Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

Online Ideas Workspace

Showing 377

Parent Access to Portfolios

Customer would like Portfolios to be available to parents within the app or Parent Portal. They understand they can email, download, or print the portfolios, but they would like parents to access student portfolios on their own at any point in tim...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

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 over 3 years ago in Online Ideas Workspace / Other 0

List staff as lastname-firstname

A customer was looking for a way to list her staff by last name rather than first, much like she can with her students. This is not an option at this time but would help the Engage platforms feel more seamless as staff default to being listed by l...
Red Lake 5 months ago in Online Ideas Workspace / OL - Staff Data 0

Add Rate Screen & Reporting

I spoke with Mike Hummer at Primrose School at Moorefield Station. He would like to have; (1) a Procare Report that simply lists all the types and the associated rates. Furthermore, it would be helpful to have (2) a separate location within Procar...
Lexi Hueseman 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Set Invoice Due Date Reminder

BAM 98417794 & 92687233 are 2 Centers coming from BW and when setting up their recurring plans, they asked if we could set reminders before the invoice is due. In BW they are able to automate reminders to be sent 1, 2, or 3 days before the due...
Kelly Kohlhagen 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow ACH payment on Registration forms

BAM—86998056 Currently, regardless of the accepted payment type configuration in QB, Registration form fees can only be paid via card. This is confusing and frustrating for customers who are limited to ONLY receiving payments via ACH. "Center is s...
Sirah Brautigam 3 months ago in Online Ideas Workspace / OL - Leads 0

Red dot for visual cue on Pending Approval for activities

BAM - 32333447 - Customer would like to have a visual cue for pending approval list so you can easily see when there is a new one. " It would be great if when there was a Pending Approval on the Dashboard, a red dot could appear in the menu on the...
Sirah Brautigam 3 months ago in Online Ideas Workspace / OL - Dashboard 0

CRM Payments to show in Billing Account ledger

Centers need to be able to see CRM payments in the family account ledger and the student account ledger so that they will know it is part of the end-of-the-year tax statement for families. Centers aren't sure if they need to create an invoice to r...
Kelli Boreson 8 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Ability to turn off Parent messaging, for the parents.

I have had requests from numerous clients asking if there is a way to turn off the ability for parents to message the school. Clients still want to message families but it would be great if they could turn off the parent's ability to reply in sett...
Guest over 3 years ago in Online Ideas Workspace 0

Including training resources & webinars in Spanish.

Currently in the U.S, 13% of the population speaks Spanish at home, and Procare does not offer any resources for these communities. We work with diverse communities and it is important for our platform to offer inclusive options. To start we can o...
Brittney Karst over 3 years ago in Online Ideas Workspace / Other 6