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IKS Integration Enhancement: Permission Granularity

IKS would like the integration to allow customers like CDS and Endeavor to be able to restrict users from creating new families in IKS. IKS registration flows sometimes create new families unintentionally, leading to sync errors. IKS can configure...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0

IKS Integration Enhancement: TE Integration

IKS would like to include TE into the existing integration, in order to support processing one-time registration fees via Tuition Express directly from IKS interfaces. Clients such as CDS and Endeavor want to collect registration fees during form ...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0

IKS Integration Enhancement: Expose Child-level UUID

IKS currently matches children via UUID, which works in Procare Online but is invisible in Desktop. Exposing this ID in Desktop would assist greatly for data reconciliation.
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0

IKS Integration Enhancement: Date + Status Filtering

IKS is asking for improved flexibility from Procare to IKS based on Enrollment Status and Creation Date or Enrollment Date. The current API supports pulling children based on enrollment status (e.g., Enrolled, Waitlisted), but does not allow filte...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0

IKS Integration Enhancement: Moderation Engine Bypass or Optimization

There is a need to improve how records, pushed by IKS, are handled by the moderation engine. Particularly for bypassing moderation for existing families, and support for dynamic updating of existing records without duplication. Customers must ma...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0

IKS Integration Enhancement: Custom Field Mapping

Currently, IKS collects detailed data (e.g., form responses) but cannot push this into corresponding Procare custom fields. Enterprise customers such as CDS and Endeavor need to be able to use the IKS integration to write data from IntelliForms di...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0

Migrate TE email service to sendgrid

Currently TE emails are sent from an internal email service only accessible by development and without significant expansion capabilities. We would like to explore the possibility of migrating these emails to get sent via Sendgrid for a number of ...
Nick Sarbaum about 2 years ago in TE Transactions / Operational Efficiency 0 Planned

Centralized Billing Enhancements

Customer would like an easier way to setup and manage Billing Boxes in order to facilitate more efficient centralized billing. A way to review, edit, and save billing box item amounts in one window, with the items grouped by account and then child...
Jesse Hartman 5 months ago in Procare Desktop / Enterprise Support 1 In Review

Employee Self-Service Functionality

Customer would like to see us develop a way for employees to view and manage their schedule and benefits (PTO/Sick requests for administrators to approve/deny) without having to request printouts from administrators.
Jesse Hartman 10 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Add CVV field to the Tuition Express Authorization Form

The Tuition Express Authorization Form that some centers use to gather CC information from parents does not have a field for the CVV. The new hpp_profile update in Desktop now requires the CVV for stored cards, so centers are not able to get the n...
Liam McCarthy 5 months ago in Procare Desktop / Internal Facing 1