Skip to Main Content
Procare Solutions Internal Ideas Portal
Workspace Procare Desktop
Categories Internal Facing
Created by Jesse Hartman
Created on Aug 28, 2024

Billing Box import utility

Customer maintains a fee assistance program and the fees are tied to unique IDs that are created and maintained in a third party platform. The school district is going to be implementing an automated process by which families can apply for fee assistance through this third part.

Their challenge is being able to manage the billing boxes within Desktop to align with what is in their other platform, and would like a method to import child billing box items directly into Desktop based on the ID applied to the child’s record.

The unique ID that they are using from their vendor has been applied to child records within Desktop in the 'Identification Number' field, and ideally they would want it to key off of that field since they have already populated it.

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 allow them to make changes to Billing Box items across their entire school population through an import rather than managing each record individually which represents a massive time and labor expense for their district.

Requesting Customer Mesa Unified School District - 24910747
  • Attach files