Procare Solutions Internal Ideas Portal
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Adjust the financial information on the family account page to only indicate amounts for the current billing cycle

Provide more relevant information to those that need it as all-time cumulative totals provide almost no value
Jack Pearson almost 5 years ago in Primrose Private Ideas / Dashboard 0

Ability to view the most important stats and metrics related to prospect to parent process (CRM) within a Lead CRM dashboard

I can effectively manage my leads and team's performance with prospect to parent through visibility to conversion rates (possibly by age group), upcoming tours and tasks for the school or filterable by team member, Average Status in Days, Average ...
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Ability to view and sort leads within Lead CRM by age

Easier manage leads based on age
Jack Pearson almost 5 years ago in Primrose Private Ideas / CRM 0

Ability to trigger pre-registration forms individually, in batches, or in bulk to enrolled families to initiate pre-registration for the next school year.

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Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0

Ability to trigger creation of tasks based on certain form/document submissions for both leads and enrolled families

Set accurate follow up
Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0

Ability to trigger automation email based on certain form/document submissions being either received or accepted (Example: Uitilize start date upon acceptance of a pre-registration to trigger final enrollment documentation process 2 weeks prior to start date)

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Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0

Ability to transfer a teacher between rooms without creating a sign in/sign out record on their time sheet

Allow for clean, accurate time tracking for payroll purposes.
Jack Pearson almost 5 years ago in Primrose Private Ideas / Ratio Monitoring 0 Planned

Ability to track staff phsysical, first aid training, and CPR training dates against employee profile and generate a report on this to identify those needing to update. See sample from CCM for all key dates which includes DOB.

Effecitvely track and monitor
Jack Pearson almost 5 years ago in Primrose Private Ideas / Staff Management 0 Planned

Ability to track staff first aid training expiration dates and report against this

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Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0 Planned

Ability to submit forms/documents to external agencies via email once completed

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Jack Pearson almost 5 years ago in Primrose Private Ideas / Digital Enrollment 0