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Procare Solutions Internal Ideas Portal
Workspace Procare Desktop
Categories Internal Facing
Created by Jesse Hartman
Created on May 31, 2024

Allow other enrollment statuses to sync to Engagement

Several customer have expressed a need to have access to other statuses that sync records into Engagement functionality. Allowing a 'Pre-enrollment' status to sync family data into Engagement and send out parent invitations prior to the child's actual date of enrollment would significantly improve customer and parent experience.

  • EDIT - This portion of the business case would not necessarily have to be addressed by a new status that syncs, but by allowing 'enrolled' status to sync to engagement some number of days before the date of the status.

A different use case for this would be to let customers use Engagement for programs with children who are not enrolled. Endeavor has specifically called this out as a major issue for them. They use a different enrollment status for summer camp programs in order to keep their true enrollment numbers accurate for reporting. They have signaled that they are willing to leave Procare for their summer program usage if this is not addressed somehow.


Product Area Center Management
Are customers at risk of leaving Procare without this item? Yes
Are customers going to competitors for this item? No
How does this impact the customer's business?

The current system limitations gives families a poor onboarding experience that feels rushed and provides additional stress to admins trying to help parents get setup on their first day.

Customers such as Endeavor who consider 'enrolled' students as separate from their other programs cannot use Engagement with those programs without cross pollinating their enrollment data. Endeavor has expressly indicated that they are willing to explore solutions outside of Procare for their summer programs if this is not addressed.

Requesting Customer Endeavor Schools - 95003907, Little Sprouts - 67536000, Prep Schools - 35665535
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  • Admin
    Zack Marty
    Reply
    |
    Aug 13, 2024

    As of right now, online only consumes the "Enrolled" status. If the online team would like to consume more statuses so that they can do things like invite parents to use Engagement sooner, then we need to know what they would like to receive from Desktop. From there, they can decide what they would like to do with each of the statuses. We can work with the online team to pass the information they need to in order to facilitate pre-enrollment.