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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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Future Billing Weekly Detail - Excel with additional Third Party Detail

Cadence would like the "Future Billing Weekly Detail - Excel" report to include - The third party discount The subsidy amount The TPD The copay
Beth Carlin over 1 year ago in SCW 0

Merge Letter for Vaccines

Kiddie Academy Kent Island - 35347264 Customer is very interested in having a merge letter created that provides parents name, child's name, and vaccine(s) due. They would like to be able to send this to parents and it show all of the immunization...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0 Future consideration

Weekly query/job needed to look at ach transactions for fraud markers

Due to a fraud action by a customer using ACH via TE, we will need to have a weekly job ran that scrapes all ach transactions and looks for ach rejects with the following characteristics. Rejects for: No Account, Invalid Account exceeding 35% of a...
Jason Tarrant over 1 year ago in Tuition Express / Operational Efficiency 2

Delayed Enrollment Status

Customer would like to see an option when setting child statuses, particularly 'withdrawn' so that the effects of the enrollment change do not take effect until the very end of the day.
Jesse Hartman over 1 year ago in Procare Desktop / Internal Facing 2

Corporate DV for Employee Schedule

Dancing Moose Lake Park - 61588084 Customer is requesting that Corporate Data Views be made available to show Employee Schedule information. Specifically, they would like to be able to create DVs of the information that is contained in the Standar...
Jesse Hartman over 1 year ago in Procare Desktop / Internal Facing 0 In Review

Enhanced Report

Management would like us to ask DCW to provide the capability to report on the total number of families that fall into each of the following non-standard enrollment types listed below and tie that reporting structure into the Enroll/Withdrawal rep...
Guest over 1 year ago in SCW 0

Flag when a student has an IEP or 504 plan or medications

We would like notification and maybe a flag on an account has an IEP, 504 plan or medications. We need to know ASAP so we can meet the needs of our students.
Guest about 3 years ago in SCW 0

Ability to change status on leads

Have the ability to set the status when a lead comes thought, currently changes to active, would like to be able to set to pending
Guest over 1 year ago in SCW 0

SalesLoft Data

We would like to pull SalesLoft data into the datawarehouse and create reports around that data. Here is the link to the API documentation for SalesLoft. https://developers.salesloft.com/ This would be useful for AM, SWC, BDR, and Implementations ...
Ekin Van Winkle over 1 year ago in Data Platform / Platform Improvements 0 Planned

Make Gender visible on Child Profile

The Preparatory School-Dripping Springs - 35665535 Customer would like to be able to see a child's gender in the children information without having to click in to the child's profile to see it. They would ideally like to see this information sit ...
Jesse Hartman over 1 year ago in Procare Desktop / Internal Facing 1 Already exists