User wants a custom report that lists all charges but also breaks down and adds in billing cycles. Wants this in Corporate report Data viewer. Meeting with the customer on 5/15 to get more details. After speaking with the customer, she explained t...

Be able to batch change a tracking item for all children, staff or accounts. We are new to Procare and will be entering all children's information, it would be helpful to be able to batch change tracking items since they don't migrate over. Exampl...

Hello, I often have to make a change to a family billing ledger and send an updated report by email. Each time I do this, I have to manually copy and paste the primary payer email into the To: field in the email dialog box. 99% of the time, when I...

With parents becoming increasingly more cautious with the information they share, we would like a report that can be generated as a classroom directory that ONLY includes the following information: 1) Child's name 2) Parent(s) Name(s) 3) Parents' ...

When importing contacts/payors, the relationship defaults to UNKNOWN and has to be re-entered. Once the relationship is established, you shouldn't have to re-enter it once imported into siblings profiles.

Be able to select only a certain year of requirement history

You can only sort a data viewer report ascending or descending which only picks the first number of the date which is the month. Allow the option to sort data viewer reports by the full date including the year example: 10/9/2024, 11/10/2024, 1/6/2...

Instead of having to a delete duplicate account after manually entering the secondary accounts information, we should be able to just merge the information into a single account.

Parents should have control at all times over who is on their child's pick up list. They should be able to add, remove, and edit people and their contact information throughout the year, not just during registration.

It would help to create better reports if you could add tracking items and user defined fields into one data viewer report. Also, be able to add account user defined fields and child user defined fields into one report.