Procare Solutions Internal Ideas Portal
ADD A NEW IDEA

Pinned ideas

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.
Share feedback 3

All ideas

Showing 1797

Desktop Report: Employee Turnover Percentage

This report would scrape data from the employee work history. The database could perhaps scrape data from the classroom configurations to see the average number of employees or even simply pull from employee statuses. The number of separations div...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 0

Desktop Report: Enrollment Over Time

(with command prompt to pull week over week, month over month, quarter over quarter, year over year, etc.). This report would be an elaboration on Enrolled Status Summary but with the statuses on the y axis and the time increments on the x axis to...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 0

Desktop Report - Lifetime Value of an Account

This report would scrape data from ledger to calculate first off the average revenue per family account. Then it would scrape data from enrollment status (assuming revenue obtained only when the child is tagged as enrolled is what we would like to...
Beth Carlin 3 months ago in Procare Desktop / Internal Facing 0 Future consideration

Ability to customize recurring payment digital request wording

When the recurring payment digital form is sent out, it says to reach out if they received the message in error or didn't request a change, but it isn't clear who to reach out to. Customer would like the option to add their school email address or...
Shelby Hansen about 2 years ago in Procare Desktop 0 Planned

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

Report enhancements

Centers currently lack the ability to properly reconcile from transaction to settlement using our currently reporting. While approximation can be done it is hard to know what specific transaction belongs to which deposit using the BAR, or BAR with...
Jacob Hunsicker 6 months ago in TE Transactions / Center Daily Tasks / Increase TE Adoption / Procare Cust Support 0 Future consideration

Allow GL Data to Appear on Financial Reports When Using New Type Fees at Center Level

Cadence would like to have the ability for GL data to reflect on financial reports in SCW when creating and using new type fees set up at the center level in SCW. Right now, this data only properly reflects on reporting when creating and using the...
Robert Skylis 6 months ago in SCW 1 Future consideration

DC03 - Also remove Unassigned People

During a DC03 the unassigned people are not removed. So when a customer goes to add in families there is a huge list of accounts that are saved under unsigned. This causes a lot of confusion since they are doing a DC03 to start with a clean databa...
Chanel Carrigan over 2 years ago in Procare Desktop / Internal Facing 3 Already exists

One-page reports

Full name, Date of birth, date of enrollment and date of graduation on
Guest 3 months ago in Desktop User Suggestions 0

=Make it an option (with a check box) for admin to receive returned payment notifications instead of all admin receiving the notification

In our orrganization there are a number of staff who have admin acess given their different roles. Hoowever some of our admin who do not deal with the billing side of thing do not need access to the returned payment information. There was also the...
Guest 3 months ago in Desktop User Suggestions 0