Knowledgebase
     
How do I add a family member to an existing appointment? If more than one client attends the appointment, click the Person Attendees button in the appointment screen.  The Person Attendee screen displays. Click Add Attendee.  This enables ...
How can I add an additional staff member to an existing appointment? If there is to be more than one staff member at the appointment click the Staff Attendees button.  The Staff Member Attendees screen displays.  Select an additional staff m...
How can I use Associated Records? The Associated Records screen provides a way to link an individual persons events together.  As an example, a Contact with a client may result in the production of documents (stored as Linked Files) and an appoi...
How can I delete a person or family from KinTrak? Deleting individuals and/or families can only be done currently via Progeny.  In some services there may be limited access to Progeny. These units may choose to nominate a particular staff m...
How can I add a new value to a drop down list (DDL)? The DDL’s are identified by the down arrow at the right hand end of a field. DDL values are maintained by nominated staff at your service or the System Administrator. Please contact your nomin...
How can I manage duplicate records? Most services will want to be vigilant about ensuring that each individual in their system has only one record in KinTrak. However, there are some specific situations where an individual may legitimately have two recor...
How can I add a Family Diagnosis? The Family Diagnosis screen is used to record any diagnosis details for a family.  Family diagnosis can only be entered via the Diagnosis screen of a person. ie there must be an person in the family who has th...
What is error logging? KinTrak logs system errors (not data validation errors) into a log file. The file is called ErrorLog.txt and is located in the default directory C:\KinTrak\Logfiles\ directory unless changed.  The file contains details to ass...
Is it possible to link a folder not just a file to a person’s record in KinTrak? Yes it is possible to link to a folder. From the Person Details screen, use the Files menu.  The Linked Files screen provides KinTrak system Users with facilitie...
Locked individuals and families KinTrak allows only one user to modify a person record at a time.  This ensures data integrity so that two users are not able to edit the same record at the same time.  If you try to open a person record which h...
How can I enter future contacts for my client? Select the Contacts tab. Add a new contact eg card file review. Select Date Contact Due and enter the date required, the Date Contact Done will default to blank. Regularly search for the "contacts" due usi...
How can I easily navigate around the KinTrak screens? It is possible to navigate the KinTrak screens using largely the keyboard on its own.  All large buttons, menus and menu items used in the system are accessible by using hot keys. These...
What is NHS Validation? First included in KinTrak version 7.2 is a validation process for NHS number. This becomes available when the System Parameter NHS No. is selected. The NHS number is the unique identifier for a patient within the NHS in...
How can I print out a KinTrak screen to place in the clients file? Press Print Screen keyboard button (see top right of your computer keyboard) to copy the complete screen image into the clip-board. Using Alt + Print Screen will copy the top screen ...
Can you run KinTrak software on a virtual machine (VM)? Yes you can run KinTrak Software on a Virtual Machine.
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