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Add ability to run multiple selected reports at once and save that group of reports for the future

Kid 'R' Kids would like to run multiple Procare Online Rpeorts at once, rather than multiple separate reports. Billing > Categorized Transaction Summary Report Management > Franchise royalty report payments Management > Franchise royalty...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Reports 0

Update Staff Only language

I previously requested that the Staff Only feature on Daily Activities be updated to say - "Staff Only - Requires Admin approval before sent to Parents." Now it says, "Staff Only - Requires Admin Approval for Parents" which is not very clear. Also...
Guest almost 4 years ago in Online Ideas Workspace / OL - Daily Activities 0

Bulk adjust billing plans (Desktop can do this)

BAM 12414000 - Bulk adjust billing plans (Desktop can do this)
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Auto-populate or memorize previously added physicians (Desktop can do this)

BAM 12414000 - Auto-populate or memorize previously added physicians (Desktop can do this)
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Student Data 0 Needs More Information

When a parent uploads the immunization record, the customer would like the document to automatically transfer into procare immuzation tracking section

BAM 63989532 - When a parent uploads the immunization record, the customer would like the document to automatically transfer into procare immuzation tracking section
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Student Data 0 Future consideration

Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)

BAM 90078474 - Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Customer would like ability to hide information like student first/last name on the procare app (staff phone device) for privacy

BAM 78580673 - Customer would like ability to hide information like student first/last name on the procare app (staff phone device) for privacy
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Permissions 0 In Review

Customer would like the option for students be auto-enrolled from the leads

BAM 78580673 - Customer would like the option for students be auto-enrrolled from the leads
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Leads 0 Future consideration

Signature on Registration Form

Requesting a signature for Policy and wavier agreements on the registration form BAM 49391191 is requesting this.
Kelly Kohlhagen 5 months ago in Online Ideas Workspace / OL - Enrollment 1 Future consideration

Adding Recurring Payment Reports to match Billing Box Reports in Desktop

Customer would like Online Recurring Plan Reports that mirror the billing Box reports in DesktopFamily Data & Accounting > Standard Reports > Family Accounting > Billing Box This would assist in transitioning from Desktop to Online Ki...
Beth Carlin 8 months ago in Online Ideas Workspace / OL - Reports 1