There are 4 different user types in Visit Tracker; Main Admin, Full Access Additional Admin, Read Only Admin and Home Visitor. Main Admin – There can only be one Main Administrator for each Visit Tracker account. The main admin is the only person that will have access to the Set Up options under the Set […]
User Types and Definitions Read More »
Recent changes to enrollment status have brought up some questions regarding the use and definitions of the different status. Active: Families receiving home visits. Private contacts can only be added for Active guardians with Active children. Inactive/On Hold: As defined by PAT: ” A family can be placed on “Hold” if they intend to return to
Enrollment Status Definitions Read More »
The end of the year is upon us, and we wanted to share some tips to start auditing your APR. This is a good time to beginning looking at the APR to be sure your data is as accurate as possible! 90 Day Compliance Reports – In Visit Tracker, we have 2 different “new enrolled”
Tips for Auditing your APR Read More »
Here’s an update on the latest happenings and what to look forward to. PROJECTS RECENTLY RELEASED Planning Guide Improvements and other items see the post from 4/20/2018 PROJECTS IN THE TEST PHASE – SOON TO BE RELEASED Site/Fund Code Tracking History tracking is being added to Site/Fund Codes There will be a history table added
Projects Update 4/25/2018 Read More »
The main administrator for the Visit Tracker account has access to the Visit Tracker invoice. Invoices will no longer be emailed, so please be sure to check if you have an open invoice. When an admin logins into Visit Tracker, there will be a warning at the top of the page letting you know there
Invoices and Purchase Orders for Visit Tracker payment Read More »
For those of us who learned how to use computers in the 1990’s and early 2000’s, we were always taught to ‘double-click’ when saving or opening a file. Gone are the days of needing to double click and for Visit Tracker, double-clicking can actually cause some problems. Whenever you are saving, please be sure to click
Error due to double-clicking save Read More »
Grammarly is a quick and easy solution for grammar and spell checking that can be installed on your computer in minutes. And it’s FREE. It will work with all Visit Tracker pages and any other applications you are working in. Install Grammarly Once Grammarly is installed, you’ll see the little green circle shown here in
Need a spell checker? Read More »
If you have a canceled or a no show visit, and have already completed the Planning Guide, you can save it and transfer it to your rescheduled visit. To do this, go to the Guardian Contact History and click the edit icon (the pencil) on the right. This will open the edit contact page. Change
Saving Planning Guide or PVR by Rescheduling a Canceled Visit Read More »
This week many of you noticed that the %FPL column was not calculating for your latest Family Income History entries. This is now fixed. We’ve added the 2018 Federal Poverty Level calculations. Thank you for bringing this to our attention.
Federal Poverty Level 2018 – %FPL Fixed Read More »
Did you know that on your iPhone or iPad, you can use the dictation feature when filling in a text box in Visit Tracker? Simply click the dictation icon on the keypad and speak! You can say words like “period” or “comma” to add punctuation. Be sure to save your work when you are done!
User tip! You can use dictation on your mobile device Read More »
