ENTERING A NEW FAMILY
From your home page, click on “New Family” (highlighted) to begin
Note: The “New Family” link can also be found in “Families” tab
Enter the Family information
The Family Name is manually entered and can be changed if needed. The Family ID will be assigned by Visit Tracker and cannot be changed.
The guardian entered at this point will be set as the Primary Guardian but can be edited later once other guardians are added to the family.
All families have to have a primary guardian. Only 1 guardian can be the primary guardian.
The contact information set for the primary guardian will also be the contact information for the family.
Site/Fund Code is set at the family level.
The fields from Referral Source to Medicaid # are guardian specific fields
The final step is to enter the Enrollment Info. In this example, the family was set to Active and the page was saved.
Once saved, the Family Enrollment - Status History and Family Site/Fund Code History tables will display. Here you can manage current status and code
ADDITIONAL GUARDIANS – 2 or more guardians participating in your program
After saving your new family and the primary guardian, go to Family Home or Guardians & Children to enter another guardian.
Here’s a look at the Family Home page.
Displays the current Status and Site/Fund Code along with some other information
Displays all guardians and children participating in the family.
To add another guardian, click + Add Guardian
A few things to point out about the Enter New Guardian page:
Primary guardian is listed at the top.
Primary guardian designation is set to “No” and can be managed from the Family Homepage.
Choose “copy primary guardian’s address” to add the same address entered from the primary guardian.
This next section is family level and can only be edited from the primary guardian’s data page
Complete the rest of the information for the guardian.
Participation Info -
Select the start date for when the guardian is added to the family and begins participating
Choose “use same date as family” if the guardian is enrolling at the same time as the family’s Enroll Date