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Procare Solutions Internal Ideas Portal
Status Shipped
Workspace SCW
Created by Guest
Created on Sep 8, 2020

Allow us to split a family 50/50 (or whatever) that is also using a third party

It would help us by saving us time doing it manually each week.

Center Name Cadence Education
  • ADMIN RESPONSE
    Sep 9, 2020

    Thank you for reaching out and creating an idea! We appreciate the feedback and understand this is a manual process. However, we currently do not have this planned on our 2021 roadmap. The best practice for these cases would be to allow the directors at each school to add adjustments to these families. In most cases it is typically just a few families per school. If you would like to make changes to school director permissions please contact our support team and we will be happy to help set you up. Thank you!

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  • Guest
    Reply
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    Sep 15, 2020

    Not to mention, you cannot mass recreate a centre billing, if need be, because you then have to go and redo all of your splits. HUGE inconvenience!!!

  • Guest
    Reply
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    Sep 15, 2020

    We have over 100 accounts we monthly have to go in and adjust. This seems like it should be an easy logic to build into the 3rd party set up and just billing in general. This needs to be corrected and put on a road map.

  • Rachel Kingstrom
    Reply
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    Sep 14, 2020

    From client:

    I would say that it affects about 20 – 30 families company wide.

    If a school has a subsidy family that wants to split their copay, the system does not currently allow us to do it. The regional director for the school has to go in and add adjustments to both parent ledgers to reflect the split. The RDs have to do it every week for every family. If the system did it automatically, it would save a lot of time and aggravation.