You asked… Report Updates

We recently released some updates to various reports based on your suggestions. Here’s a list of the reports updated. Keep reading for more detail. Supervision Sessions The Supervision Sessions report was previously only available in HTML format. It now can be ran as a CSV file and opened up in Excel. This report is located

You asked… Report Updates Read More »

New Breastfeeding Survey Report

We’ve recently added a new report to the Child Health Info reports for Breastfeeding. The current report was an export for all breastfeeding entries completed in the date range selected. This new report will list all children with at least 1 private contact in the date range and display their latest breastfeeding survey entry. Reports

New Breastfeeding Survey Report Read More »

Reminders – Update

Here’s some updates made to the Reminders feature. General Reminders When creating a General reminder, Helper Admins will be included in the Users selection list. An example of how this can be applied might be when creating a reminder to run reports periodically. And the responsibility is a Helper Admin not a home visitor. Reminder

Reminders – Update Read More »

You asked… Supervision & Staff Events

Thanks to your continued input, we’ve recently made some updates related to Staff Events (formerly PDC/Training events) and Supervision records. Supervision Events and Records Supervision can now be scheduled and recorded with Helper Admins. In “Contact With”, the list will include Helper Admins. Staff Events First, PDC/Trainings was renamed to Staff Events because the events

You asked… Supervision & Staff Events Read More »