Procare Solutions Internal Ideas Portal

Pinned ideas

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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Showing 1608

1 VOTE

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 10 months ago in Desktop User Suggestions 0

2 VOTE

Merge Letters Select by Family instead of by Student

Center would like the ability to switch between filtering by all students on an account and just one when attempting to send out merge letters via email. They do not use merge fields and are attempting to send an email to every family with a balan...

Owen Carlson over 1 year ago in Procare Desktop / External 0 Will Not Implement

1 VOTE

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 11 months ago in Desktop User Suggestions 0

1 VOTE

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 11 months ago in Desktop User Suggestions 0

1 VOTE

Filter Immunization / Requirement History report by date

Be able to select only a certain year of requirement history

Guest 11 months ago in Desktop User Suggestions 0

1 VOTE

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 11 months ago in Desktop User Suggestions 0

1 VOTE

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 11 months ago in Desktop User Suggestions 0

1 VOTE

Be able to add tracking items and user defined fields into the same data viewer report

It would help to create better reports if you could add tracking items and user defined fields into one data viewer report. Also, be able to add account user defined fields and child user defined fields into one report.

Guest 11 months ago in Desktop User Suggestions 0

1 VOTE

Chip Reader for credit/debit cards

Customer has reported that a family's card was flagged by their bank as a fraudulent charge because the card was swiped instead of using the EMV chip on their card. Customer is extremely concerned that the industry is moving along and we are not k...

Jesse Hartman 11 months ago in Procare Desktop / Enterprise Support 1 Will Not Implement

1 VOTE

Remove The Country Field From Customer Addresses

Customer is frustrated that addresses in Procare require a Country.

Zachary Keith 11 months ago in Online Ideas Workspace / OL - Student Data 3