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Procare Desktop

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Enhancement to Enrollment Status Audit

Customer would like to see the timestamp when the status was originally created, in order to provide a complete audit trail for administrators.
Jesse Hartman 9 months ago in Procare Desktop / Enterprise Support 3 Will Not Implement

Employee Self-Service Functionality

Customer would like to see us develop a way for employees to view and manage their schedule and benefits (PTO/Sick requests for administrators to approve/deny) without having to request printouts from administrators.
Jesse Hartman 6 months ago in Procare Desktop / Internal Facing 1 Will Not Implement

Reset MyProcare Import Date/Time to Local rather than GMT display

MyProcare Import Screen (both New and Re-Registration) display the submission date/time in GMT rather than local time. It used to be local and was switched and customers are complaining and confused with the change.
Jeff Sherman about 2 years ago in Procare Desktop / External 0 Will Not Implement

Set PDF as the default report export type

Whenever a report is run in Desktop and you click the Export option to save it, the default option is always .rpt Crystal Report document type which is unusable to our customers. PDF is the choice 90% of the time and should be the default option.
Justin Cook over 2 years ago in Procare Desktop / External 1 Will Not Implement

Autopay for Desktop

Allow Desktop customers to set a schedule for Batch Processing to automatically pull payments without running the function every day/week/month/quarter.
Zachary Keith about 1 year ago in Procare Desktop / External 0 Will Not Implement

Fix ACH Payment Posting on FE so that centers can utilize the feature

ACH is not currently being enabled as a payment option on FE, as payment posting is inconsistent. ACH Returns and refunds also cause issues when posting to Desktop.
Zachary Keith about 1 year ago in Procare Desktop / External 1 Will Not Implement

View only permission for Billing Box

Customer would like a new permission that would allow User Groups to open a child's Billing Box to view their billing setup, but not make any changes. Currently if you restrict access to the Billing Box, the user encounters an error and are unable...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0 In Review

Desktop Procare Email: Easy Access to copies of emails sent or CC option

Configuration > System > Regions & Schools > Set Options > General > Messaging Options > Service Provider set to Procare Customer would like this setting to allow for users to access copies of the emails they have sent after ...
Beth Carlin over 2 years ago in Procare Desktop / Enterprise Support 3 Will Not Implement

Custom report for Security Deposit

-Customer Funded Queue- Customer is requesting a report be built with: The report would ideally reference an enhancement that is documented in a separate Aha - DESK-I-270. Report parameters would be a typical filter, but no date range picker The r...
Jesse Hartman 4 months ago in Procare Desktop / Internal Facing 0 In Review

Dropdown menu for children on the ledger

-Customer funded queue- Customer is asking for a dropdown menu within the ledger screen that contains the children who are associated with the account. They wish to do this in order to link a child to a transaction without using a text description...
Jesse Hartman 4 months ago in Procare Desktop / Internal Facing 1 In Review