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Online Ideas Workspace

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Bulk adjust billing plans (Desktop can do this)

BAM 12414000 - Bulk adjust billing plans (Desktop can do this)
Pam Littleton 25 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 25 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 25 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 25 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 25 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 25 days ago in Online Ideas Workspace / OL - Leads 0

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

Print Monthly Sign In-Out Sheets

The ability to print monthly sign-out sheets for students on the student sign in section of procare online.
Davina Metts 10 months ago in Online Ideas Workspace / OL - Sign In & Attendance 0

Customer needs a multiplier like Desktop has for billing. Bills based on number of days in the month

BAM 87481220 - The customer needs a multiplier similar to the one Desktop has for billing. Bills based on number of days in the month
Pam Littleton 25 days ago in Online Ideas Workspace / OL - Billing & Accounting 0 Needs More Information

Ability to Edit and Customize the Registration Forms

Now that we have more forms, customer need those forms to be flexible to accommodate more form types. We have a customer who has these requests: The Tab Names to be changeable or removeable. Ability to update default fields to make them required o...
Kelly Kohlhagen 11 months ago in Online Ideas Workspace / OL - Leads 4 Planned