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Indicator for missing schedule and billing

Customer would like an indicator or warning when an enrolled student does not have a current schedule or recurring billing Plan They have run into multiple times where a student is enrolled and they realize the schedule or billing had not been ent...
Beth Carlin 4 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Student Data 0 Future consideration

Report enhancements

Centers currently lack the ability to properly reconcile from transaction to settlement using our currently reporting. While approximation can be done it is hard to know what specific transaction belongs to which deposit using the BAR, or BAR with...
Jacob Hunsicker 8 months ago in TE Transactions / Center Daily Tasks / Increase TE Adoption / Procare Cust Support 0 Future consideration

more options on student schedule and a report on schedules.

I have had many clients ask about a schedule for their students but the way it is now most do not find helpful. Need to be able to add specific times to the schedule. Also, wants a report that would show all students schedules.
Guest over 4 years ago in Online Ideas Workspace / OL - Student Data 9 Future consideration

Tuition Express reports need to have the option of Excel format

Most centers use excel, QuickBooks, or another type of program to reconcile bank accounts. All of these programs use excel as a starting point and puts Procare behind the times. Since we only have these reports from tuitionexpress.com in PDF forma...
Johnny Colvin about 2 years ago in TE Transactions / Center Daily Tasks 1 Will Not Implement

Ability to run payments for donations

With the new enhancement to be able to run one-time payments for families, the customer suggested that being able to run payments for donations would be a great additional asset to the feature.
Colin Von Seggern over 1 year ago in TE Transactions / Center Daily Tasks 0 Future consideration

Migrate TE email service to sendgrid

Currently TE emails are sent from an internal email service only accessible by development and without significant expansion capabilities. We would like to explore the possibility of migrating these emails to get sent via Sendgrid for a number of ...
Nick Sarbaum about 2 years ago in TE Transactions / Operational Efficiency 0 Planned

Flu Immunization

Flu Vaccine requirements are typically that the vax is administered in September for that year's coverage. It becomes difficult in Procare Online to configure this, as an example, a vax administered in June will not satisfy the yearly requirement.
Shannon Nowak 5 months ago in Online Ideas Workspace / OL - Student Data 2 Already exists

Auto-populate or memorize previously added physicians (Desktop can do this)

BAM 12414000 - Auto-populate or memorize previously added physicians (Desktop can do this)
Pam Littleton 5 months ago in Online Ideas Workspace / OL - Student Data 0 Needs More Information

When a parent uploads the immunization record, the customer would like the document to automatically transfer into procare immuzation tracking section

BAM 63989532 - When a parent uploads the immunization record, the customer would like the document to automatically transfer into procare immuzation tracking section
Pam Littleton 5 months ago in Online Ideas Workspace / OL - Student Data 0 Future consideration

Add Parent automatically invited

When centers go to manually add a parent, Procare automatically selects to invite the parents. Clients have noted that admins act quickly and don't read the fine print. It's also a little different than when you do a bulk upload because you have t...
Kami Lee about 1 year ago in Online Ideas Workspace / OL - Student Data 0 Future consideration