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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!

You may have noticed changes to the scoring for the HOME I/T and EC HOME. We recently received word from programs that the scoring in Visit Tracker reflected the older 2003 version of the HOME Assessments. The HOME I/T and EC HOME in Visit Tracker now match the 2016 versions. Let us know if you

We’ve updated the PVR and the PVR report to indicate “reviewed by supervisor”. Supervisors can check the box at the bottom of each PVR. The note will be added to the audit trail. And a “thumbs up” will show on the Contacts page for that private visit. Here are a couple of screenshots. Thank you

Kansas KIDS exports have been updated according to the 2021-2022 KSDE specifications. One key update is related to the recent update to the Race selections. Now multiple races can be selected. And the KS KIDS exports will report based on the races that have been checked.