Procare Solutions Internal Ideas Portal
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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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Recurring Payments options ACH/CC

Procare should restrict the user from being able to select ACH or CC from the Recurring Payments Request feature. Current model will present check boxes, proposed solution is to fold this configuration into TE01 or similar support download, giving...
Shannon Nowak over 2 years ago in Procare Desktop / Internal Facing 0 Future consideration

Update software to be able to split family billing of parent managed calendars.

When parents select days off the parent managed calendar, no sponsors come through as selected on the child's PRA which is causing the system to only bill the one guardian. There is currently no setting or config that would allow the system to aut...
Guest over 4 years ago in SCW 0 Will not implement

Exception Report/Notification - Schedule Change

Provide an exception report that lists families where the schedule has been changed, but the recreate button was not clicked Provide an exception report that lists families where an active contract was impacted due to a schedule change Provide a d...
Guest over 2 years ago in SCW 0

Recreate Current Statement

• Provide a functionality that eliminates the need for someone to click on “Recreate Current Statement” in Financials.
Guest over 2 years ago in SCW 1

Allow employees to request time-off, management accept or deny time-off request, and a calendar to manage/track approved time-off.

The idea came from a Kids 'R' Kids owner with two locations. She has DT+PE and would like a way to manage her employee's time-off request. The idea was added under DT mainly because data syncs from DT to PE.
Anna Leichter over 2 years ago in Procare Desktop / Internal Facing 0 In Review

Create an adjustment import for transactional clients. We currently have an adjustment import for defined billing clients. There are situations where a mass credit is needed. The credit may be a percentage off or it could be differing amounts for each family. We need an additional way to do mass credits.

We currently have the ability to import adjustments for defined billing clients. We should have a way for transactional clients as well. In cases where billing has already posted, users cannot issue a mass credit unless it is done by room/program ...
Guest over 4 years ago in SCW 0

Provide an alert if a withdrawal date is added but there is an open prepaid deposit

Due to centres entering termination dates, at times prepaid deposits get missed. It would be nice to have a notification pop up or not allow a termination date to be entered, due to a prepaid being in an open status. Even better for our team would...
Guest over 4 years ago in SCW 0

Third Party Contract on Ledger

When we create a third party contract, that third party is automatically added to the ledger. However, when a third party contract is created in error and we delete it, it does not get deleted from the ledger. We would like the ledger for the corr...
Guest almost 5 years ago in SCW 0 Will not implement

Create a Power BI Report that differentiates inbound and outbound leads from beginning to end

Sales cannot differentiate between inbound and outbound lead sources for leads, opportunities, and further down the sales funnel. They need a BI report that can determine this. This is imperative for sales to create and accurately provide compensa...
John Margheret over 2 years ago in Data Platform / Power BI Report 0 On Hold

Third Party Schedule vs Actual Report - Excel

Details: LCG would like to know if Procare has the ability to create a report in LCW that includes all LCG schools in one tab. We currently do not have the ability to do so:
Guest over 2 years ago in SCW 0