Skip to Main Content
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.

All ideas

Showing 452

Display Upcoming Birthdays in Dashboard

Customer ties Tuition to the Student's Age. They wish to have a display on the dashboard to track when they need to update recurring plans.
Zachary Keith almost 4 years ago in Online Ideas Workspace / OL - Dashboard 0 Future consideration

Clean Up "Change Payment Processor Settings" under External Gateway Options

Remove outdated options from the Change Payment Processor Settings screen in External Gateway and default to TE as the option if possible
Melissa Winterborne almost 2 years ago in SCW 0 Future consideration

General Ledger Summary Report needs filter run on date type post dates.

It defaults to create date, which is not a good choice for the General Ledger.
Guest about 4 years ago in SCW 0 Future consideration

Staff Certification Monitoring

Client would really like to be able to monitor staff certifications and paperwork. She suggested the ability to be able to monitor when a certification like CPR etc. are about to expire and need to be renewed. Wants to be able to put in this infor...
Jane Ault about 4 years ago in Online Ideas Workspace / OL - Staff Management 0 Future consideration

Custom Fields for Additional Authorized P/U or Address line

Client needs to be able to track addresses for additional authorized p/u's. Would like to be able to add custom fields or see the address field added for these individuals.
Guest about 4 years ago in Online Ideas Workspace / OL - Student Data 0 Future consideration

Add Start and End Date to Registration / Re-registration Report

Currently, this only pulls through the beginning of the year. We would like to be able to pull for the year prior as well. It would be most bennificial to add a start and end date to this report.
Guest about 4 years ago in SCW 0 Future consideration

Custom built reports - Add columns/fields

For operational and financial analytics, we would like to be able to combine fields and run custom reports to include capacity, remaining availability, enrolment, labour hours, educator ratio & day rate. Exporting this in Excel will give us th...
Guest over 4 years ago in SCW 0 Future consideration

Future Billing Weekly Detail - Excel with additional Third Party Detail

Cadence would like the "Future Billing Weekly Detail - Excel" report to include - The third party discount The subsidy amount The TPD The copay
Beth Carlin about 2 years ago in SCW 0 Future consideration

Weekly query/job needed to look at ach transactions for fraud markers

Due to a fraud action by a customer using ACH via TE, we will need to have a weekly job ran that scrapes all ach transactions and looks for ach rejects with the following characteristics. Rejects for: No Account, Invalid Account exceeding 35% of a...
Jason Tarrant about 2 years ago in TE Transactions / Operational Efficiency 2 Future consideration

Contact information report that can be scheduled OR be able to schedule custom reports

Save staff time by having contact information (numbers and emails) be able to be scheduled in a report so staff can have them when they need them without having to manually run the report and send them out. The email system in School Care Works is...
Guest over 4 years ago in SCW 0 Future consideration