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 the report in Excel.
Keep the suggestions coming. We’re working hard to make Visit Tracker as easy as possible for you.
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 email it to that person.
GO TO “SETUP” > “INVOICES”
- Only the Program Admin has access to the Invoices section
- The most recent invoice is listed at the top
- Click on the email icon highlighted on the right
- Be sure to click the email icon for the Open invoice. This will always be the top invoice.
SEND THE INVOICE
- After clicking the email icon, a pop-up window will open
- Type in the email address of the person you want to send the invoice to
- The invoice will be attached to the email sent and indicate that you are the one that sent the email
Hopefully this new feature adds efficiency and convenience for you. Let us know if you have any questions.
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.
As changes are made to Essential Requirements and model fidelity standards, Visit Tracker will work with Parents As Teachers National to ensure that we understand what those changes are and incorporate them into Visit Tracker Web.
We look forward to continue serving you.
Did you know that many of the questions you may have about Visit Tracker Web home visiting software, others have too? You can explore our internal Help tab, 24 hours a day, 7 days a week. Once you have logged into Visit Tracker, click on the HELP tab. Simply type in a few Key Words to your question and click the go arrow. For example, if you are looking to learn how to exit a family, type in “exit family”. You will then see a list of questions and answers that others have asked that are all related to exiting a family. If you are having questions regarding some of the reports, the Help tab can help you with that too! In the drop down list under “In”, look for Report Explanations. This will provide a list of the available reports with full explanations!
If you do not find the answer to your question, you can click on “Ask a Question” on the top menu. Type in your question with as many details as you can provide, and if your question is submitted during normal business hours (8:00 – 3:00 central time), we will most often answer your question within an hour of your submitting it!
Our internal Help tab is just another avenue for you to get the support you need when working in Visit Tracker Web home visiting software. Don’t forget, you can always call our 1-800 number (1-800-532-7148) or email us at email@example.com for support too!
Visit Tracker Web is a leader in home visiting software. There are currently over 1000 programs using Visit Tracker Web and growing! We are consistently making updates and changes to meet the needs of our users. Do you have a question? You can search our internal Help tab, but if you still can’t find the answer, email or call our 1-800 support line. We are happy to assist you! We also have a large library of free online training videos. If you haven’t checked out our demo recently, we encourage you login and take a look around. You can visit the demo by visiting www.visittrackerweb.com.