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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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There should be a way to merge parent accounts when duplicates are made.

Instead of having to a delete duplicate account after manually entering the secondary accounts information, we should be able to just merge the information into a single account.
Tam Roberson over 1 year ago in Procare Desktop / Internal Facing 0

Add Brand Filter to Report

For the report Monthly Centre Summary - PDF, if this can be converted to Excel and then on each tab have the centres under the filter brand. Or add the brand as a filter for the PDF and they each create on one page
Guest 10 months ago in SCW 0

Daily Insites - Add the user who created the daily insite to the Daily Insite Timeline screen

This will let customer know who created the Daily Insite. Currently SCW ties the user to daily insite photos, but not to the insite itself.
Guest 10 months ago in SCW 0

SCW: Health Insurance Reporting Needed

Client needs to be able to pull and export the following data fields in report format: Child Name, Center, Health Insurance (Yes/No), Policy Name, Policy Number, Insurance Phone
Meagan Haas 10 months ago in SCW 0

SCW: Add Marital Status data within reporting

Client needs to be able to pull marital status data. This information will also be needed within their annual reports. *If its easier to add to an existing report with parent data, that would work. (For example: Child Directory)
Meagan Haas 10 months ago in SCW 0

Standard Report Enhancement - Student Enrollment Analysis

Corporate Reports > Family Data > Tracking > Student Enrollment Analysis Customer would like for the report to sort by Region Code, then School Code within the System Configuration > Locations & Users > Regions & Schools win...
Jesse Hartman 10 months ago in Procare Desktop / Internal Facing 0

SCW: Combine Scholarship Valid Values

Scholarship redemption uses valid value code DSCT when it is used at check out within the new registration page. However, it is coded as SCHL when redeemed at check out within the parent portal. Can they be combined to all fall under the same vali...
Meagan Haas 10 months ago in SCW 0

Special Charges/Credits included in batch billing box functions

Centers are not able to select special charge or special credit descriptions when applying contract or formula billing through batch billing function
Owen Carlson over 1 year ago in Procare Desktop / External 0

Manual Adjustment Report is not picking up correct transactions

We have tried to use this report but it does not reflect properly
Guest 10 months ago in SCW 0

Have a report that shows Desktop License screen, and what modules are applied

Link to support article showing DT license: https://www.procaresupport.com/procare-desktop/docs/license-configuration?highlight=license If a customer has multiple licenses on the same IKN, and they vary (ex. 2 fulls and 1 mini) we are unable to se...
Anastasia Goggins 10 months ago in Data Platform / Power BI Report 2