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 »
Visit Tracker is now offering integration with Tableau – a reporting and data analysis tool. look for trends in your data tell your story visually respond quicker to reporting and analysis demands If you want to get more from your data and be able to tailor reports specific to your needs, then integrating Tableau with
Now Offering Tableau Integration Read More »
Visit Tracker Web and Parents As Teachers have finalized a licensing agreement which allows our Users to build PAT Records in Visit Tracker. This license will ensure that you can use Visit Tracker as your chosen database to demonstrate how your program follows the essential requirements of the PAT model and the Quality Assurance process.
Licensing Agreement Finalized with PAT Read More »
Recently we heard that the Service Counts report was possibly not reporting correctly. It was more about having an expectation of how it will report versus what it was actually reporting. So the questions are, “Why is it reporting this way?” and “Should it?” The issue: The report for Quarter 1 and Quarter 2 was
REPORTS: Service Counts Edited Read More »
Have you had a recent change in staff? Here is an easy way to reassign the caseload and deactivate the home visitor or delete additional admin: The program admin for the account can go to the Home Visitor tab and choose the Home Visitor they want to deactivate from the pop down list. If the
Tips and Tricks – July 31, 2017 Read More »
