FamilyMetrics Blog

Resident Files Overview gets a facelift! Resident Files Overview gets a facelift!

We made some awesome changes to the Resident Files Overview found in the right-hand side of Resident Files which we hope will make them more useful and efficient. We’re always striving to make your jobs easier and we hope we’ve hit the mark with this one!

Changes made to all sub-reports:

• Added sortable column headers (click the top of a column to sort (0-9/A-Z) and click it again to sort opposite (9-0/Z-A)
• Made titles and criteria sections consistent
• Added a “# Residents (Unduplicated)” and “# Items (Duplicated)” count
• Improved layout including padding/spacing, color usage, etc.

Outstanding Follow Up Tasks

• Added a new column for “Due.” A calendar will appear here for any task that is within its reminder period. You can sort by this column to quickly see all items that are currently due.

As always, please let us know if you have any questions or feedback!

Financial Tracking Upgrades! Financial Tracking Upgrades!

We are excited to announce two exciting updates to FamilyMetrics to help in tracking financial services: new positive cash assets categories and a new Financial Outcomes report!

First, we made modifications to the Financial Status form so that you can now track two additional accounts: Pre-Paid Debit Card and Secured Credit Card. The Secured Credit Card account allows you to additionally track the outcome of the credit card (whether it was a successful or unsuccessful conversion to an unsecured card and regular savings account).

Second, we have added a new, long-awaited report: the Financial Outcomes Report! This report covers outcomes-related data in the Financial Status form including: FICO credit scores, EITC, Positive Cash Assets, Financial Goals, and Financial Understanding.

Thank you to Citibank without whose generous support this functionality could not have been added and made available to all!

Latest addition: Progress Note Summary! Latest addition: Progress Note Summary!

Ever wanted to view the notes for all the residents at your property at once? It used to be kind of a pain… going to a resident’s profile… running her Progress Note report…going to the next resident… running his report… over and over until you think you just can’t take it anymore! Well, have we got a new report for you! Introducing the Progress Note Summary! Easily see all progress notes for all of your property(s) in one place with just a few simple clicks. The report is located in the Reports and Ad Hoc Reports sections of the system (towards the top of the report list).

As always, please let us know if you have any questions or feedback!

Login got a facelift! Login got a facelift!

Two new features have been added to the login screen!

You can now have your password emailed to you in the event you’ve forgotten it without having to call into our office and explain yourself to the lovely Pangean on the other end… AND from the login screen you can now reset your password! We even included a nifty button that will generate a random, super-secure password for you if you’re not feeling especially creative.

As always, feel free to give us a call if you have any questions about these new features!

New Sub Categories Added! New Sub Categories Added!

Several new sub-categories have been added to FamilyMetrics to help you all provide a more complete picture of the services you provided your residents. The new sub-categories will appear in all service-related forms including Resident Service Logs, Group Add Service Logs, Program Attendances, and attached activity portions of the Program Attendances. They are also available for designating as a Program’s “type” when creating a Program in the Program Portal.

The new selections include:

·         BENEFITS/ENTITLEMENTS > Women, Infants, and Children (WIC)

·         COMMUNITY/CIVIC > Cultural Events

·         COMMUNITY/CIVIC > Gang Prevention/Intervention

·         HEALTH > Prenatal Care

·         HEALTH > Women’s Health

·         HEALTH > Teen Pregnancy Prevention has been updated to be Teen Pregnancy Prevention/Resources

·         OTHER > Conflict/Anger Management/Prevention

·         TRANSPORTATION > Repair Assistance

·         YOUTH EDUCATION > Developmental Disability Services

·         YOUTH EDUCATION > IEP School Collaboration/Services

As always, if you have any questions, feel free to contact our offices. Thank you for all of your excellent feedback and suggestions!