Creating a New Family (view tutorial). Update on the Multiple Guardians project – target release is late March. As mentioned on the 1st Multiple Guardians post, we’ll be posting more details and tutorials to help this transition to be as smooth as possible. Rather than an in-depth post to the blog, we’ll be creating tutorials and …
We’ve added Site Funding to all HIPPY programs. This section can be accessed by the Main Admin under the Setup tab underneath Profile. In the Site Funding section, add program budget information for the following: Government Funding Sources Private Funding Sources In-Kind Donations Volunteers When a Government, Private or In-Kind source ends, simply go to …
Here are the reports that have been updated to calculate based on the start and end dates for Family Strengths and Stressors. FAMILY STRENGTHS AND STRESSORS Located in the General Reports column. This report replaces the High Needs report. Stressors are counted based on the start date of the report (existing families) or on the …
Reports related to High Needs have been updated! Read More »
The following reports were upgraded and released this week. Service Counts Personal Visit Record Report Visit Frequency Exit Summary Also upon requests from the field, we added the option of running these reports as a CSV file in addition to the standard HTML file. In the CSV file format, you will be able to open …
NEW FEATURE We’ve made some improvements to the Preferences section under the Main Admin’s Setup EMAIL VERIFICATION 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 …
PROJECTS RELEASED Resource Connections Reports “Resource Connections” in the Service Reports columns replaces “Resource Referrals” There are 3 reports now available to provide you with Resource Connection and Information Shared data “Resource Connections” – This report will display all connections made within the date range specified. The connections displayed will be for those families that …
A new automated Invoicing feature has recently been released. All Program Admins now have an Invoices section under Setup listing all invoices. The most recent invoice will be listed at the top. In many cases, you need to send that invoice on to someone else that will handle the payment. Here’s an easy way to …
Visit Tracker Web and Parents As Teachers have finalized a licensing agreement which allows our Users to build PAT Records in Visit Tracker. This license will ensure that you can use Visit Tracker as your chosen database to demonstrate how your program follows the essential requirements of the PAT model and the Quality Assurance process. …
Visit Tracker Web home visiting software is currently working on some changes to reflect updates to the state of Missouri’s DESE Invoice report. Here are some changes to the Invoice report: Non High Needs families will have access to 12 family personal visits instead of 10. MO has adopted the National PAT office High Needs …
Visit Tracker Web to make changes to MO Invoice Report for FY2014 Read More »
