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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.

SCW

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Visual Update/Refresh on the Parent Portal Registration

Having an updated visuals and flow through the process would be a better customer experience.
Guest over 4 years ago in SCW 0 Future consideration

Payment Method added to One Sheet

No way to determine payment type on the One Sheet report. Makes doing bank reconciliations impossible. Would like to have the One Sheet Report identify payment type in a new column. (Credit Card, ACH)
Guest over 4 years ago in SCW 0 Future consideration

Update Email Template Help Doc

Found this help article, which is great, but it seems to be out of date. It would be much more helpful if it were updated with the current default text. It would also be helpful if there was a description of what triggers the email/when it is sent...
Guest over 4 years ago in SCW 0 Future consideration

Daily Insite Summary & Audit Report

There is only one report for the daily insites. Brightpath would like to start using the insites but would like a summary of this data. They would like to know how many insites were entered per day per room. They would also like to know which staf...
Guest over 4 years ago in SCW 0 Future consideration

Add multi-select option for Late Payment Fee override exclusion groups

Currently under Setup-Fees, there is a drop-down menu that states: "Do not charge late fee to this group." For many clients, they have more than one group that they want to exclude from charging the late payment fee, but there is currently no way ...
Rachel Kingstrom over 4 years ago in SCW 0 Future consideration

Allow client ability to update FTEs

They have frequent changes to their FTEs that need to be updated. Currently have to send information to DCW team whenever an update is needed
Rachel Kingstrom almost 5 years ago in SCW 0 Future consideration

Set up an alert for when batch jobs fail

When a batch job runs but fails, the client often reports the issue to DCW after seeing that a batch process hasn't completed. Example: Billing batch job runs but fails; no billing posts to parent ledgers. DCW should be alerted when a batch proces...
Rachel Kingstrom almost 5 years ago in SCW 0 Future consideration

Add filters to reports--client has added several new sites, in different states and under different subsidiaries. Is looking for several reports to have a filter for state and subsidiary, to be able to collect data for a specific set of centers.

Several reports are not able to be filtered and can only be run for business level or one site; this will allow reporting to be done for a specific set of sites. Allows greater flexibility in the reports that are already created.
Leanne Scope almost 5 years ago in SCW 1 Future consideration

Client request-At time of initial registration client is requiring all immunizations to be entered however due to each state having different requirements - the parents are able to just put one immunization in the field and continue with registration. They would like this updated their specific State requirements (Washington)

This new feature would save the client valuable time. They would spend less time contacting parents and having them either upload their immunizations or inputting info for parent.
Tammy Schroeder almost 5 years ago in SCW 0 Future consideration

Add CENTER name (column J) from the HOME>General screen to the Quick Books Export -CSV

It would allow me to upload the file without having to add the NAME. QBO will not let the upload post to the AR's account with the customer name.
Guest almost 5 years ago in SCW 0 Future consideration