Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

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.
Share feedback 3

All ideas

Showing 1984 of 1984

Connect Portal - Make Payment tile show if family has credit on their account (or somewhere on main page without having to click in anywhere)

Families will know they have an available credit immediately upon entering the Portal - either by showing on the make payment tile or somewhere else on the home page. Client does understand that you can click on the statement tile to see if there ...
Guest over 5 years ago in SCW 0 Will Not Implement

Different order of the family financials tab (currently oldest to newest, would like it switched to newest to oldest)

Currently, financial transactions on the family ledger are ordered oldest to newest and some family accounts have so many transactions that it creates extra time for staff to scroll through them all.
Mike Mercer over 3 years ago in SCW 0 Will Not Implement

Full refunds through the gateway portal

Parents will be able to see their full refund, rather then putting together amounts that will add up to the total refund.
Guest over 5 years ago in SCW 0 Will Not Implement

Description of staff permissions

Customers always ask what each permission really means or limits in the "role and permissions" section for staff. The only explanation offered is for "parent contact". Can all of the permissions have an explanation for them when you hover your mou...
Kami Lee almost 4 years ago in Online Ideas Workspace / OL - Permissions 0 Planned

Update Coupon Logic when Third Party Contract Expires

When a child with a third party contract has a coupon applied and that contract expires, the parent no longer has the discount applied on their ledger. It applies correctly on the combined ledger, but not on the parent ledger(s).
Kaly Nasiff almost 2 years ago in SCW 0 Future consideration

Add AM and Implementation to Customer Support report

Link to report: https://app.powerbi.com/groups/d050f15c-2653-461a-9ceb-188f27edd8ae/reports/9efd4e48-30f8-4cab-b16d-44ae495f92e9/ReportSection60f045626961fbdfd1dc?ctid=f9b0df12-ed5c-4d8b-9083-a55ce3409b72&experience=power-bi&bookmarkGuid=B...
Anastasia Goggins almost 2 years ago in Data Platform / Power BI Report 1

Add company and root ID filters to W2 and TT reports

Link to reports: https://app.powerbi.com/groups/73d14951-9dbf-4746-91a7-1965e153b6b9/reports/bd062417-4a51-4e6b-8678-a30be8818ceb/ReportSection6edfbbcede1fb6bf24cc?experience=power-bi Can we add filters for Company ID and Root ID so we can search ...
Anastasia Goggins almost 2 years ago in Data Platform / Power BI Report 0

Make Payment Information Deactivate with withdrawal

When a termination date is entered, it automatically changes the payment on the auto tab to deactive.
Guest over 5 years ago in SCW 1 Future consideration

Client would like revision to Weekly Attendance report V3

Client would like revision made to the SCW Weekly Attendance Version 3 report to include a line for AM and a separate line for PM - they would also like a line added for a health check.
Tammy Schroeder almost 2 years ago in SCW 0 Future consideration

Difficulty identifying families with same name when entering payments in payment journal

Right now, if families have the same last name, there is no identifying information available on the payments journal screen except their current balance which does not always make it possible to identify the proper family who is paying.
Guest over 5 years ago in SCW 0 Will Not Implement