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Pinned ideas

PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.

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Future Billing Weekly Detail - Excel with additional Third Party Detail

Cadence would like the "Future Billing Weekly Detail - Excel" report to include - The third party discount The subsidy amount The TPD The copay
Beth Carlin almost 2 years ago in SCW 0

Ability for parents to pull attendance information for previous year

Currently, there is no way for parents to access attendance information for the previous year. Admin/staff have to go to the child record, click on the More tab-Attendance and pull attendance information individually by child. We then have to char...
Guest over 5 years ago in SCW 0 Will not implement

Merge Letter for Vaccines

Kiddie Academy Kent Island - 35347264 Customer is very interested in having a merge letter created that provides parents name, child's name, and vaccine(s) due. They would like to be able to send this to parents and it show all of the immunization...
Jesse Hartman almost 2 years ago in Procare Desktop / Enterprise Support 0 Will Not Implement

Split Family Ledger Allocation

Add way to identify fees that are not fully split between sponsors on the combined ledger
Kristina Gass over 5 years ago in SCW 0

Connect > Email Search Options

Add ability to search by family name and child name for email search results
Kristina Gass over 5 years ago in SCW 0

Add prompt for required document checklist uploads

Document checklist uploads were recently added - It appears that this feature does not currently have an option to prompt parent if they are missing a required document type. Are we able to add in a pop-up notification, similar to the re-confirmat...
Kristina Gass over 5 years ago in SCW 0 Will not implement

Display Upcoming Birthdays in Dashboard

Customer ties Tuition to the Student's Age. They wish to have a display on the dashboard to track when they need to update recurring plans.
Zachary Keith over 3 years ago in Online Ideas Workspace 0

Ability to send emails through Communication using staff email addresses

It would allow for more clear communication and keep parents from deleting emails/thinking emails are spam.
Guest over 3 years ago in SCW 0 Already exists

Multiple Discount descriptions on a child

We offer multiple discounts to families & Promo rates to families. We are not able assign different discount types or additional promo discounts. This will allow us to report discounts being used accurately. We were able to have multiple disco...
Guest over 5 years ago in SCW 1 Will not implement

Weekly query/job needed to look at ach transactions for fraud markers

Due to a fraud action by a customer using ACH via TE, we will need to have a weekly job ran that scrapes all ach transactions and looks for ach rejects with the following characteristics. Rejects for: No Account, Invalid Account exceeding 35% of a...
Jason Tarrant almost 2 years ago in TE Transactions / Operational Efficiency 2