To review and update the PAT Records, click the PAT Records link at the top of the Family Home page.
You can open and review each record by clicking the name of the record.
Review the data within the record.
If data needs to updated, you can click the Guardian Name to go to their main data page.
For the Family Intake Record, You will update the data on the Guardian Data page. The Child Information will be on the Child Data page.
To update the Family Information Record, you will go the Family Demographic/Health page.
The Child Information Record will be updated from the Child --> Information Record and Health Info on the left.
Just as with the guardian, when in the record you can click the name to go to the Child data page.
Once all records have been reviewed and updated, you will need to mark off that you have reviewed.
At the top of the Records page, click to "Add Item" under the "Dates of Annual Review/Update" table.
Add the date, and check off the records that have been reviewed/updated (you can also check that the participation agreement has been signed).
Be sure to review and update Records annually!