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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Adjustment Types

When setting up Type - Fees for adjustments, it would be nice to be able to have the lock function to restrict an adjustment type to just certain centres.
Guest about 2 years ago in SCW 1

Families are carpooling and have added each other to their Authorized Pick Up list; however, students are not populating on both families' Connect apps.

All families could take part in contactless check-in/out
Mike Mercer over 4 years ago in SCW 1

Report to show an audit trail of all changes made to an autopay account.

We have no insight into who changes/edits parent autopay accounts. This has caused parents questioning certain charges going through. But we have no way to identify if the family changed their information or if an Admin changed it.
Guest over 4 years ago in SCW 1 Will not implement

Rates should be required for all classroom types before a user is able to save a PRA

Currently our schools are able to save PRAs without selecting a rate for all classrooms setup with the "Event" Classroom Type. We have noticed there are some PRAs setup which do not have a rate, families are not being billed for the classroom and ...
Guest over 4 years ago in SCW 0

Charge upon Approval- we want families charged upon APPROVAL of registration, not when submitting registration. This was a feature last August (2019) when we began registration for last school yearand it was taken away.

Since taking away the choice of charging upon approval it makes it hard for us to refund families who are not accepted into the program. Families were charged upon registration for summer even though the program couldn't accept them. We are not ok...
Guest over 4 years ago in SCW 1 Will not implement

Update software to be able to split family billing of parent managed calendars.

When parents select days off the parent managed calendar, no sponsors come through as selected on the child's PRA which is causing the system to only bill the one guardian. There is currently no setting or config that would allow the system to aut...
Guest over 4 years ago in SCW 0 Will not implement

Exception Report/Notification - Schedule Change

Provide an exception report that lists families where the schedule has been changed, but the recreate button was not clicked Provide an exception report that lists families where an active contract was impacted due to a schedule change Provide a d...
Guest over 2 years ago in SCW 0

Recreate Current Statement

• Provide a functionality that eliminates the need for someone to click on “Recreate Current Statement” in Financials.
Guest over 2 years ago in SCW 1

Create an adjustment import for transactional clients. We currently have an adjustment import for defined billing clients. There are situations where a mass credit is needed. The credit may be a percentage off or it could be differing amounts for each family. We need an additional way to do mass credits.

We currently have the ability to import adjustments for defined billing clients. We should have a way for transactional clients as well. In cases where billing has already posted, users cannot issue a mass credit unless it is done by room/program ...
Guest almost 5 years ago in SCW 0

Provide an alert if a withdrawal date is added but there is an open prepaid deposit

Due to centres entering termination dates, at times prepaid deposits get missed. It would be nice to have a notification pop up or not allow a termination date to be entered, due to a prepaid being in an open status. Even better for our team would...
Guest almost 5 years ago in SCW 0