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Online Ideas Workspace

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Invoice line item order

Make line items added to invoices in Procare Online appear in the order in which they were added. For this customer (BAM 56423058), the order of the line items matters, but after they create the recurring plan, the preview shows the next invoice w...
Kelly Kohlhagen 7 months ago in Online Ideas Workspace / OL - Billing & Accounting 1

Schedule when Calendar events are sent out

Currently, the Calendar sends out emails to families immediately when an event is created (if you select whom the event is for). If a center wants to log an entire year's events, then parents will get large quantity of emails. If centers could sch...
Kami Lee 3 months ago in Online Ideas Workspace / OL - Calendar 2

Would like the ability to toggle on mandatory signatures for parents on incidents reports created.

Centers would like the ability to make signatures mandatory for parents on all incident reports they create. Right now when a center is creating the Incident Report they have to manually select "Request a Digital Signature from Parents" when they ...
Benita Levario 2 months ago in Online Ideas Workspace / OL - Daily Activities 1

Toggle a Registration form to be for Leads or Active Students

BAM 74496643 created a lengthy form for Leads in the Registration section. Now she needs to be able to share the same form with Active Students. If she copies the form, it is still for Leads. There is no way to toggle it to be for Active Students....
Kami Lee 3 months ago in Online Ideas Workspace / OL - Leads 2

Incident notifications for admins

Customer from BAM 34840000 says that the admins at her location need to be notified when there is an incident report made, so they can approve it as soon as possible and notify the families. After some testing, myself and another agent confirmed t...
Red Lake 7 months ago in Online Ideas Workspace / OL - Daily Activities 0

Delete and manage Documents

Currently, in Procare Online, there is no way to remove a document that has been uploaded to a student's profile. This frustrates customers who can accidentally attach the wrong document to the wrong entity and are unable to correct it. There have...
Sirah Brautigam 4 months ago in Online Ideas Workspace / OL - Documents 1

Integration with Kidkare by Minute Menu

Oklahoma is going to begin requiring the use of Kidkare by Minute menu for tracking meal plans in June (single centers), and by october (multi sites). An integration between OL and this service would be helpful for service providers.
Jesse Hartman 14 days ago in Online Ideas Workspace / OL - Meal Plans 0

Expanded Subsidy Reporting

The current Subsidy Reporting offering is inadequate for our customer's needs. Currently, the Ledger Detailed Transaction Report is the only report offered in Online that shows Subsidy data. Procare Desktop offers 17 different reports across 6 Cat...
Zachary Keith 5 months ago in Online Ideas Workspace / OL - Reports 4 Planned

Transfer more data into Online

Customers would like more data to transfer when switching from desktop to online. Currently we are limited to what is included in the FE sync. Staff time cards, billing and accounting, tracking/user defined, schedules, etc.
Chasity Dorsey 6 months ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 3

add an ALL ROOMS option to the Edit Room Assignment window

When I am training, I often recommend that Admin staff, in particular, be assigned to All Rooms. If there are a lot of rooms, it can be cumbersome to have to check each room and it's easy to miss one room. It would be nice if there was a box that ...
Debbie Scarlett Foster 6 months ago in Online Ideas Workspace / OL - Staff Management 0