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IKS Integration Enhancement: Date + Status Filtering

IKS is asking for improved flexibility from Procare to IKS based on Enrollment Status and Creation Date or Enrollment Date. The current API supports pulling children based on enrollment status (e.g., Enrolled, Waitlisted), but does not allow filte...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0

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 4 months 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 4 months ago in Procare Desktop / Enterprise Support 0

Autopay for Desktop

Allow Desktop customers to set a schedule for Batch Processing to automatically pull payments without running the function every day/week/month/quarter.
Zachary Keith over 1 year ago in Procare Desktop / External 0 Will Not Implement

Fix ACH Payment Posting on FE so that centers can utilize the feature

ACH is not currently being enabled as a payment option on FE, as payment posting is inconsistent. ACH Returns and refunds also cause issues when posting to Desktop.
Zachary Keith over 1 year ago in Procare Desktop / External 1 Will Not Implement

Ability to edit messages before approving.

If we set the Messages to require approval the only option then is to approve or delete. Client would like to edit messages before they go out. I suggested that she delete the message and then re-write to her satisfaction but then the message woul...
Guest over 4 years ago in Online Ideas Workspace / OL - Parent Messaging 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 4 months ago in Procare Desktop / Enterprise Support 1 In Review

Add CVV field to the Tuition Express Authorization Form

The Tuition Express Authorization Form that some centers use to gather CC information from parents does not have a field for the CVV. The new hpp_profile update in Desktop now requires the CVV for stored cards, so centers are not able to get the n...
Liam McCarthy 5 months ago in Procare Desktop / Internal Facing 1

Allow for Split Payments without creating multiple accounts

Procare Desktop now allows for more than one payment method to be saved to an account.Customer would like the ability to split parent recurring payments without having to create separate family Desktop accounts.Current Process for split payments: ...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Employee Self-Service Functionality

Customer would like to see us develop a way for employees to view and manage their schedule and benefits (PTO/Sick requests for administrators to approve/deny) without having to request printouts from administrators.
Jesse Hartman 9 months ago in Procare Desktop / Internal Facing 1 Will Not Implement