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Procare Desktop

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Once the Corporate FTE report exists, add the ability to filter by Tracking items.

Customer was pleased to hear there would soon be a Corporate version of the FTE Report.Once it exists, they would like it to include the ability to filter by tracking items. For example, they have tracking items for subsidy and private payers and ...
Beth Carlin 4 months ago in Procare Desktop / Internal Facing 0 Future consideration

JotForm Integration: Allow for more than 1 active form

(for the customer-funded team)Kama'aina currently utilizes the JotForm integration.Right now the integration allows for one active form at a time.Before too long they would like to add at least a 2nd active form.This way they can have at least 2 r...
Beth Carlin 4 months ago in Procare Desktop / Internal Facing 0 Future consideration

Custom Report: Average length of Enrollment

This is a customer-funded report request for Technical Services. Customer wants a variation of an existing report found at Corporate Reports > Family Data > Child Enrollment > Average Length of Stay. FD_Corp_ChildEnrollment_AvgLOS01.rpt T...
Jesse Hartman 5 months ago in Procare Desktop / Internal Facing 0 Future consideration

Add Balance Due filter for corporate report Primary & Aging Accounts @ 90 Day Aging (Bal>0)

Corporate Reports > Agency Accounting > Account AgingPrimary & Aging Accounts @ 90 Day Aging (Bal>0) Customer would like the report to include a filter option for "Only Display Accounts with a Balance Due".Right now, the report only i...
Beth Carlin 6 months ago in Procare Desktop / Internal Facing 2 Future consideration

Corp Report - Filtered Charge Description

Customer would like to have a Corporate Standard Report that lets them filter for specific charge descriptions and display the numbers by location. They need a narrow view of their charges in order to identify trends across their offerings by scho...
Jesse Hartman 7 months ago in Procare Desktop / Internal Facing 1 Future consideration

Integrate 1Place Childcare with Desktop

1Place Childcare is interested in an integration with Desktop to bring over basic Child and Family Data to 1Place Childcare.When they mentioned this at the KRK Director retreat, KRK users were very interested in integration.
Beth Carlin 7 months ago in Procare Desktop / Internal Facing 2 Future consideration

Schedule Lock

Customer wants more accurate historical reporting for schedules, and has expressed a need to 'lock' schedule information after a particular threshold is met, to ensure reporting accuracy. " For historic records, the end goal would be that when a w...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 1 Future consideration

User/Timestamp data for Billing Box entries

Customer would like to see user and timestamp data for changes made to records within the Billing Box that are currently not captured by the system. The desire is for each line item within a child's billing box would contain user data and a timest...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 2 Future consideration

Batch Payment Upload - Agency Accounting

Customer frequently encounters situations where they have payment checks from subsidy agencies that cover large sums of money that must be entered into Agency Payments manually, line by line. The system as-is requires manual entry which is laborio...
Jesse Hartman 7 months ago in Procare Desktop / Enterprise Support 1 Future consideration

Audit or Audit Report for Billing Box

The Nest - 39266437 Stated interest in an Audit or just Audit report of any changes made to Billing Boxes.This would help as a place to quickly double check when they notice incorrect billing.
Beth Carlin 9 months ago in Procare Desktop / Internal Facing 1 Future consideration