VISIT TRACK TOOLKIT

The Visit Tracker Learning Toolkit is your go-to resource for getting the most out of Visit Tracker. Each month, new tips, guides, and recorded sessions will be added to help you streamline your program setup, data entry, reporting, and family engagement tracking. Explore links to Visit Tracker’s knowledgebase, submit support tickets, and access on-demand recordings designed to strengthen your daily use of Visit Tracker.
Maximize your program’s potential with Visit Tracker, one month at a time!

As we prepare fo the end of the year invoice here are some helpful reprots:

MO Invoice CSV - All Families with number of Stressors and number of visits.

Service Counts by Family - This will show the number of private contacts next to the number of contacts with a completed record.

Note - This may not equal the total on the invoice, as the invoice counts young parents who attended a group.

Screening Review - select "Only children with a completed screening for each screening type." This report should match screenings on your Invoice.

CSV option will allow you to sort and filter to also see children with a delay and referral.

Section III, high needs - there is a new export at the top of that section that will allow you to see families and the stressors.

For Section 4 of the Invoice, the APR will be similar and includes additional exports for help (for example, the APR has children NOT immunized). Just remember, to run this report all home visitors must be listed as "PAT Affiliate" on their profile.

Goals Compliance and PMR will also help.

Getting Reimbursed:

Need to submit your Visit Tracker invoice to DESE for reimbursement? Follow this quick guide to access and download your paid invoice:

🔗 Paid Visit Tracker Invoice for MO Accounts

Feature Highlight – Family Summary Page:

The Family Summary page is a powerful tool for updating all family data in one place. Use it to save time and ensure accuracy across your records.

🔗 Learn About the Family Summary Page

Helpful Note:

If you’re seeing “No Data” on the Family Summary page, here’s how to troubleshoot:

🔗 Family Summary – No Data

Setting Up for the New Program Year

Kick off the new year strong by reviewing Visit Tracker’s step-by-step guidance for setting up your program year. This resource walks you through essential updates to ensure your data and settings are ready for success.

🔗 New Program Year – Program Setup Guide

You can also find this resource on the main Visit Tracker page under “New from Support.”

Missouri Parents as Teachers Association Parent Educator Group

ECDA Administrative Manual Revised May 2026

MO Parent Education Contact Map