A new tutorial is available Family Home Page
View all tutorials available for the Multiple Guardians project in the Knowledgebase.
The Multiple Guardians project is scheduled to be released late March.
The new Group Connections plan and record has been released.
The updates include all requirements related to HIPPY and PAT.
Here’s a tutorial posted in the Tutorial section of the Knowledgebase:
Let us know if you have any questions.
Resource Connections Reports
Re-assigning Families and Deactivating Home Visitors
First of all we wish you all a Merry Christmas, Happy Holidays and Happy New Year. We hope you all have a very festive holiday season.
Here the latest updates we released this week.
PAT Data In Motion
We’re working our way through the Data In Motion document to get Visit Tracker up-to-date with the latest PAT Model Requirements. Here’s the latest additions
PAT Data In Motion
Other Features and Additions
TUTORIAL – Resource Connections for Child Screenings (link to Knowledgebase article)
RECORDING A RESOURCE CONNECTION FOR A CHILD SCREENING
From the child’s Screenings page, there is a list of all screenings conducted. In this example, the latest screening is an ASQ-3 conducted on 10/1/2017. There is a Developmental Delay indicated but no referral made.
To record a referral for this screening, click on the “edit” icon to open the screening record.
NOTE: It’s important to note that when recording a Resource Connection for a child’s screening, you need to record the connection on the record where the delay is indicated. And the connection should be directly related to the delay indicated on that screening
TIP: Although you can record all screenings on 1 record, you may want to consider recording screenings on separate records especially in cases where the child may have a delay for more than 1 screening.
RESOURCE CONNECTION SECTION ON THE SCREENING RECORD
The Resource Connection section is located at the bottom of each Screening record. The section defaults to “No” for “Was a resource connection made as a result of a concern found during this screening?”
So step 1 is to change the answer to “Yes” and check each type of screening on that record that relates to the resource connection. In this example, this is a developmental screening where a delay was found.
Next, indicate the date you made the referral, to what agency and the reason. There are 3 possible entries as to where you are making the referral in case you are making more than 1 referral for various screening delays.
After saving the Resource Connection entry, the record will close returning you to the Screenings page. The green bar indicates that your information was saved and the record is updated.
You’ll notice that under the Referral column on the Screenings page, the “Ref” shows “Y”. The next step will be to record a follow up.
RECORDING A FOLLOW UP
To record a follow up, return to the Screening record by clicking on the “edit” icon.
Scroll to the bottom of the record where you will find your referral information and enter the follow up information.
In this example, you followed up with the family about this referral on 10/30/2017.
Anytime you are selecting a “No” response, there is no more data to enter.
However when selecting “Yes, received services”, more fields will open up for you to complete referral entry.
The reports that specifically relate to Screenings and related Resource Connections are:
This a screenshot of the Reports section for all program models other than HIPPY.
This a screenshot of the Reports section for all HIPPY programs.
RECORDING A RESOURCE CONNECTION
(download a pdf version of this post from our Knowledgebase article.)
Note: Resource Connections recorded as a result of a child screening are recorded directly on the Child Screening record. Not in the guardian tab as demonstrated here.
RECORDING A RESOURCE CONNECTION FROM THE GUARDIAN TAB
The “Resource Connection” section is located in the Guardian tab in the left navigation bar
RECORDING A RESOURCE CONNECTION FROM THE PVR
Resource Connections can also be recorded from the Family Well-Being section on the Personal Visit Record (PVR)
RECORDING A FOLLOW UP TO A RESOURCE CONNECTION
To record a follow up to a Resource Connection