missed. Be sure to double-check your dates! Once the data has been entered, you can delete the Active status to take the family back to the original Exited status. Click on the Family Home link on the left and scroll to the bottom of the page to the Family Enrollment History. You will see the “delete” icon on the right-hand side. Do not create a new status and exit the family again!

Keep in mind, if you made changes to the Family/Guardian, you will want to check the child or children associated with the family to make sure their status are still correct.

If you have any questions regarding Family Enrollment status, please let us know! We are happy to help!

New Report – TX PEIRS Data

A new report is available to the Texas programs that have to transfer data into the new Texas Home Visiting PEIRS data system on a monthly basis.

This report is located in both the Reports section under the Admin column. And available on the family home page for each family.

Reports > Admin/State/National column > TX PEIRS Data

Located at the bottom of the list. This report will display the data needed for the PEIRS system for all families and children that have an enrollment period in the date range.

*Date Range – Since this report is needed on a monthly basis, the date range defaults to the previous month based on the current date.

If you need to save this report and send it to a data entry specialist, use the print feature in the browser you are using. Select “Save as PDF”.

Family Home Page

When you are in the Families tab, choose the family you want to get TX PEIRS data on. Click the TX PEIRS button to get the data for that specific family. Click “Get” for the date range desired.

Tip: Use the arrows in the family selection list if you just want to go 1 by 1 through your families and transfer the data.

We hope this report helps make the data transfer process a little more efficient. Let us know how else we can help.