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Attendance and Daily Activity Records Logged Overnight

We are trying to approximate how many centers provide overnight care in the US and Canada. Knowing this impacts how we implement clearing activity reminders after a set time period. Provide list of accounts who had attendance AND daily activity re...
Brandon Calderon about 3 years ago in Data Platform / Ad-Hoc Report 1 Planned

Better organization of stored merged letters

When using merged letter. If a center chooses a saved letter, they see all letters that have been stored. The problem is that if its a multi site, they see all stored letters for all sites, which is very cumbersome to have to scroll between Letter...
Gregory Wilson about 3 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

Recurring Payments options ACH/CC

Procare should restrict the user from being able to select ACH or CC from the Recurring Payments Request feature. Current model will present check boxes, proposed solution is to fold this configuration into TE01 or similar support download, giving...
Shannon Nowak about 3 years ago in Procare Desktop / Internal Facing 1 Will Not Implement

Create a Power BI Report that differentiates inbound and outbound leads from beginning to end

Sales cannot differentiate between inbound and outbound lead sources for leads, opportunities, and further down the sales funnel. They need a BI report that can determine this. This is imperative for sales to create and accurately provide compensa...
John Margheret over 3 years ago in Data Platform / Power BI Report 0 On Hold

Report of TE customers with Surcharging Active

I am looking to understand which customers enable surcharge and when they activate surcharge relative to when they activate their software.
Richard Ortega over 3 years ago in Data Platform / Power BI Report 1 Already exists

Alignment with Tennessee Reporting Standards

Roughly 750 customers in Tennessee would spend less time manipulating data out of Procare before uploading to Tennessee reporting.
Richard Ortega over 3 years ago in Data Platform / Defect/Bug 1 Will not do

AGS TE List Enhancements Phase 2

This pertains to: AGS Account and Center Lists.v3 - Power BIWe need to make enhancements to current report so the AGS team can better identify opportunities.
John Margheret over 3 years ago in Data Platform / Power BI Report 1 Already exists

Center Waitlist Analytics

A report containing data pertaining to waitlist statistics for specific (filterable by) centers. This includes creating average, total, median, etc. statistics on centers waitlists as a whole. i.e. a summary report on center's waitlists. Requestor...
John Margheret over 3 years ago in Data Platform / Ad-Hoc Report 0 Will not do

Unified Logging Library for Procare

What: create a library that compiles to a .dll that can used on all projects. Why: This will help in triaging issues coming from customers. Save time and resources investigating. Logs are lacking consistency, details, ability to set different lo...
Deleted User over 7 years ago in Procare Desktop 1 Will Not Implement

Power BI Pricing Action and Structure Report

TE and Operations is requesting a Power BI report that shows all customers with Pricing Action in the last 12 months, and what that is. If possible, this report also shows customers with changed ownership in the last 12 months. We need to be able ...
John Margheret about 3 years ago in Data Platform / Power BI Report 0 Planned