This article can serve as a self-guided training outline for home visitors getting started with Visit Tracker.
Creating families and managing services
In this tutorial, learn how to
- Create a family, guardian and child.
- Add and manage the services a family is receiving.
Demographics and Health Information
- Next, add family / guardian demographic and health information. view tutorial
Child Health Information
Each child has their own health information section as well.
- Enter the child's health information. view tutorial
Contacts and Home Visits
In the Contacts section for Families, you can record all the contacts made with a family - home visits, phone calls, texts, emails, different cancellation reasons and no shows. There's even an "Other".
- Schedule and record a home visit. view tutorial
- Cancel and reschedule a home visit. view tutorial
- Filling out the Planning Guide (PAT Affiliates). view tutorial
- Filling out the Home Visit Record. view tutorial
Assessments
These first 2 tutorials are specific to the Assessments section located in the Families tab
- Create an assessment for a family. view tutorial
- Add a referral / resource connection to a family assessment. view tutorial
In the Children tab, there is also an Assessments section
- Learn about the Child Assessments section. view tutorial
Child Screenings
- Here's an overview of the Child Screenings page. view tutorial
- Creating a new child screening record. view tutorial
- Making a referral due to a child screening concern or delay. view tutorial
Resource Connections / Referrals
- View this tutorial to learn how to create and update Referral / Resource Connection records. (view tutorial)
Family Goals
- Learn how to create and update a family goal. view tutorial
Continue to refer to our Knowledgebase Articles for your training and support needs.