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

Delete and manage Documents

Currently, in Procare Online, there is no way to remove a document that has been uploaded to a student's profile. This frustrates customers who can accidentally attach the wrong document to the wrong entity and are unable to correct it. There have...
Sirah Brautigam 7 months ago in Online Ideas Workspace / OL - Documents 2

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 10 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

Integration with Kidkare by Minute menu

Customers are asking for an integration with Kidkare by Minute Menu for tracking meal plans. Service providers are looking for a more robust option than the meal planning functionality present within OL.
Jesse Hartman 2 months ago in Online Ideas Workspace / OL - Meal Plans 0

Subsidy Adjustment Options - Agency Credit

Procare Desktop offers two options for editing or posting a balance to a Subsidy Ledger: Transfer to Parent and Agency Credit. From the Desktop Support Article: "If the balance is not being transferred to the parent, you may adjust it as an Agency...
Zachary Keith 8 months ago in Online Ideas Workspace / OL - Subsidy 4

Subsidy Adjustment Options - Transfer to Parent

Procare Desktop offers two additional options for editing or posting a balance to a Subsidy Ledger: Transfer to Parent and Agency Credit. Transfer to Parent would transfer the remaining balance from the Subsidy Ledger to a Family Ledger. This woul...
Zachary Keith 8 months ago in Online Ideas Workspace / OL - Subsidy 4

Toggle a Registration form to be for Leads or Active Students

BAM 74496643 created a lengthy form for Leads in the Registration section. Now she needs to be able to share the same form with Active Students. If she copies the form, it is still for Leads. There is no way to toggle it to be for Active Students....
Kami Lee 6 months ago in Online Ideas Workspace / OL - Leads 2 Future consideration

Allow Partial Refunds (TE) in Procare Online

Christina Dorando (BAM 24254560), a former Sandbox user, would like the ability to issue partial refunds, particularly for Tuition Express payments—a feature previously available in Sandbox.
Emily Stafford 8 months ago in Online Ideas Workspace / OL - Billing & Accounting / Tuition Express/Payments 0 Planned

Average Daily Attendance Report

Kids 'R' Kids would like an Average Daily Attendance Report This would be driven based on Sign-In/Sign-Out This would allow them to know if they can enroll more, cut back on staff, or take other actions based on the data.This information is possib...
Beth Carlin 26 days ago in Online Ideas Workspace / OL - Reports 0