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Make parent numbers sync from Person Info

The parent phone numbers do not sync from DT to PE unless you add to the text message box and add the carrier. Almost every account I implement on PE I have to tell them to go do this and frankly they get really mad that they have to re-enter the ...
Guest almost 4 years ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 0 In Review

Lesson Plan Formatting and Request for a Lesson Plan Template Feature

Feedback from BAM 60816591: Could we simplify the lesson plan by using a consistent template, such as the 1-2-3…7 format or by category, every week without making changes? The current design presents an issue: if teachers follow your suggested met...
Kelly Kohlhagen 6 months ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 1

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

Customer needs a multiplier like Desktop has for billing. Bills based on number of days in the month

BAM 87481220 - The customer needs a multiplier similar to the one Desktop has for billing. Bills based on number of days in the month
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Procare Online: Add Password lockout logic

Procare Online does not currently have lockout logic when a customer repeatedly enters the incorrect password. It would be beneficial if it at least matched the lockout logic of Desktop.
Beth Carlin 3 months ago in Online Ideas Workspace / Other 0 Future consideration