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Procare Desktop

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Report Request - Changes to Child Schedules

Customer has requests a way to identify when changes are made to child schedules that have been setup on a child's profile (as opposed to schedule templates). I believe that this would be a helpful report for more than just the requesting customer...
Jesse Hartman 5 months ago in Procare Desktop / Internal Facing 1 In Review

Custom Report: Average length of Enrollment

This is a customer-funded report request for Technical Services. Customer wants a variation of an existing report found at Corporate Reports > Family Data > Child Enrollment > Average Length of Stay. FD_Corp_ChildEnrollment_AvgLOS01.rpt T...
Jesse Hartman 5 months ago in Procare Desktop / Internal Facing 0 Future consideration

Additional Schedule Permissions

Customer wants to prevent certain users from making changes to schedules that have been applied from a schedule template. They would like users to be able to select preconfigured schedule templates through the dropdown menu in the Schedule window,...
Jesse Hartman 11 months ago in Procare Desktop / Enterprise Support 1 Will Not Implement

Ability to send to IP address if automated report generation and distribution is created

Customer would like an option to send to their IP address if automation is created for sending reports/DataViews from Procare.Their aim is to have a secure corporate flow. Automatically send report / DataView in email to selected recipients https:...
Beth Carlin 5 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Enhancement to myprocare new registration email

Customer wants a modified version of the new registration email that is sent to the school with details of the new registrant. They must keep signed paper copies of enrollment information for licensing, and the myprocare new registration email has...
Jesse Hartman 11 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Tadpoles Relationship Transmission does not delete removed contacts

Description of Issue: From Dani at KA corp - We worked with Sean at tadpoles and he confirmed that if you delete a contact (relationship) in Procare, it isn't making a call to tell tadpoles to delete that contact. Therefore, the old/bad records on...
Guest 11 months ago in Procare Desktop / External 0 Will Not Implement

Aging Report - Show if the account has an active Tuition Express account

The customer would like the Aging Report to show the Tuition Express Account. They currently use these 2 Aging Reports 1) Account Aging and 2) Account Aging w/Tracking. More specifically, they requested a custom aging report and would like this re...
Beth Carlin 11 months ago in Procare Desktop / Enterprise Support 2 In Review

Account Aging Report with tracking that includes children's names

The customer would like a way to generate an account aging report with tracking that includes children's names. It would assist their school-age division, which is organized into districts and multiple school locations in Procare. These locations ...
Beth Carlin 11 months ago in Procare Desktop / Enterprise Support 2 In Review

Audit for System Configuration or at least Charge / Credit Descriptions

Customer would like an Audit Report/visual for System Configuration or at least Charge / Credit Descriptions.The are on one IKN for multiple location.Owners at each location have access to Charge / Credit Descriptions.When a user makes changes not...
Beth Carlin 6 months ago in Procare Desktop / Internal Facing 1 In Review

Permission for Show/Hide Charge Descriptions

Customer would like a permission added around being able to Hide Charge / Credit Descriptions. Schools share the same IKNOver the years Descriptions have been exposed to all or multiple schools.Users with access to Charge / Credit Descriptions are...
Beth Carlin 6 months ago in Procare Desktop / Internal Facing 1 In Review