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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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Enable centers to receive chargeback notifications when Fax # in unavailable

Request received from Implementations 6/24: The FAX number on the MSA is not a required field and often centers do not have a fax. When a center does not enter a FAX number on their MSA, it use to automatically default to our 541-858-7008 fax. Tha...
Jessica Flitcraft over 4 years ago in Tuition Express / Procare Cust Support / Reduce Resources to support TE 0

Charge upon Approval- we want families charged upon APPROVAL of registration, not when submitting registration. This was a feature last August (2019) when we began registration for last school yearand it was taken away.

Since taking away the choice of charging upon approval it makes it hard for us to refund families who are not accepted into the program. Families were charged upon registration for summer even though the program couldn't accept them. We are not ok...
Guest over 4 years ago in SCW 1 Will not implement

Attendance and Daily Activity Records Logged Overnight

We are trying to approximate how many centers provide overnight care in the US and Canada. Knowing this impacts how we implement clearing activity reminders after a set time period. Provide list of accounts who had attendance AND daily activity re...
Brandon Calderon over 2 years ago in Data Platform / Ad-Hoc Report 1 Planned

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

Better organization of stored merged letters

When using merged letter. If a center chooses a saved letter, they see all letters that have been stored. The problem is that if its a multi site, they see all stored letters for all sites, which is very cumbersome to have to scroll between Letter...
Gregory Wilson over 2 years ago in Procare Desktop / Internal Facing 0

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

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

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 almost 5 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 almost 5 years ago in SCW 0