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Enterprise Support

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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 25 days 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 25 days ago in Procare Desktop / Enterprise Support 0

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 about 1 month ago in Procare Desktop / Enterprise Support 1 In Review

Document Management Enhancements

As a user, I would like to be able to do the following with document management: Drag and drop documents Bulk uploading of documents Bulk downloading of documents. Have a more obvious button for going to the file browser.
Zack Marty 3 months ago in Procare Desktop / Enterprise Support 0 In Review

Adding Corp TE Report: 'POS Transactions Not Posted'

Premier ECE is pressing us to add the TE report available in TE.com as a Corp level report within Desktop. If that report is not available, the customer would need to run their POS transaction reports, and sift through the entire report to pull ou...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0 Future consideration

Enhancement to Enrollment Status Summary report

Customer provided feedback about the Enrollment Status Summary report, that it does not display children who are not yet born. This is a gap that would be extremely helpful for centers to help manage infant waiting lists. When you run the report n...
Jesse Hartman 2 months ago in Procare Desktop / Enterprise Support 0

Enhancement to Enrollment Status Audit

Customer would like to see the timestamp when the status was originally created, in order to provide a complete audit trail for administrators.
Jesse Hartman 9 months ago in Procare Desktop / Enterprise Support 3 Will Not Implement

View only permission for Billing Box

Customer would like a new permission that would allow User Groups to open a child's Billing Box to view their billing setup, but not make any changes. Currently if you restrict access to the Billing Box, the user encounters an error and are unable...
Jesse Hartman 3 months ago in Procare Desktop / Enterprise Support 0 In Review

Desktop Procare Email: Easy Access to copies of emails sent or CC option

Configuration > System > Regions & Schools > Set Options > General > Messaging Options > Service Provider set to Procare Customer would like this setting to allow for users to access copies of the emails they have sent after ...
Beth Carlin over 2 years ago in Procare Desktop / Enterprise Support 3 Will Not Implement

Child Record indicators

Kiddie Academy reported that during the initial enrollment process when a child's record is being configured/setup (enrollment status, relationships, billing box, schedule, etc.), some items can be missed or forgotten which has downstream impacts ...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 2 Planned