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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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Enhance boarding to conditionally approve & hold

Attempt to mimic square model - want to enable processing before all boarding docs have been received (longest part of boarding is retrieving docs) Discussed at Gatekeepers offsight
Jessica Flitcraft over 5 years ago in TE Transactions / Increase Revenue / Operational Efficiency / Reduce Resources to support TE 0 Future consideration

Enhance batch fraud checks and submission tools

Manual process today - individual must press a button each day at 1PM to initiate settlement/funding Prior to pushing the button, each batch must be manually reviewed line by line for errors discussed at Gatekeepers kick off
Jessica Flitcraft over 5 years ago in TE Transactions / Reduce Resources to support TE 0 Planned

Offer Account Updater to aid with Recurring Billing approval rates

A large portion of billing via Procare customers is submitted via Card on File or Recurring Billing transacitons (60+% in first half of 2019). This form of billing can frequently get interrupted when a card expires or is replaced by the issuer. Ac...
Jessica Flitcraft almost 6 years ago in TE Transactions / Center Daily Tasks / Increase CC over ACH adoption 0 Future consideration

PCI Validation assistance program

When customers utilize Procare's credit card processing services, they are required to validate their PCI compliance on a yearly basis via completion of an SAQ and performing vulnerability scans. These can both be difficult for anyone not familiar...
Jessica Flitcraft almost 6 years ago in TE Transactions / Increase Revenue 0 Future consideration

Enable reports to be scheduled for delivery via email

TE.com is currently used by both centers, corporate offices and affiliates such as accountants. Some individuals only need reports for reconciliation purposes, no other functions offered in TE.com. To reduce the level of effort required for regula...
Jessica Flitcraft almost 6 years ago in TE Transactions / Center Daily Tasks / Procare Cust Support 0 Future consideration

Unified Logging Library for Procare

What: create a library that compiles to a .dll that can used on all projects. Why: This will help in triaging issues coming from customers. Save time and resources investigating. Logs are lacking consistency, details, ability to set different lo...
Deleted User about 7 years ago in Procare Desktop 1 Will Not Implement

Remove the word “unsubscribe” from Emails

The client is currently troubleshooting an email issue where admins are not receiving emails when parents reply back to an SCW sent email. We determined that these notifications are not going through to admins because they are getting flagged by B...
Robert Skylis about 1 year ago in SCW 0 Future consideration

Immunization Alerts

Currently no alerts when immunizations are missing or overdue Currently Report Type "Alerts" Option to add drop down for "Due" as currently Alerts only show those with missing data in field not overdue
Kaly Nasiff about 1 year ago in SCW 0 Future consideration

Powerschool Integration for SCW or Online

Many large school districts utilize Powerschools as their SIS. They are specifically looking to work with CMS that integrates their experience and updates student data between the two systems in real time. This is a deal-breaker for several deals ...
Kaly Nasiff over 1 year ago in SCW 0 Planned

Power BI Pricing Action and Structure Report

TE and Operations is requesting a Power BI report that shows all customers with Pricing Action in the last 12 months, and what that is. If possible, this report also shows customers with changed ownership in the last 12 months. We need to be able ...
John Margheret over 2 years ago in Data Platform / Power BI Report 0 Planned