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Procare Desktop

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User/Timestamp data for Billing Box entries

Customer would like to see user and timestamp data for changes made to records within the Billing Box that are currently not captured by the system. Ideally they would like to be able to report on changes made to these records but are unable to do...
Jesse Hartman 12 months ago in Procare Desktop / Enterprise Support 1 In Review

Allow other enrollment statuses to sync to Engagement

Several customer have expressed a need to have access to other statuses that sync records into Engagement functionality. Allowing a 'Pre-enrollment' status to sync family data into Engagement and send out parent invitations prior to the child's ac...
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 1 Will Not Implement

Custom Tracking Item Report

Customer wants a Standard Report that they can print out for licensing needs that will display all of the tracking items and information that they track. Customer has licensing requirements for all of the information that is captured on their enro...
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 1 Future consideration

Customized Recurring Payment Authorization email/text/form

Customer is asking if it is possible to customize their Recurring Payments Authorization email/text/form to include their organization name instead of the school name in Desktop that the Recurring Payment Authorization functionality references. Th...
Jesse Hartman about 1 year ago in Procare Desktop / Internal Facing 0 Will Not Implement

Favorite Data Views

Customer would like a way to favorite the Data Views that they use most frequently, similar to how favorites in Standard Reports were done.
Jesse Hartman 6 months ago in Procare Desktop / Enterprise Support 1 Will Not Implement

Agency Version of Primary Accounts @ 30 Day Aging - Details

Kama'aina Kids (BAM: 10859000) would like an Agency Version of the Primary Accounts @ 30 Day Aging - Details Location: Corporate Reports > Standard Reports > Family Accounting > Account Aging
Beth Carlin 7 months ago in Procare Desktop / Internal Facing 0 Will Not Implement

KES: increase max allowed code numbers from 512 to at least a count of 1,999 . Procare DT Hardware product (Keyless Entry System)

Please add more details Required V2 KES, very large centers are hitting a wall, their current family/employee count exceeds the capacity of codes the V2 KES can handle. From two unrelated center calls it seems to max out at about 512 codes. The l...
Mark Boicey 7 months ago in Procare Desktop / External 1 In Review

Add Automatic Billing Feature

Customers are requesting an Automatic Billing Feature, similar to Procare Online and some of our competitors.
Zachary Keith over 2 years ago in Procare Desktop / Internal Facing 3 Will Not Implement

Integration with Everbridge

Customer is a city in Florida that uses a third party (Everbridge) to provide disaster / critical event management software - it is used as a mass notification tool. The purpose for the integration would be for Procare to push select data (general...
Jesse Hartman 7 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Option to clear TE profiles

Customer would like an option inside of Desktop that would allow them to clear all Tuition Express profiles for all families at once. At the end of each year they want to easily clear profiles and collect newly completed authorization forms from t...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 Will Not Implement