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Procare Solutions Internal Ideas Portal
Workspace Procare Desktop
Categories Enterprise Support
Created by Jesse Hartman
Created on Jul 30, 2024

Option to auto-email statement upon withdrawal

Customer would love to have an option they can opt into that sends an account statement via email to families on the date of withdrawal.

Once an end date is configured on the child's record, if they are the only remaining active child on the account, administrators would not need to remember to manually send those emails out.

Overlap with DESK-I-25

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

This would be a time saver and efficiency add-on for the customer

Requesting Customer KA of Aurora - 90181102
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