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 […]
New Feature – User Permissions Read More »
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
Why am I seeing Texas Sales Tax? Read More »
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,
Projects Update 10-3-2019 Read More »
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
NEW: CO Family Support Assessment Read More »
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
HIPPY Age 2 Curriculum Read More »
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
New Family Archiving Policy Read More »
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
You asked… Duplicate Family Warning Read More »
Updates to Coordinated Intake were released over the weekend. Here’s a summary of that project. DUPLICATE APPLICATION WARNING When entering a new referral, you’ll be warned about potential duplicate applications that already exist. When a potential duplicate is detected (when clicking Save), those applications will be listed at the top above the new application you
Updates to Coordinated Intake Read More »
Over the weekend, we released an update to Contacts based on requests we’ve received from you. Here’s a summary of that update. New Contact Type Text – When adding new contacts, “Text” will be an option in the drop-down menu. “Other” Contacts You’ll now be able to better specify what “Other” is and run a
You asked… “Other” Contacts Read More »
We recently updated the MO Invoice sections II and III based on a request we received from the MO DESE office. Included in that update was a request we received from the field to have the Child Screenings section updated with pop-links. Here’s a summary of all the updates. Section II – Child Screenings Social-Emotional
You asked… MO Invoice Update Read More »
