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Procare Solutions Internal Ideas Portal
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Online Ideas Workspace

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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 8 months ago in Online Ideas Workspace / OL (PE) - Procare Desktop Connection 3 Future consideration

Delta Sync enhancement

Please enable all relationships to sync over from the Procare Desktop to the Procare Online when running a Delta Sync. Currently, customers have to call in to get these relationships to sync as they usually require a full sync to sync over
Gregory Wilson 11 months ago in Online Ideas Workspace / OL - Student Data 0 Future consideration

Bulk adjust billing plans (Desktop can do this)

BAM 12414000 - Bulk adjust billing plans (Desktop can do this)
Pam Littleton 22 days ago in Online Ideas Workspace / OL - Billing & Accounting 0 Future consideration

Auto-populate or memorize previously added physicians (Desktop can do this)

BAM 12414000 - Auto-populate or memorize previously added physicians (Desktop can do this)
Pam Littleton 22 days ago in Online Ideas Workspace / OL - Student Data 0

When a parent uploads the immunization record, the customer would like the document to automatically transfer into procare immuzation tracking section

BAM 63989532 - When a parent uploads the immunization record, the customer would like the document to automatically transfer into procare immuzation tracking section
Pam Littleton 22 days ago in Online Ideas Workspace / OL - My School 0

Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)

BAM 90078474 - Wants to bill quarterly (currently the options are monthly, biweekly, and weekly)
Pam Littleton 22 days ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Customer would like ability to hide information like student first/last name on the procare app (staff phone device) for privacy

BAM 78580673 - Customer would like ability to hide information like student first/last name on the procare app (staff phone device) for privacy
Pam Littleton 22 days ago in Online Ideas Workspace / OL - Permissions 0

Customer would like the option for students be auto-enrolled from the leads

BAM 78580673 - Customer would like the option for students be auto-enrrolled from the leads
Pam Littleton 22 days ago in Online Ideas Workspace / OL - Leads 0

Emergency Slider for Carer Records at Engagement Schools

The Emergency slider on parent records for Engagement schools is not able to be turned on or off, and that designation is not synced from Desktop. It would be helpful to either enable the sync for this status from Information in Relationships in D...
Shannon Nowak 9 months ago in Online Ideas Workspace / OL - Student Data 0

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 6 months ago in Online Ideas Workspace / OL - Calendar 3