Procare Solutions Internal Ideas Portal
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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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The ability to share documents and forms with prospects, collect completed forms back and have those forms be available under a lead CRM record as well as under the enrolled families portfolio should the family become an enrolled family

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Jack Pearson over 4 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

when you select a LOST status for a lead, To be able to Track why opportunity was LOST from a series of drop down choices. Franchise can change status to Lost for Prospect and then select the reason for lost. See tab 3.

to be able to track what happens when a prospect is lost
Jack Pearson over 4 years ago in Primrose Private Ideas / CRM 0 Planned

SEE NOTES: When processing a refund via LeadCRM, always record the refund transaction as a balancing adjustment dated 'today' rather than adjusting the orignal transaction.

Protect revenue reporting and esnure consistency for reconciliation while also allowing refunds on any transactions.
Jack Pearson over 4 years ago in Primrose Private Ideas / Accounting/Billing 0 Planned

Remove "Amount Paid" from the top of the accounting section

This metric provides no value as it is cumulative. It also exposes financial information to staff not privy to this information.
Jack Pearson over 4 years ago in Primrose Private Ideas / Accounting/Billing 0 Planned

enrollment paperwork that can be completed fully online

allow parents to complete enrollment paperwork online
Jack Pearson over 4 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

be able to receive completed and signed enrollment forms

I can file current documentation
Jack Pearson over 4 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned

Ability to transfer a teacher between rooms without creating a sign in/sign out record on their time sheet

Allow for clean, accurate time tracking for payroll purposes.
Jack Pearson over 4 years ago in Primrose Private Ideas / Ratio Monitoring 0 Planned

Ability to track staff phsysical, first aid training, and CPR training dates against employee profile and generate a report on this to identify those needing to update. See sample from CCM for all key dates which includes DOB.

Effecitvely track and monitor
Jack Pearson over 4 years ago in Primrose Private Ideas / Staff Management 0 Planned

Ability to track staff first aid training expiration dates and report against this

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Jack Pearson over 4 years ago in Primrose Private Ideas / Reporting 0 Planned

Ability to share documents such as contracts/agreements digitally with e-sign capablilities

I can drive enrollment and work to fill the school coming out of the coronavirus pandemic
Jack Pearson over 4 years ago in Primrose Private Ideas / Digital Enrollment 0 Planned