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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.

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Display Infractions in InSite Select

Add option to display infractions in the Select application when a parent signs a child in. Need ability to edit notification text based on number of times infraction has been assigned. Should be able to set term for infractions (1 year, 1 semeste...
Kristina Gass over 5 years ago in SCW 0 Future consideration

Enhance boarding to conditionally approve & hold

Attempt to mimic square model - want to enable processing before all boarding docs have been received (longest part of boarding is retrieving docs) Discussed at Gatekeepers offsight
Jessica Flitcraft almost 6 years ago in TE Transactions / Increase Revenue / Operational Efficiency / Reduce Resources to support TE 0 Future consideration

Offer Account Updater to aid with Recurring Billing approval rates

A large portion of billing via Procare customers is submitted via Card on File or Recurring Billing transacitons (60+% in first half of 2019). This form of billing can frequently get interrupted when a card expires or is replaced by the issuer. Ac...
Jessica Flitcraft almost 6 years ago in TE Transactions / Center Daily Tasks / Increase CC over ACH adoption 0 Future consideration

PCI Validation assistance program

When customers utilize Procare's credit card processing services, they are required to validate their PCI compliance on a yearly basis via completion of an SAQ and performing vulnerability scans. These can both be difficult for anyone not familiar...
Jessica Flitcraft almost 6 years ago in TE Transactions / Increase Revenue 0 Future consideration

Enable reports to be scheduled for delivery via email

TE.com is currently used by both centers, corporate offices and affiliates such as accountants. Some individuals only need reports for reconciliation purposes, no other functions offered in TE.com. To reduce the level of effort required for regula...
Jessica Flitcraft almost 6 years ago in TE Transactions / Center Daily Tasks / Procare Cust Support 0 Future consideration

Remove the word “unsubscribe” from Emails

The client is currently troubleshooting an email issue where admins are not receiving emails when parents reply back to an SCW sent email. We determined that these notifications are not going through to admins because they are getting flagged by B...
Robert Skylis about 1 year ago in SCW 0 Future consideration

Immunization Alerts

Currently no alerts when immunizations are missing or overdue Currently Report Type "Alerts" Option to add drop down for "Due" as currently Alerts only show those with missing data in field not overdue
Kaly Nasiff about 1 year ago in SCW 0 Future consideration

Future FTE Report - Monthly Average

On the Monthly FTE Report, adding a column for monthly average or setting a whole new report that has monthly average.
Guest almost 3 years ago in SCW 0 Future consideration

Payments > Payments/Adjustment

At the Business Level >> When you go to Payments > Payments/Adjustments and search Adjustments. They do not come up with the Location or Family ID. The Payment Export has these fields but not the adjustments
Guest almost 3 years ago in SCW 0 Future consideration

Add rest of Consent Info questions to the Registration Setup questions

Add the rest of the Consent Information Questions under More > Additional Information to the Registration Setup. Photograph questions already appear under the Registration Setup.
Kristina Gass over 5 years ago in SCW 0 Future consideration