Procare Solutions Internal Ideas Portal
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 unique ID that they are using from their vendor has been applied to child records within Desktop in the 'Identification Number' field
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 custom Data View based on the Billing Box Activity table that also contains the 'Identification Number' field. This would allow them to export and compare data sets to identify billing box edjustments that need to be made inside of Desktop.
Module/Asset – FD, FA
Desired Fields – Same as root Data View table + Identification Number
Parameters/Filters – Same as root Data View table
Most relevant existing Data View: Data Viewer > Family Accounting > Billing Box Activity
Scope – School
| 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?
Customer must evaluate recurring billing setups for hundreds of children and needs a way to more efficiently compare what is inside of Desktop with what is in their third party platform to adjust their fee assistance rates. |
|
| Requesting Customer | Mesa Unified School District - 24910747 |
