Currently, each account needs to be set up under a unique email. We sometimes have large accounts come through, and not only is this setup a lengthy manual process, but some customers do not have a unique email for us to use for each account.
Allow ability to search by student name in doc section of website. Searching by document name does not add value as many students receive the same document. Also, improve ability to filter by approval date. This currently groups all docs per stude...
Faster Document Sending (Documents feature in Online/Engagement)
There is a lag of 1+ hours between a customer sending a Document and it being received by the recipient. It would be helpful if the Document was sent quicker. This has been brought up previously but currently BAM 90274094 is requesting this.
Add the Child Plud Upload Documents functionality to Procare Online / Engagement
Add in the functionality to - Select what documents are required from families for the student.- Send a link to the parents for the documents- Include validation with name and birthday- Clearly show what documents are required and how to upload them
In PO/PE, on a child's profile there is a tab called "Documents" that has nothing to do with the new documents feature we recently released, this is confusing and should be renamed.
The screen shot shows where there is a documents tab on the child profile. However this section does not tie into the "Documents" feature and can be confusing to users. Suggesting we re-name this tab to "Files" or something similar without using t...
Some schools ask families to upload documents throughout the year (i.e. for immunization records). It would be helpful to provide a notification for these.