New and Updated Features

Last night, we added a new Supervision page in the Calendar section. Here’s an overview of the Supervision project: Staff Events with category of Supervision can be managed from the Supervision page in the Calendar tab. Main Admins and Users with Supervision permission (see User Permissions post) can record supervision records for both Group and […]

We’ve added user permissions to the Main Admin’s capabilities under the SETUP section. The section “Add’l Admins” has changed to “User Management” in Setup. This new feature gives the Main Admin the ability to assign additional permissions to Helper Admins and Home Visitors. Home Visitors can be given “Full access – Data entry” which is

Once logged in, you are probably seeing the red message: ” Texas Sales Tax Exemption Reason is missing. To update this, go to Setup > Profile” DataKeeper Technologies, LLC is a Texas-based company and required to charge sales tax unless you have a valid exemption. To indicate your exemption status, the Main Admin of the

There are 3 projects in development that I would like to share some details on. CHILD SCREENING RECORDS In this project, we’ll be making several improvements to the Child Screening Records. The Screening Record will be separated by screening type. When recording a screening, you will now choose to record a Developmental, Social-Emotional, Health, Hearing,

The Colorado Family Support Assessment (version 2.0) has been recently added to Visit Tracker’s list of assessments. This assessment can be found in the list of assessments as CFSA2. This assessment can be set to display from the Main Admin’s Setup > Preferences section. There is also a report available in Reports > Service Reports

Over the weekend, HIPPY Age 2 was added to the curriculum selection on the Child Data page. Here’s a summary of that project: Age 2 added to the curriculum selection list Home Visit Record (PVR) updated to show Age 2 and additional feature checking curriculum on data page. (see details below) Reports updated TX HIPPY

Visit Tracker will begin 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.  This doesn’t mean that programs will lose access to these families and their data. Programs will be

We’ve heard about the need for Visit Tracker to indicate duplicate families. We released a duplicate warning feature over the weekend. Here’s how it works. DUPLICATE APPLICATION WARNING When entering a new family, you’ll be warned about potential duplicate families that already exist. When a potential duplicate is detected (when clicking Save), those families will