The main administrator for the Visit Tracker account has access to the Visit Tracker invoice. When an admin logins into Visit Tracker, there will be a warning at the top of the page letting you know there is an open invoice. If your school district/organization creates Purchase Orders for payment, the admin can enter those […]
Visit Tracker Invoices and Purchase Orders Read More »
We often get questions about why we don’t have an app. The short answer is that when you have an app, it’s typically a compressed version of the website. Since all components of the website are necessary to do your job, we don’t feel an app would be beneficial. What we have realized though, is
User Tip! You can add a Visit Tracker shortcut to your phone or tablet Read More »
A feature just released now allows for reports – those that have a Ready to View table – to be pinned and renamed. This feature allows users to: Pin reports – This is a flagging feature to indicate a report is a “keeper” Rename some of the fields in the table – For example, change
Report Update: Pin and Rename Reports Read More »
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… Mass Exit update Read More »
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
You asked… PMR “Due” Column Read More »
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
CDC Milestones have been added Read More »
Kansas KIDS exports have been updated according to the latest 2022-2023 specifications released by KSDE.
Kansas KIDS Exports 2022-2023 Read More »
Based on your suggestions, we’ve updated the Planning Guide and Personal Visit Records. SAVE AND CLOSE The PVR is a long record. Save buttons already exist throughout the record. We’ve added a “Save and Close” button next to each “Save” button. So if you are in the middle of a record and need to save
You asked… Visit Record Updates Read More »
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
Visit Record Printing Options Read More »
There is a long list of Resource Referral Categories. Some of them may not make sense for your community. You can now manage your list of categories! Main Admins can go to the SETUP > PREFERENCES > REFERRAL section and decide which to show or not show. Here’s a screenshot of what it looks like.
You asked… Referral Categories Read More »
