PAT Data Migration - Follow up notes

For any programs that missed details about the data migration, here is a compiled list of all the materials sent. At the bottom, there are some solutions to the common questions we're getting.

Details about the data migration

Because of the large amount of data being migrated and the extensive time involved in mapping the data, the priority was set on migrating the items necessary to populate the APR report and other major funder reports such as MIECHV.  PATNC guidance is to begin documenting plans and PVRs in Visit Tracker moving forward and refer to documentation that did not migrate in Penelope as needed.

The general rule was to migrate everything needed to be to start managing families and oversee model compliance as well as MIECHV compliance - basically the ability to run an APR and MIECHV reports.

PATNC sent notices to all programs migrating that included documents around model guidance and a list of the fields that migrate. These 2 documents are attached to this article

Programs will have the opportunity to export family files. This - and all other migration details - was covered by PATNC in this call (view video)

Also, here are 2 videos were sent in a newsletter back in May

• Data System Transition Announcement
• Data System Transition – Timeline & Migration

PAT Data Support Resources found in OLIVER – PAT Data Support Workspace:

• Visit Tracker Support Materials – You will find various resources pertaining to Visit Tracker, including a number of Guides and a Visit Tracker specific Participation Agreement and Consent for Service.
• Visit Tracker FAQ – Find the answers to commonly asked questions regarding the migration of Penelope data to Visit Tracker Web.

Visit Tracker Materials for programs getting started

• Getting Started
• Data Migration Support
• Home Visitor 101

Resolutions to some common issues reported this week

Siblings were added in Visit Tracker as guardians

• If the individual is not attached to any records, you can delete the guardian. From Family Home, click on the guardian's name. The delete button is on the bottom left of the screen.
• Always triple check yourself before deleting. Check with a supervisor as well to make that is the right solution
• Siblings can be added to the Household section on the Family Home page

Individuals given a home visitor login but are not home visitors

• The Main Admin in that account can deactivate the home visitor login from the Home Visitor section