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Procare Solutions Internal Ideas Portal
Status In Review
Workspace Procare Desktop
Categories Enterprise Support
Created by Jesse Hartman
Created on Aug 7, 2024

Add billing items through schedule templates

Customer wants to add billing lines to schedule templates so when a template is added to a child's record then there are billing lines added at the same time and tied to the schedule.


Default line items associated with a schedule template would allow for users to select the appropriate template, and have those default billing items populate into the child's Billing Box to save time and streamline the user experience.

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?

Child record setup is a time consuming process, and Billing Box configuration is a large part of that friction.

Requesting Customer Endeavor Schools - 95003907
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