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At the Home Visiting Summit, I was visiting with a State Leader who suggested an improvement. She wanted to understand the color meanings for the “Private” link on the Contacts page. I pointed out that it was there on the page when you hover of the “?” at the top right of the page. She […]

We had a suggestion to include some indicators on the visit record related to child welfare involvement. You can now indicate if the home visit is a supervised visit or if the child is present. Here’s how to turn that section on if needed. Here’s how it looks on the visit record. This data is

A new feature has been released this weekend – Additional Families Now a family can be assigned to more than 1 home visitor. Families will still have their primary home visitor assigned on the Child Data page. Additional families can be assigned to a home visitor by admins from the home visitor’s My Families page.

A new feature has been added to Visit Tracker – Mass Screenings. It has been in high demand and here it is. Check out this demo. Refer to our Knowledgebase articles for detailed screenshots as well as this video. https://data-keeper.zendesk.com/hc/en-us/articles/20445128817939-Mass-Screenings

We recently released some updates to various reports based on your suggestions. Here’s a list of the reports updated. Keep reading for more detail. Supervision Sessions The Supervision Sessions report was previously only available in HTML format. It now can be ran as a CSV file and opened up in Excel. This report is located

We received a request to update the Group Connections Report – also known as the Group Meetings Report if you are not a PAT Affiliate program. The request was to add totals to the HTML report or add a CSV option in order to be totaled manually. So we decided to not just offer both,

When connecting multiple families to a resource, you can record a Multi-Family Resource Connection (PAT Affiliates) / Multi-Family Referral. This feature allows you to: The referral will be recorded for all families that attended. You can see these referrals for each family from their Resource Connection / Referrals page. View the How-To Article for details

Thanks to your continued input, we’ve recently made some updates related to Staff Events (formerly PDC/Training events) and Supervision records. Supervision Events and Records Supervision can now be scheduled and recorded with Helper Admins. In “Contact With”, the list will include Helper Admins. Staff Events First, PDC/Trainings was renamed to Staff Events because the events

Thanks to everyone that stopped by the booth at the conference. It’s always a pleasure to connect with you all in person. We received a lot of good feedback and suggestions. Since the conference, here’s a list of of improvements we completed from what you told us. Family Demographics and Health Info page When you

The Mass Exit feature has been updated. SETUP > PREFERENCES > EXIT/HOLD STATUS In the Exit/Hold Status preference page, families can be exited based on their Site/Fund Code. For “Exit By”, choose “Site/Fund Code” and then select all the codes assigned to families you want to exit.