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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 about 6 years ago in TE Transactions / Center Daily Tasks / Increase CC over ACH adoption 0 Future consideration

PCI Validation assistance program

When customers utilize Procare's credit card processing services, they are required to validate their PCI compliance on a yearly basis via completion of an SAQ and performing vulnerability scans. These can both be difficult for anyone not familiar...
Jessica Flitcraft about 6 years ago in TE Transactions / Increase Revenue 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 about 6 years ago in TE Transactions / Center Daily Tasks / Procare Cust Support 0 Future consideration

Ability to designate if a custom field created within the corporate portal should be a mandatory field within the schools

As Primrose corporate, I need to make sure that our schools are tracking the necessary data for Leads, Students, Parents, and Staff. Priority is mandatory fields in Lead Profile.
Jack Pearson almost 5 years ago in Primrose Private Ideas / Technical/Data 0 Planned