New and Updated Features

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: 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

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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

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Projects Update 8/9/2018

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 Email verifications – We added the ability to turn on/off email verifications when enrolling a new guardian.

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