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 »
TUTORIAL – Resource Connections for Child Screenings (link to Knowledgebase article) RECORDING A RESOURCE CONNECTION FOR A CHILD SCREENING From the child’s Screenings page, there is a list of all screenings conducted. In this example, the latest screening is an ASQ-3 conducted on 10/1/2017. There is a Developmental Delay indicated but no referral made. To
TUTORIAL: Resource Connections for Child Screenings Read More »
There have been timing out issues over the past couple of weeks. We see the issues as they are happening and work hard to analyze and correct as quick as possible. We have identified 2 things thus far that cause these issues and want to share with you what we have found and corrections we’ve
Did you know that you can email guardians, individually or in mass, straight from Visit Tracker? When you set up a new guardian, and enter an email address, the guardian will automatically be emailed a “verification” email from us, on your behalf. The email will be sent from a Visit Tracker email, but your name
Emailing from Visit Tracker Read More »
