NEW: CHEERS Check-In Tool

The CHEERS Check-In Tool is scheduled to be released by the end of the week. Here is a quick look at the new assessment.

Located in the Guardian > Assessments section. Choose CHEERS Check-In from the Add New list.

  • Note: Not seeing CHEERS Check-In in your list? The Main Admin for your program can check in Setup to see if the tool is set to show. (see below for more details)

At the bottom, subscores are added up along with an overall Total. If the assessment is not complete, the scores will not be totaled. An “incomplete” indicator in red should help bring that to your attention in case a question was accidentally skipped. You will still be able to save your entry as incomplete and come back to it later.


Go to Reports > Assessment Reports > CHEERS Check-In Tool where you can run 2 types of reports

  • Compliance report designed for Healthy Families America (HFA) Programs
  • Detail Export to give you the details of each assessment conducted


Manage Preferences for CHEERS Check-In and all other assessments in the Setup > Preferences section

  • Set only the assessments you are using to display
  • Set the default for the Next Due Date field. Reminders can be created for the Next Due Date.


New Feature and Fixes Released 8/3/2018


We’ve made some improvements to the Preferences section under the Main Admin’s Setup


  • We’ve received some requests to make the email verification a function that can be turned on or off so that guardians aren’t receiving automated messages when you first enter their information.
  • In “Guardian Fields to Display”, the first in the list is Email verification where you can now control.
  • Everyone’s account has the function turned on. So if you no longer want email verifications to be sent, then set it to ‘No’.
  • IMPORTANT: If you are using the “Send email” feature at all, email verifications should be set to ‘Yes’.


  • The list of assessments has been growing. You can now control which ones you want to see in that list.
  • In Preferences, we’ve added “Family / Guardian Assessments to Display”. Only have those assessments you are using set to “Yes”.
  • NOTE: Only the assessments set to “Yes” will show in the list when adding a new assessment and the Assessment Reports section.

Each section in Preferences is now expandable and collapsable. Hopefully, this will help reduce the amount of scrolling as we continue to add more controls for you.


HFA LEVELS – The new levels and weights have been updated for all HFA programs.

CUSTOM REPORT ACCOUNTS – The start date default can now be set by you! Go to Profile > Set Start Date for Reports. The end date will now default to the current date.

SITE/FUND CODE – The Site/Fund Code is now fully editable. Any incorrect entries can be fully edited or deleted in the history table at the bottom of the Guardian Data page.


APR Section II #12 – The issue with prenatals being counted in this section has been corrected.

Child Health Record Immunizations – “Immunizations Current as of” field on the Child Data page is now updated by the “Immunizations up to date” information on the Child Health Record.

Child Exit Report – The Exit Report for exited children is now functioning correctly.


LSP Child Scales

We’ve recently added the Child Scales to the Life Skills Progression assessment.

When creating the LSP, choose the child to include on the LSP. If there are multiple children in the family that you want to include on the LSP, you can select each child to be included on the same LSP. They will allow be added to the bottom of the LSP you are entering.

Let us know if you have any questions.

Updated Reports: APR, PMR, Screening and Family Assessment

The APR, PMR, Screening Compliance – new enrolls and Family Assessment Compliance reports have been updated. Here are the key updates for each.


  • Children with “Current Education Status” marked as “Kindergarten” will be excluded from items II.11 and II12 and all items related to them. Important – When completing your final APR report, remind your home visitors not to update any children entering into kindergarten for the next program year until after the APR has been completed for the previous program year.
  • Screening compliance for newly enrolled children: Children that received a completed screening 90 days before their enroll date will be included in items VI.3a and VI.4a.
  • Newly enrolled” is defined by the very first PVR falling inside the reporting period.


  • The PMR Numerator and Denominator calculations come directly from certain APR items shown here



  • A ‘Due by‘ column was added which is day 90 from the date of the 1st PVR. If the child has not been enrolled longer than 90 days from the 1st PVR date, then this column will just show blank.
  • PAT Compliance‘ was updated to also count completed screenings within 90 days prior to the child’s enroll date


  • Date of 1st PVR‘ – The report will now show the date of the 1st PVR that occurs on, or after, the guardian’s enroll date
  • Due by‘ – This column was added and will display either day 90 from the 1st PVR for new guardians or day 90 from the 1st day in the report date range for guardians whose 1st PVR was before the report date range
  • The date the assessment is now separated into 2 columns
    • Date LSP, PFS, NCFAS Conducted‘ – Will display the date of the assessment entered in Visit Tracker.
    • Date of PVR with “Family Assessment” Checked‘ – For those programs that use an assessment not in Visit Tracker, the report will display the date of the PVR where the assessment was conducted
  • The compliance column will now show blank if the ‘Due by‘ date has not passed.

Let us know if you have any questions regarding these reports.