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.
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.
The Child Assessments section has been updated. Any family assessments that are designated as a child level assessment can be entered from the child’s Assessments page. An example would be the Bracken. Here’s a support article giving you more details about recording Child Assessments. (read article) Keep the suggestions coming!
