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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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Feature request - payee email address in "Email Report as PDF"

Hello, I often have to make a change to a family billing ledger and send an updated report by email. Each time I do this, I have to manually copy and paste the primary payer email into the To: field in the email dialog box. 99% of the time, when I...
Guest 9 months ago in Desktop User Suggestions 0

Mass/Bulk Refunds

Currently the only way to refund in the system is to go to each individual family and apply a refund. It would be nice to have an option to mass refund families.
Guest almost 5 years ago in SCW 0

Prevent ledger from closing after posting

Currently, the only option to post to the ledger posts and closes the ledger in a single action. It would be very helpful if there were a 'save' button so that users can save their work as they go. The problem is that if multiple entries needed to...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 0 In Review

We would like to suggest a new Standard Report which will be used on a regular basis as a classroom directory with less sensitive information.

With parents becoming increasingly more cautious with the information they share, we would like a report that can be generated as a classroom directory that ONLY includes the following information: 1) Child's name 2) Parent(s) Name(s) 3) Parents' ...
Guest 9 months ago in Desktop User Suggestions 0

Child Relationship Import

When importing contacts/payors, the relationship defaults to UNKNOWN and has to be re-entered. Once the relationship is established, you shouldn't have to re-enter it once imported into siblings profiles.
Guest 9 months ago in Desktop User Suggestions 0

Filter Immunization / Requirement History report by date

Be able to select only a certain year of requirement history
Guest 9 months ago in Desktop User Suggestions 0

Allow full dates to be sorted in data viewer reports

You can only sort a data viewer report ascending or descending which only picks the first number of the date which is the month. Allow the option to sort data viewer reports by the full date including the year example: 10/9/2024, 11/10/2024, 1/6/2...
Guest 9 months ago in Desktop User Suggestions 0

Exposure settings for pay codes

Adding exposure settings for pay codes would allow better control across multi-location setups. Some locations have need for specific pay codes that other locations do not need to have visibility on.
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 3 Will Not Implement

User/Timestamp data for Enrollment Status

Customer would like to see user and timestamp data for changes made to enrollment status within Desktop that are currently not captured by the system. Ideally they would like to be able to report on changes made to these records but are unable to ...
Jesse Hartman over 1 year ago in Procare Desktop / Enterprise Support 1 Planned

Parents can add, delete, edit "relationships" section (pick up people list) at any time.

Parents should have control at all times over who is on their child's pick up list. They should be able to add, remove, and edit people and their contact information throughout the year, not just during registration.
Guest 9 months ago in Desktop User Suggestions 0