Affiliate Performance Report 22-23

The PAT APR 2022-2023 is now available! We’ll be archiving the APR 2020-2021 and APR 2021-2022 soon. So be sure to go through any of those reports you want to save and pin them. For more information on pinning reports, read this article. Article URL: https://data-keeper.zendesk.com/hc/en-us/articles/9101933728659-Pin-and-Rename-Reports

You asked… Mass Exit update

The Mass Exit feature has been updated. SETUP > PREFERENCES > EXIT/HOLD STATUS In the Exit/Hold Status preference page, families can be exited based on their Site/Fund Code. For “Exit By”, choose “Site/Fund Code” and then select all the codes assigned to families you want to exit.

You asked… PMR “Due” Column

Recently, the PMR 2021-2022 was updated to calculate and show the individuals that were “Missing / Not in compliance” for each item. Now we’ve added a “Due” column. “Due” is calculated for the initial items – Initial FCA, Initial Health Review, and Initial Developmental Screening. For each of those items, a person is Due if …

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CDC Milestones have been added

PAT Affiliate / PAT Approved Users will now have the option to show PAT Milestones or the CDC Milestones on their PVR. Any other curriculum type (HIPPY, HFA, Family Spirit) can now select to show the CDC Milestones under the Child –> Milestones page. The Main Admin will have a new option of Milestones under …

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Visit Record Printing Options

When printing a Personal Visit Record, we’ve added some options on what information you want to include in the print version. A “Print” checkbox has been added to the Goals, Resource Connections, Milestones and Audit Trail sections. Whichever section you want to include on the PVR print version, simply just check the box. Leave unchecked …

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