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Report Request - Changes to Child Schedules

Customer has requests a way to identify when changes are made to child schedules that have been setup on a child's profile (as opposed to schedule templates). I believe that this would be a helpful report for more than just the requesting customer...
Jesse Hartman 8 months ago in Procare Desktop / Internal Facing 1 In Review

Custom Report: Average length of Enrollment

This is a customer-funded report request for Technical Services. Customer wants a variation of an existing report found at Corporate Reports > Family Data > Child Enrollment > Average Length of Stay. FD_Corp_ChildEnrollment_AvgLOS01.rpt T...
Jesse Hartman 8 months ago in Procare Desktop / Internal Facing 0 Future consideration

Ability to send to IP address if automated report generation and distribution is created

Customer would like an option to send to their IP address if automation is created for sending reports/DataViews from Procare.Their aim is to have a secure corporate flow. Automatically send report / DataView in email to selected recipients https:...
Beth Carlin 8 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Audit for System Configuration or at least Charge / Credit Descriptions

Customer would like an Audit Report/visual for System Configuration or at least Charge / Credit Descriptions.The are on one IKN for multiple location.Owners at each location have access to Charge / Credit Descriptions.When a user makes changes not...
Beth Carlin 9 months ago in Procare Desktop / Internal Facing 1 In Review

Permission for Show/Hide Charge Descriptions

Customer would like a permission added around being able to Hide Charge / Credit Descriptions. Schools share the same IKNOver the years Descriptions have been exposed to all or multiple schools.Users with access to Charge / Credit Descriptions are...
Beth Carlin 9 months ago in Procare Desktop / Internal Facing 1 In Review

Add Balance Due filter for corporate report Primary & Aging Accounts @ 90 Day Aging (Bal>0)

Corporate Reports > Agency Accounting > Account AgingPrimary & Aging Accounts @ 90 Day Aging (Bal>0) Customer would like the report to include a filter option for "Only Display Accounts with a Balance Due".Right now, the report only i...
Beth Carlin 9 months ago in Procare Desktop / Internal Facing 2 Future consideration

Allow other enrollment statuses to sync to Engagement

Several customer have expressed a need to have access to other statuses that sync records into Engagement functionality. Allowing a 'Pre-enrollment' status to sync family data into Engagement and send out parent invitations prior to the child's ac...
Jesse Hartman over 1 year ago in Procare Desktop / Internal Facing 1 Will Not Implement

Enhancement to IKS extra / LIB

The underlying issue is that the customer uses IKS in order to import registrations into Myprocare, but when they do so all of the imports arrive with the same time/date, so they are unable to prioritize the registrations in the order they were re...
Jesse Hartman 9 months ago in Procare Desktop / Internal Facing 1 In Review

Customized Recurring Payment Authorization email/text/form

Customer is asking if it is possible to customize their Recurring Payments Authorization email/text/form to include their organization name instead of the school name in Desktop that the Recurring Payment Authorization functionality references. Th...
Jesse Hartman over 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement

Desktop KinderSystems Integration Request: Washington

Premier has requested Washington be added to the list of states where the integration is available.Premier uses Desktop + Engage. Salesforce Breakdown 513 Current Desktop Customers (in Washington but not necessarily using KinderSystems) Enterprise...
Beth Carlin 9 months ago in Procare Desktop / Internal Facing 0 Planned