We received a request for the Family-Well Being entries on the Planning Guide to transfer to the Personal Visit Record.
This update was released earlier this week.
Thank you for your input and helping us make sure Visit Tracker works for you.
We received a request for the Family-Well Being entries on the Planning Guide to transfer to the Personal Visit Record.
This update was released earlier this week.
Thank you for your input and helping us make sure Visit Tracker works for you.
HAPPY NEW YEAR! I hope you all had a wonderful holiday break with your family and friends.
I received a suggestion at the PAT Conference to be able to schedule contacts from the Children section. There was 2 or 3 extra clicks to get to the Family Contacts page when there could be a direct link from the Child > Contacts page to save you some time and make your data entry a little more efficient.
So over the holiday break we added a couple of things to the Children section. First is a “Family Contacts” link underneath “Family Home” in the left navigation column. This will take directly the Families section > Contacts page where you can view the family’s contact history and add a new contact.
Second, we added the “+” to the Child Contacts page. Click on the “+” to open up the Contact Scheduling pop-up window. When saving the contact, you’ll be returned to the Family Contacts page – not Child Contacts – where you can view the newly scheduled contact. If you want to return to the child’s section, just click on their name in the Family Contacts history table.
Let us know if you have any questions or more suggestions.
Last night, Reminders was updated based on input we’ve received from the field. Here’s a summary of those updates:
Let us know if you have any questions.
Over the weekend, we released an update to Contacts based on requests we’ve received from you. Here’s a summary of that update.
You’ll now be able to better specify what “Other” is and run a report on these “other” contacts!
We recently updated the MO Invoice sections II and III based on a request we received from the MO DESE office. Included in that update was a request we received from the field to have the Child Screenings section updated with pop-links.
Here’s a summary of all the updates.
Over the weekend, we released a package focused on several requests we’ve received regarding more print options and an additional request about entering medical visits.
Here’s a summary of what we released.
When recording medical visits, you can now record more than 1 medical visit for the same date.
We received a request a while back to update the PAT ISR Report for PAT Approved User programs. We finally have been able to update and release the report this week.
The PAT ISR is updated according to PAT National’s 2018-2019 requirements. This report is available in the Admin / State / National reports column.
Thank you very much, Jamestown for your request and for your patience.
With the updates to Enrollment History and Statuses, we received a request recently to have the Exit Summary report be updated on how it reports the various enrollment periods. Here’s a summary of the updates.
The Exit Summary will now sum up all enrollment periods and report on the latest enrollment period.
This report is also now available in both HTML and CSV (excel) formats.
We’ve made a couple updates specifically for the HIPPY programs.
This report can now be accessed under HUSA Quarterly Reports located in the Reports > HIPPY Reports column. HIPPY USA validations have been added to this report. We’ve also included pop-ups for Unknown and No Data numbers to show you the list of those guardians or children reported in that number. You can also export the families (primary guardians) and children into an excel spreadsheet so that you can get a detail list of everyone reported along with their data used for the report.
Note: The Staff & Training report will be coming later this year.
With the recent Resource Connections update, you’ve probably noticed some changes to the Personal Visit Record. The Resource Connections section has expanded. Below that section is the “Family Resource Referrals during this Home Visit ” that has several items where you can indicate Information Shared (I) or also record Connections to Resources (CR).
Now in the Main Admin > Setup > Preferences section, you can set the
“Family Resource Referrals during this Home Visit ” show or not show.
If set to “No”, here’s how the PVR will look:
As you know, we’ve been updating Visit Tracker according to all the PAT Records in the Data In Motion manual. But the fields in Visit Tracker aren’t grouped 100% by how the data is grouped on the PAT Record forms. Many of you have asked for the records to be available in Visit Tracker to more easily demonstrate model fidelity and complete the Quality Endorsement Process.
Last night we released a PAT Records page linked directly from the Family Home page. On this page, data is grouped by PAT Record so that you can review, save, and print. You’ll find the PAT Records button at the top right of the Family Home page in the header bar.
Click on the button to view the 4 records that are listed on the PAT File Review Tool.
Page features
What about the other PAT Records?
The other PAT Records can be printed from the section where those records are created. An example would be Resource Connections and Goals, print these records from the Resource Connections and Goals sections.