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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Add away to have a time range in Data Viewer (Account Info-Tracking)

I'd love to be able to produce a report of how families heard about us (we include a question on app) and have a time range when the applications can in.
Guest about 2 months ago in Desktop User Suggestions 0

Be able to report on Payment Method used for a payment

Currently there is not a way to report on which payment method was used for which payment.Customer would like to be able to report on which payment method was used for each payment.In Procare online, it shows direclty on the Ledger.
Beth Carlin about 2 months ago in Desktop User Suggestions 0

Add option to set "As of Date" when processing Tuition Express Batch

Customer bills into the future. They also set up future discounts to families.As the system runs now, in order to not overbill families, they need to be very particilar about their Payer Maximum amount, or set manual calendar reminders to either a...
Beth Carlin about 2 months ago in Desktop User Suggestions 0

Documents

I need to be able to give people access to view documents only, without the ability to delete or add.
Guest about 2 months ago in Desktop User Suggestions 0

Add a Meals Served/ Claimed report to OL

A customer requested that a report be added to OL that shows how many meals they are getting reimbursed for each child. They also want the ability to choose how many melas a day are claimed. They essentially requested the same functionality as the...
Ray Loerke 5 months ago in Online Ideas Workspace / OL - Reports 1 Needs More Information

Customize the Dashboard

Customer would like to change the order of the Action Items on the Dashboard and add Tasks to each staff member's Action Items on the Dashboard. BAM 90274094 requested this.
Kelly Kohlhagen about 2 months ago in Online Ideas Workspace / OL - Dashboard 0 Future consideration

Customer would like to be able to custom run reports based off programs

Customer would like to be able to custom run reports based on programs - BAM 99336785
Pam Littleton 5 months ago in Online Ideas Workspace / OL - Programs / OL - Reports 0 Future consideration

adjust the default year when running tax statements

Currently, when a parent is generating a tax statement, the default year is 2018. The parent needs to select the year and scroll down to the most current year. It would be better if the most recent year was the default and the list could display t...
Debbie Scarlett Foster 11 months ago in Online Ideas Workspace / OL - Billing & Accounting 1 Future consideration

Provide Archive of Print Electronic Agreement

Customer would like access to previously completed Recurring Payment Forms. For example, if a Chargeback is submitted, but it was in regards to the 2nd to last card where they filled out the electronic form and not the current card where they fill...
Beth Carlin 10 months ago in Procare Desktop / Internal Facing 2 Will Not Implement

Permission groups for staff

centers would like the ability to create user groups for OL/FE so they don't have to manually change individual staff member permissions
Courtney Iversen about 1 year ago in Online Ideas Workspace / OL - Permissions 1 Planned