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Multiple Guardians Project – New Family

Creating a New Family (view tutorial). Update on the Multiple Guardians project – target release is late March. As mentioned on the 1st Multiple Guardians post, we’ll be posting more details and tutorials to help this transition to be as smooth as possible. Rather than an in-depth post to the blog, we’ll be creating tutorials and

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New Feature: Scheduler – Setting Reminder Rules

A new feature was released last night.  In recent updates, we’ve been referring to this project as “Scheduler” and it gives Main Admins and State Account holders the ability to set reminder rules. The rules will then generate reminders automatically and assign them to home visitors and or helper admins. The same 3 types of

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Projects Update 12/10/2018

Here’s an update on the latest happenings and what to look forward to. SUGGESTIONS FROM THE FIELD  Requests that have come in through the Help Desk, email or phone calls. Keep submitting your suggestions. We’re listening. submit suggestion Released: Print friendly version for EC & I/T HOME assessments: At the bottom of each of these

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New Feature: HIPPY Site Funding

We’ve added Site Funding to all HIPPY programs. This section can be accessed by the Main Admin under the Setup tab underneath Profile. In the Site Funding section, add program budget information for the following: Government Funding Sources Private Funding Sources In-Kind Donations Volunteers When a Government, Private or In-Kind source ends, simply go to

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Multiple Guardians 01 – An Overview

The Multiple Guardian project is scheduled for a release toward the end of February. As progress is made, we’ll continue to release more details ahead of time to support you with this change. With the ability to be able to add more than 1 guardian to a family, there will be some changes to how

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Recent updates and fixes 11/28/2019

Here’s a list of the latest updates and fixes we’ve released. GUARDIAN AND CHILD STATUS – UPDATE AND EDIT We recently received some input from the field that the “Create New Status” and “Edit Current Status” buttons in the Enrollment Info sections of the guardian and child data pages were confusing. Here’s an overview of

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Coordinated Intake Reports Updated

For Coordinated Intake Agencies, the Case Status Summary and CIAT Export reports have  been updated. Case Status Summary This report analyzes new applications For the CI Agency that is running the report, a new application is an application created by the CI Agency or received by the CI Agency. Use the date range filter to

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Project Updates 10/23/2018

Here’s an update on the latest happenings and what to look forward to. SUGGESTIONS/REQUESTS FROM THE FIELD  Requests that have come in through the Help Desk, email or phone calls. Keep submitting your suggestions. We’re listening. submit suggestion Planning Guide and PVR sync – We removed the sync for Family Well-Being Key Resources and Closing

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New – HFA Site Profile Report

We recently added the HFA Site Profile Report to the list of Admin reports for Healthy Families America programs. Here are a few details about the report: Reports data on primary guardians and the target child(ren) The target child is defined as the first child enrolled OR the youngest child enrolled in the family if

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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. 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

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