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Online Ideas Workspace

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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 about 4 years ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 0 In Review

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 about 4 years ago in Online Ideas Workspace / OL - Parent Messaging 0

Audit or Logging for Billing in Online

We are frequently asked by customers who made changes to Billing (for example, a recurring plan stopped or changed) and it would be very helpful to both Support and our customers if changes to Recurring Plans, Invoice Cancellations, or Payment Ref...
Shannon Nowak about 1 year ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

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 about 4 years ago in Online Ideas Workspace / Other 6 Different Product

Schedule-Based Billing

Add Schedule-based billing options to Online. Similar to Desktops Billing Formula functionality.
Zachary Keith over 1 year ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Programs 5 Needs More Information

Ability to Create and Save Custom Report Templates

Client would like the ability to save custom report templates. I have heard from many client that it would be really helpful to be able to save templates for reports they go back to again and again instead of having to recreate them each time.
Guest over 4 years ago in Online Ideas Workspace / OL - Reports 3 Planned

Allow Users to remove Billing Type New Item from Invoices/Plans

Customer would like to remove theNew Item Billing Type from Invoices / Recurring Plans They would like their staff to use Presets, rather than creating a new item for the invoice.
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Allow Users to Edit the Billing Type Order in Invoices / Recurring Plans

Customer would prefer that the Preset billing type be the default first option, rather than New Item as it is now. They would like their staff to first use Presets, rather than creating a new item for the invoice.They are looking for 2 less clicks...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Billing & Accounting 0

Remove Pin from Corporate Dashboard

The corporate portal displays the staff pin, however that does not push down to the schools. Can we remove that field please? It has caused confusion for customers.
Guest 3 months ago in Online Ideas Workspace / Other 0

Allow Engage Parents to view Deactivated Students

At this time in the Desktop to Engage platform if an Enrolled student's status is changed to another status, for example Inactive or Graduated, a parent can no longer view the historical information available for the child like Billing and Photos....
Lexi Hueseman about 4 years ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 0 In Review