Bear Necessities for PAT
Don't Forget Reminders
- Update demographics.
- Check for all families that can be seen during the day and make sure they are marked 'day' families.
- We will discuss at BTS number of visits for non-high needs families - this will partially be determined by quota.
Connecting to a Resource
If you have given information, you have said "there's a library in Lee's Summit" or "did you know there are therapists in this area".
Connecting to a resource is "We have STEAM Night on March 14th" or "Rediscover is here in Lee's Summit and their number is". Different types of resources, but both are very important for families.
Please make sure to give yourself credit for all the resources you are giving to families!
VTW - Things you should know
Your VTW Calendar
You can record your staff professional development (this includes trainings, meetings, observations, files review and supervision) in Visit Tracker.
Make sure when you are adding anything for yourself that you mark it "individual staff" always! That way it will only show on your calendar.
Staff Event - always select this if it is not a home visit.
Individual (select yourself)
Mark what it is.
If you have questions, see Tracy or Andrea.
To run the report:
To to reports - select Service Counts - run your dates from 5/28/18 to present.
This will give you a list of all your guardians and how many times you have visited with them. It will also list any guardian you previously had in your caseload and have a big 0 next to them. If your name is not listed, it means someone else has them and do not worry about it.