Reports related to High Needs have been updated!

Here are the reports that have been updated to calculate based on the start and end dates for Family Strengths and Stressors.


  • Located in the General Reports column.
  • This report replaces the High Needs report.
  • Stressors are counted based on the start date of the report (existing families) or on the enroll date (new families). This follows the same logic as the 18-19 APR


  • The report calculations have been updated to count the actual # of Stressors each month to determine overall visit frequency expectations
  • Details have been added to the report to help you understand how this report works
  • The report columns have changed to give you each piece of data used to determine whether the benchmark is being met.


  • Sections related to Family Stressors and Visit Frequency have been updated
  • Section II #3 a-p – aligns with Family Strengths and Stressors report
  • Section II #4 – aligns with Family Strengths and Stressors report
  • Section IV #1-2 – aligns with Family Strengths and Stressors and Visit Frequency reports


  • Freq 1 and Freq 2 have been updated

MO Invoice

  • This report was updated to consider the start and end dates for Family Stressors and Additional Characteristics
  • Any Family Stressor or Additional Characteristic that has an end date before the reporting period will not be counted in the MO Invoice
  • Families may go from “low” to “high” needs in the reporting period, but never from “high” to “low”.

And finally….we updated the Demographics page.


  • Due to the length of each section, we now have Stressors, Characteristics and MIECHV Priority Population as expandable and collapsible sections.
  • Open each section, update, save and collapse


  • Click on “definitions” to see each Stressors definition as defined by PAT National

Are you headed to Phoenix for the PAT Conference?

So are we!  Jen will be in Phoenix, so please stop by and say “Hello”! This is a great time to ask questions face-to-face. She will also have some exciting upcoming features to share with you.

Please keep in mind that since Jen will be at the conference, no one will answering the phones for the week.  Please either email or submit a ticket from the Support tab in Visit Tracker.

Have a great week!

Recent fixes & improvements 10/2/2018

Here are some of the things we’ve recently released.


  • A recent request was made to allow other home visitors to make edits to the Group Connection Record beyond just the person that created the record.
  • When scheduling / editing a Group Connection Record, whoever is creating the event can now use the “Home Visitors” drop-down selection to grant full access to edit the event.


  • Another request received was to remove the 500 character limit on the Child Screening Summary.
  • Done! no more limit


  • A date range filter was added to the Non-active Children > Inactive / On Hold Children page


  • There was an extra header to Home Visitor resources / Key points: in the Family Well-Being section
  • The header was removed
  • Still in progress – We’ll be removing the sync from Planning Guide to PVR for Home Visitor resources / Key points: and Closing. These will no longer transfer to the PVR once this is released. Coming Soon!

PAT partners with Carthage Family Literacy Council

Parents as Teachers co-hosted a reading event with the Carthage Family Literacy Council in Missouri that made the news cycle. The event was hosted in order to promote early childhood education and developing reading skills of pre-school age children. The Carthage Family Literacy Council’s mission is “to promote early reading to babies (starting at birth) and continuing throughout the early childhood years” and at the end of the event, each child got to choose a book to take home.

To read the full article or see the news clip, click here:

  • direct link –

To learn more about the Carthage Family Literacy Council, click here:

  • direct link –


NEW: CHEERS Check-In Tool

The CHEERS Check-In Tool is scheduled to be released by the end of the week. Here is a quick look at the new assessment.

Located in the Guardian > Assessments section. Choose CHEERS Check-In from the Add New list.

  • Note: Not seeing CHEERS Check-In in your list? The Main Admin for your program can check in Setup to see if the tool is set to show. (see below for more details)

At the bottom, subscores are added up along with an overall Total. If the assessment is not complete, the scores will not be totaled. An “incomplete” indicator in red should help bring that to your attention in case a question was accidentally skipped. You will still be able to save your entry as incomplete and come back to it later.


Go to Reports > Assessment Reports > CHEERS Check-In Tool where you can run 2 types of reports

  • Compliance report designed for Healthy Families America (HFA) Programs
  • Detail Export to give you the details of each assessment conducted


Manage Preferences for CHEERS Check-In and all other assessments in the Setup > Preferences section

  • Set only the assessments you are using to display
  • Set the default for the Next Due Date field. Reminders can be created for the Next Due Date.


Parents as Teachers partners with WashU to combat obesity

Washington University in St. Louis received a 3.3 million dollar grant from the National Institute of Health, and has elected to partner with Parents as Teachers in an ongoing effort to slim down the national epidemic of obesity. The grant money will fund research at 24 home-visitation sites nationwide, and will help improve the health and school-readiness of families and children. This partnership seeks to work primarily with young mothers, ages 19 to 35, and promises to research new ways to end weight gain and chronic disease post pregnancy, especially in low-income high-risk communities.

To read the full article about WashU’s partnership with Parents as Teachers, click here.


Parents As Teachers receives grant from Ballmer Group

The national organization, Parents as Teachers (PAT), recently received a multi-million dollar grant that will help support the education of at-risk children and families across the country. The grant is awarded by Ballmer Group, a philanthropic organization dedicated to improving economic mobility and education of communities and children that struggle socioeconomically. With this grant, PAT promises to hire additional staff and continue to support its more than 1,300 partner organizations that help provide home visitation to more than 193,000 families annually.

Read the full article

Learn more about Ballmer Group and their philanthropic work.

Visit Tracker Invoices, Purchase Orders and Payments

The main administrator for the Visit Tracker account has access to the Visit Tracker invoice.  Invoices will no longer be emailed, so please be sure to check if you have an open 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.

Please note price changes that will go into effect July 1, 2018.  Please visit our pricing page:

If your school district/organization creates Purchase Orders for payment, the admin can enter those PO numbers directly onto the invoice.  There is no need to email, fax or send this PO’s directly to us.

To enter a PO, first go to the Set Up tab, and then the Invoices link on the left (only the main admin will have access to Invoices).

Once you are on the Invoices page, the top invoice will be the most recent.  You can click on the Edit icon (the pencil) on the right to edit the invoice or enter a PO number.  From this screen, you can also email your invoice (the envelope icon) or you can print it (the printer icon).

On the edit invoice screen, there is a field to enter the PO number and date.  Be sure to save at the bottom of the page. Once the invoice has been saved, it will be updated immediately and can be printed or emailed.

Please understand that a PO is not payment, and the account will continue to show an open invoice until we have received the check. If you have a purchase order on file and you know the payment will not reach us by the due date, please email and we will be happy to provide you with a grace period.

If you have additional questions about Visit Tracker pricing, you can visit our pricing page at: or email

Recent Releases & Fixes 9/5/2018

Here is this week’s releases and fixes:


Planning Guide and PVR Sync – We’ve updated the the syncing of data from the Planning Guide to the PVR

Kansas KIDS Exports – We’ve updated the exports according to the 2018-2019 program year requirements.


MO Invoice fixes

  • Section III
  • Pop-up window list of guardians/children
  • We added report processing for this report to improve performance

APR – Immunizations

  • Immunization information from Child Health Record is fixed

Report Upgrades

The following reports were upgraded and released this week.

  • Service Counts
  • Personal Visit Record Report
  • Visit Frequency
  • Exit Summary

Also upon requests from the field, we added the option of running these reports as a CSV file in addition to the standard HTML file. In the CSV file format, you will be able to open the report in Excel.

Keep the suggestions coming. We’re working hard to make Visit Tracker as easy as possible for you.