Procare Solutions Internal Ideas Portal
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    Showing 136 of 2017

    Enhance boarding to conditionally approve & hold

    Attempt to mimic square model - want to enable processing before all boarding docs have been received (longest part of boarding is retrieving docs) Discussed at Gatekeepers offsight
    Jessica Flitcraft about 6 years ago in TE Transactions / Increase Revenue / Operational Efficiency / Reduce Resources to support TE 0 Future consideration

    Enhance batch fraud checks and submission tools

    Manual process today - individual must press a button each day at 1PM to initiate settlement/funding Prior to pushing the button, each batch must be manually reviewed line by line for errors discussed at Gatekeepers kick off
    Jessica Flitcraft about 6 years ago in TE Transactions / Reduce Resources to support TE 0 Planned

    Offer Account Updater to aid with Recurring Billing approval rates

    A large portion of billing via Procare customers is submitted via Card on File or Recurring Billing transacitons (60+% in first half of 2019). This form of billing can frequently get interrupted when a card expires or is replaced by the issuer. Ac...
    Jessica Flitcraft over 6 years ago in TE Transactions / Center Daily Tasks / Increase CC over ACH adoption 0 Future consideration

    Enable reports to be scheduled for delivery via email

    TE.com is currently used by both centers, corporate offices and affiliates such as accountants. Some individuals only need reports for reconciliation purposes, no other functions offered in TE.com. To reduce the level of effort required for regula...
    Jessica Flitcraft over 6 years ago in TE Transactions / Center Daily Tasks / Procare Cust Support 0 Future consideration

    when you select a LOST status for a lead, To be able to Track why opportunity was LOST from a series of drop down choices. Franchise can change status to Lost for Prospect and then select the reason for lost. See tab 3.

    to be able to track what happens when a prospect is lost
    Jack Pearson about 5 years ago in Primrose Private Ideas / CRM 0 Planned

    To see which email addresses bounced and have the ability to manually correct them

    Keep current contact lists clean.
    Jack Pearson about 5 years ago in Primrose Private Ideas / Newsletters 0

    To link program/tour calendar to an outlook calendar or other in the school

    keep track of my schedule
    Jack Pearson about 5 years ago in Primrose Private Ideas / CRM 0

    To have a report which tells you how many leads in each status, conversion % and next steps/appointments

    Falls Under Reporting
    Jack Pearson about 5 years ago in Primrose Private Ideas / CRM 0

    The new Task should have reminders for the schools to see what action they need to take. Can be part of the calendar, setting reminders. Would all have to be on outlook for this to work.

    Reminders for new, outstanding tasks.
    Jack Pearson about 5 years ago in Primrose Private Ideas / CRM 0

    Support for deposit collection, tracking and application to a balance

    Enable long term holding/tracking of deposited amounts per family
    Jack Pearson about 5 years ago in Primrose Private Ideas / Accounting/Billing 0