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PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.
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Ideas

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Future Billing Weekly Detail - Excel with additional Third Party Detail

Cadence would like the "Future Billing Weekly Detail - Excel" report to include - The third party discount The subsidy amount The TPD The copay
Beth Carlin over 2 years ago in SCW 0 Future consideration

Enhanced Report

Management would like us to ask DCW to provide the capability to report on the total number of families that fall into each of the following non-standard enrollment types listed below and tie that reporting structure into the Enroll/Withdrawal rep...
Guest over 2 years ago in SCW 0 Future consideration

Ability to copy a family at the business level to duplicate information in another centre

When families transfer we would like to have the ability to duplicate the account and then apply to another centre. We maintain accounts separate between centres.
Guest almost 5 years ago in SCW 1 Future consideration

PDF Codes

For the health related question if a parent select "No" the PDF form will populate as N/A. The State of Michigan requires that the field reads "none" or "none known". The PDF forms that are in the system are non-compliant and thus parents fill out...
Guest almost 5 years ago in SCW 0 Future consideration

Ability to change status on leads

Have the ability to set the status when a lead comes thought, currently changes to active, would like to be able to set to pending
Guest over 2 years ago in SCW 0 Future consideration

Add Adjustment Reason Drop Downs On Third Party Reconciliation Screen

Establish a standard drop down list of adjustment reasons, to be required with all adjustments in the third party journal.
Guest over 2 years ago in SCW 1 Planned

Reports to be exported in a google sheet or google document instead of word or excel. District only uses google products, no longer uses Microsoft.

Now, employees have to do a few extra steps to change from microsoft to google.
Mike Mercer almost 5 years ago in SCW 0 Will Not Implement

Immunization Alerts

Currently, there is no way for the admins to know if children are due for immunizations. It would be great to see this on the Alerts screen.
Guest almost 5 years ago in SCW 0 Future consideration

Ability for scheduled reports to run for date range, current billing period etc

Unable to run scheduled reports by current billing period, and/or date range
Melissa Winterborne over 2 years ago in SCW 1 Already exists

"Contract on file" notice when new PR/A is created

"Contract on file" alert happens when a new PR/A is created even when there is no active/Current contract on file.
Guest almost 5 years ago in SCW 0 Planned