There have been timing out issues over the past couple of weeks. We see the issues as they are happening and work hard to analyze and correct as quick as possible. We have identified 2 things thus far that cause these issues and want to share with you what we have found and corrections we’ve […]
Did you know that you can email guardians, individually or in mass, straight from Visit Tracker? When you set up a new guardian, and enter an email address, the guardian will automatically be emailed a “verification” email from us, on your behalf. The email will be sent from a Visit Tracker email, but your name
Emailing from Visit Tracker Read More »
RECORDING A RESOURCE CONNECTION (download a pdf version of this post from our Knowledgebase article.) Note: Resource Connections recorded as a result of a child screening are recorded directly on the Child Screening record. Not in the guardian tab as demonstrated here. RECORDING A RESOURCE CONNECTION FROM THE GUARDIAN TAB The “Resource Connection” section is
Tutorial: Resource Connections Read More »
If you are looking for more resources and activities for your families, I came across this website the other day – TeacherSherpa.com. The activities are free and designed by teachers. There looks to be a ton of cool activities for the kids you are serving and their older siblings. So if you are looking for activities
Resource: TeacherSherpa Read More »
IMPROVEMENTS Reports and Exports New Report – Caseload Roster – Located in the Service Reports column under Caseload Summary. This report will list all Active children, their guardians, and related information. You can run the report as HTML or as a CSV file to download into Excel. Note: HIPPY Programs already have this report in the
Latest Improvements and Fixes as of 10/4/2017 Read More »
Did you know, that when you first log into Visit Tracker and are on the Welcome Screen, you can click the guardian’s name and that will take you to the Contact History page. This will save you a few steps if you are logging in to fill out your PVR. Do you know where
Tips and Shortcuts Read More »
Recently some new reports have been added – Children Summary and Guardian Summary. Here’s an explanation of the definitions in these 2 reports. The definitions apply to both the Children and Guardian reports unless stated otherwise. “Enrolled” – reports those individuals that have been enrolled in the program and not exited by the last day
NEW REPORTS: Guardian and Children Summary Read More »
A new automated Invoicing feature has recently been released. All Program Admins now have an Invoices section under Setup listing all invoices. The most recent invoice will be listed at the top. In many cases, you need to send that invoice on to someone else that will handle the payment. Here’s an easy way to
As of this week, we are implementing a new Help Desk support system. This replaces the FAQ system you might have been familiar with before this week. Click on “Support” from any of the Visit Tracker Web pages or from any of the pages when you are logged in. This will bring you to this
Your Visit Tracker renewal invoice amount is based on the number of Active users in your account. Home Visitors and full use Additional Admin count as “billable” users. The main admin and Ready Only Additional Admin do not. More information about current pricing can be found here: https://data-keeper.com/pricing/ To see the Active users currently in
Visit Tracker Renewal and User Count Read More »
