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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Report of TE customers with Surcharging Active

I am looking to understand which customers enable surcharge and when they activate surcharge relative to when they activate their software.
Richard Ortega over 2 years ago in Data Platform / Power BI Report 1 Already exists

Alignment with Tennessee Reporting Standards

Roughly 750 customers in Tennessee would spend less time manipulating data out of Procare before uploading to Tennessee reporting.
Richard Ortega over 2 years ago in Data Platform / Defect/Bug 1 Will not do

AGS TE List Enhancements Phase 2

This pertains to: AGS Account and Center Lists.v3 - Power BIWe need to make enhancements to current report so the AGS team can better identify opportunities.
John Margheret over 2 years ago in Data Platform / Power BI Report 1 Already exists

When approving account on the registration and waitlist page, is there a way to see what grade the student is in before approval?

Improved use of employee time
Mike Mercer over 2 years ago in SCW 0

Allocation on manual adjustment

It will make my T/E allocation report correct. Manual adjustments right now goes into the "other" Column
Guest over 2 years ago in SCW 0 Already exists

more information on "Outstanding Payment report"

On Outstanding Payment screen allow you to see who is an "active" client, and who is on Auto-Pay.
Guest over 2 years ago in SCW 0 Already exists

Center Waitlist Analytics

A report containing data pertaining to waitlist statistics for specific (filterable by) centers. This includes creating average, total, median, etc. statistics on centers waitlists as a whole. i.e. a summary report on center's waitlists. Requestor...
John Margheret almost 3 years ago in Data Platform / Ad-Hoc Report 0 Will not do

Pre-Bill Report for Third Party

We would like a pre-bill report that displays the parent copay and the sponsor amount due.
Guest almost 3 years ago in SCW 0

Need a report that will show race and ethnicity answer for each child.

We often need this info for grant reporting, but we also share it with our staff as part of our ongoing DEI work. So far, the OMER report is the only one that shows this info, but does not always give us accurate info for given timeframes.
Guest almost 3 years ago in SCW 0

remove payment types from Actions > Make payment

Remove the ability to use the ACH and Credit Card payment TYPE when you select Actions> Make payment. The only types that should be here are M.O., CASH, CHECK.
Guest almost 3 years ago in SCW 0