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Procare Desktop

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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 7 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 7 months ago in Procare Desktop / Internal Facing 1 In Review

Add Balance Due filter for corporate report Primary & Aging Accounts @ 90 Day Aging (Bal>0)

Corporate Reports > Agency Accounting > Account AgingPrimary & Aging Accounts @ 90 Day Aging (Bal>0) Customer would like the report to include a filter option for "Only Display Accounts with a Balance Due".Right now, the report only i...
Beth Carlin 7 months ago in Procare Desktop / Internal Facing 2 Future consideration

Notification for red cloud error

Center would like to be notified when a red cloud error occurs either by email or some sort of pop-up.
Guest about 1 year ago in Procare Desktop / External 0 Will Not Implement

Add billing items through schedule templates

Customer wants to add billing lines to schedule templates so when a template is added to a child's record then there are billing lines added at the same time and tied to the schedule. Default line items associated with a schedule template would al...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 In Review

Greater flexibility with Standard Amounts

Customer would like to be able to apply Standard Amount adjustments to specific subsets of accounts when using the button to update billing boxes. Configuration > System > Accounting Management > Family Accounting > Standard Amounts Wh...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 0 Planned

Chip Reader for credit/debit cards

Customer has reported that a family's card was flagged by their bank as a fraudulent charge because the card was swiped instead of using the EMV chip on their card. Customer is extremely concerned that the industry is moving along and we are not k...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 1 Will Not Implement

Add Automatic Billing Feature

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

Notice on payment auth form that they may be assessed a fee

Requesting that something is added to the payment authorization form so that when parents fill it out, it lets them know that credit cards may be assessed a fee and to check with their center for more information.
Shelby Hansen about 1 year ago in Procare Desktop / External 2 Will Not Implement

Schedule Lock

Customer wants more accurate historical reporting for schedules, and has expressed a need to 'lock' schedule information after a particular threshold is met, to ensure reporting accuracy. " For historic records, the end goal would be that when a w...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 1 Future consideration