Last night, Reminders was updated based on input we’ve received from the field. Here’s a summary of those updates: Reminders assigned to home visitors can be managed by other users that have permission to mange Reminder records (see User Permissions). Labels can be assigned to Reminders. The labels can added and managed from the Reminders …
Over the weekend, we released an update to Contacts based on requests we’ve received from you. Here’s a summary of that update. New Contact Type Text – When adding new contacts, “Text” will be an option in the drop-down menu. “Other” Contacts You’ll now be able to better specify what “Other” is and run a …
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. Section II – Child Screenings Social-Emotional …
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. PRINT OPTIONS Goals/Plans – You can now print the Goals Overview table. Click on the print button in the page’s header bar. Select …
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. …
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. Total months enrolled …
We’ve made a couple updates specifically for the HIPPY programs. HUSA Quarterly Reports > HUSA Families & Home Visits 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 …
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 …
Note: The mapping feature discussed here is only seen by programs that are PAT Affiliates. There has been no change to other program models and the exit reasons being used. With the PAT Record updates, Exit Reasons needed to change listing only those reasons required by PAT National. But what about the list of reasons …
Resource Connections was updated over the weekend. Here are the updates we’ve made as a result of your requests. Choose whether the connection shows on the PVR. Edit the record and select “Completed” which will remove that connection from the PVR. It does not change the latest status of the connection. It’s just a selection …
