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 1068

Allow Customers to approve Admin Approval Items

Currently, implementation or support has to add items in QB for admin approval. This is a waste of time for us and would be much better left in the hands of our customers.
Zachary Keith 5 months ago in Online Ideas Workspace / OL - Permissions 0

Feature request - payee email address in "Email Report as PDF"

Hello, I often have to make a change to a family billing ledger and send an updated report by email. Each time I do this, I have to manually copy and paste the primary payer email into the To: field in the email dialog box. 99% of the time, when I...
Guest 5 months ago in Desktop User Suggestions 0

Net amount charged added to Automated Billing processes

Customer would like to see a 'net charges' calculation on the Automated Billing window where it currently shows the Charges and Credits separately. 'Net charges' would be a total = (Charges - Credits) TShirt: XS
Jesse Hartman 11 months ago in Procare Desktop / Enterprise Support 0 Future consideration

PAD Payments-Outstanding Logic

Within the Search Criteria under Payments-Outstanding, there is the option to filter by Auto Pay status. It works well for all clients except for PAD customers. This area of the software is not recognizing families who have 'Checking Account (PAD)...
Meagan Haas 11 months ago in SCW 0

NACHA character limit increase from 17 numbers to 20 numbers

Center is trying to use Direct Deposit extra add on for Procare DT. The NACHA from Chase Bank needs to be 20 numbers, but Procare DT only allows 17 numbers. Director reached out to Chase bank for accommodations but they told her it has to be 20 nu...
Dominic Smith over 1 year ago in Procare Desktop / Internal Facing 0

Autopopulate Default Values for Site Admin (Full Access) Role & Provide activity ID's for all preconfigured roles

Several clients in Implementation and/or support need assist with role setup. When copying roles to another Role name the system does not display the activity ids and permissions associated - they remain yellow as the copied role is hard coded. Pl...
Tammy Schroeder about 2 years ago in SCW 0

We would like to suggest a new Standard Report which will be used on a regular basis as a classroom directory with less sensitive information.

With parents becoming increasingly more cautious with the information they share, we would like a report that can be generated as a classroom directory that ONLY includes the following information: 1) Child's name 2) Parent(s) Name(s) 3) Parents' ...
Guest 5 months ago in Desktop User Suggestions 0

Child Relationship Import

When importing contacts/payors, the relationship defaults to UNKNOWN and has to be re-entered. Once the relationship is established, you shouldn't have to re-enter it once imported into siblings profiles.
Guest 5 months ago in Desktop User Suggestions 0

Filter Immunization / Requirement History report by date

Be able to select only a certain year of requirement history
Guest 5 months ago in Desktop User Suggestions 0

Allow full dates to be sorted in data viewer reports

You can only sort a data viewer report ascending or descending which only picks the first number of the date which is the month. Allow the option to sort data viewer reports by the full date including the year example: 10/9/2024, 11/10/2024, 1/6/2...
Guest 5 months ago in Desktop User Suggestions 0