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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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Update software to be able to split family billing of parent managed calendars.

When parents select days off the parent managed calendar, no sponsors come through as selected on the child's PRA which is causing the system to only bill the one guardian. There is currently no setting or config that would allow the system to aut...
Guest about 5 years ago in SCW 0 Will Not Implement

AM/PM columns in data viewer

User would like the option to have AM/PM totals or binary columns in data viewer so they don't have to manually calculate totals
Owen Carlson over 2 years ago in Procare Desktop / External 1 Will Not Implement

Hide a child

From time to time, we have to remove a child from a family and are asked to delete the child. it would be nice to have the option to hide a child from view of the parent portal for the sake of the family not having to see the name.
Guest over 2 years ago in SCW 0 Future consideration

Add email field to system supervisor creation in setup wizard

when creating the initial system supervisor it'd be wonderful to enable them to put in an email. this way, when we enable family enegagement, they're already mapped and won't have sync errors right off the bat.
Courtney Iversen over 2 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

Transition Report Time Zone

Is there a way to run the Transition Report in PST since we are CA?
Patty Avila over 2 years ago in SCW 0 Future consideration

Adding a Notes Section/Box in the Pending Registrations Screen

There are situations where the client receives new family registrations but those registrations have to sit for an extended period of time so the client was hoping that we could add a note section under the Registrations > Approval screen so th...
Robert Skylis over 2 years ago in SCW 0 Future consideration

TE Portfolio Monitoring not showing correct processing amounts

PBI shows this BAM has processed -$61 in the last year, but BAM shows they have been processing all year long. Report I used in PBI: https://app.powerbi.com/groups/99727438-bf4f-43fb-93fb-e3d4f50216d6/reports/b2b33983-7b61-4f5c-a129-947b815420bb/R...
Anastasia Goggins over 2 years ago in Data Platform / Defect/Bug 0 Planned

Voids- show the information that is entered on the void screen

Customer would like to be able to see information that is added when a void is done on a transaction on the parent ledger. Maybe it is added to the comments, or a 2nd line is created for the actual void transaction and comments?
Leanne Scope over 2 years ago in Procare Desktop / External 0 Will Not Implement

Create an adjustment import for transactional clients. We currently have an adjustment import for defined billing clients. There are situations where a mass credit is needed. The credit may be a percentage off or it could be differing amounts for each family. We need an additional way to do mass credits.

We currently have the ability to import adjustments for defined billing clients. We should have a way for transactional clients as well. In cases where billing has already posted, users cannot issue a mass credit unless it is done by room/program ...
Guest over 5 years ago in SCW 0 Future consideration

Provide an alert if a withdrawal date is added but there is an open prepaid deposit

Due to centres entering termination dates, at times prepaid deposits get missed. It would be nice to have a notification pop up or not allow a termination date to be entered, due to a prepaid being in an open status. Even better for our team would...
Guest over 5 years ago in SCW 0 Future consideration