Often when running a report for certain records and using the Home Visitor filter selection, you may be want to see the report results based on who conducted the service or by the home visitor’s assigned families. Recently we updated specific reports with these 2 options. Updated reports PVR Report Screening Report Assessments Report On […]
Conducted by vs. Assigned to Read More »
Visit Tracker will be archiving families that have been exited or dormant (no service records or contacts) for 6 years or more. Once archived, the families will be removed from the online environment to a secure offline environment. Programs that have families meeting the criteria will be receiving the notification with further instruction. Programs will
Family Archiving Policy Read More »
New Feature!! We are excited to release a new feature where Visit Tracker will automatically email your guardians a reminder about an upcoming visit! You can view the full admin tutorial here. This feature is available to programs already using the “email verification”process. If you are not currently using this feature and want to know
The PAT PMR has been updated over the weekend. When running the new PMR 2021-2022, there is a new column “Missing / Not in compliance”. This column will report all the individuals from the Denominator that did not get reported in the Numerator. A pop-up listing the participants is provided.
You asked… PMR Update Read More »
Visit Tracker has been updated to allow programs to indicate if a family is receiving doula services. Here’s an article explaining how to get started. https://data-keeper.zendesk.com/hc/en-us/articles/4820768995347-Doula-Services
Update – Doula Services Read More »
The HFA Service Plan has been added to Visit Tracker. Here’s an article on how to get started. https://data-keeper.zendesk.com/hc/en-us/articles/4769345692563-HFA-Service-Plan
NEW – HFA Service Plan Read More »
Screening referrals have been updated. In the Resource Connection area for a screening, you’ll notice a new question: “Is the home visitor providing support related to a concern found during this screening?” If a concern has been found and you will be offering support for the family, select YES. Continue to use the question “Was
Screening Referral Update Read More »
Yes! There have been some big changes with the PG and PVR! With these changes, your workflow has been interrupted which is the worst thing possible. We are very sorry for the frustration this has caused. Here’s some background as to why we made these updates. A main reason for this change was due to
PAT Planning Guide and PVR updates Read More »
Over the weekend the Planning Guide and Personal Visit Record were updated. Here’s a summary of the update and important notes. Summary of Update New user interface design More responsive to the variety of devices used like tablets and laptops Cleaner design for data fields that have long lists to select from Improved interaction between
Updates to PAT Planning Guide and PVR Read More »
We’ve recently released some updates related to questions and suggestions you have submitted. Here’s an overview of the updates. PAT Records > Participation Agreement Date When adding the Participation Agreement date on the Family Data page, the date will be added to the PAT Records Annual Review/Update table. Each time the field is updated from
You asked… Updates as of 2/18/2022 Read More »
