New and Updated Features

You asked… Visit Record Updates

Based on your suggestions, we’ve updated the Planning Guide and Personal Visit Records. SAVE AND CLOSE The PVR is a long record. Save buttons already exist throughout the record. We’ve added a “Save and Close” button next to each “Save” button. So if you are in the middle of a record and need to save …

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Visit Record Printing Options

When printing a Personal Visit Record, we’ve added some options on what information you want to include in the print version. A “Print” checkbox has been added to the Goals, Resource Connections, Milestones and Audit Trail sections. Whichever section you want to include on the PVR print version, simply just check the box. Leave unchecked …

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You asked… Referral Categories

There is a long list of Resource Referral Categories. Some of them may not make sense for your community. You can now manage your list of categories! Main Admins can go to the SETUP > PREFERENCES > REFERRAL section and decide which to show or not show. Here’s a screenshot of what it looks like.

Reminders Improvement

We recently made some updates to the Reminders feature. Here’s a summary. When setting reminders for children, there are now 3 options. Born children – children whose enroll date is on or after their birthdate Prenatal children – children whose enroll date is before their birthdate/due date All children – born and prenatal When setting …

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File Uploads – Updated

We recently updated File Uploads in Visit Tracker. Here’s what you need to know. Visit Tracker integrates with Drop Box. Home visitors can add files directly from Visit Tracker to the program’s Drop Box account. They do not have to have their own Drop Box account. The Main Admin for the Visit Tracker account can …

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New: HFA Transition Plan

The Transition Plan for Health Family America (HFA) programs has been added to Visit Tracker. View this article to read more details.

Updates 05-16-2022

Here’s an overview of the 2 latest updates that took place over the past 2 weekends. Reports Form 2 IL You can now choose which constructs to run the report for. If you are only needing a few constructs to view, use the new “Constructs” filter. IL Data Summary (formerly the IL Report Card) The …

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Conducted by vs. Assigned to

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 …

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Visit Tracker will now automatically email your guardians a reminder about an upcoming visit!

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 …

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