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Procare Solutions Internal Ideas Portal
Workspace Procare Desktop
Categories Enterprise Support
Created by Jesse Hartman
Created on Jul 14, 2025

Centralized Billing Enhancements

Customer would like an easier way to setup and manage Billing Boxes in order to facilitate more efficient centralized billing.

A way to review, edit, and save billing box item amounts in one window, with the items grouped by account and then child, with a filter to narrow the view of data would help with this.

An import function seems less feasible, but may also address the underlying problem.

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?

The problem they are trying to solve for is that each child's Billing Box consists of multiple line items when subsidy is involved. The family ledger is billed a portion of the tuition, and the agency ledger is billed for the rest. The subsidy amount will vary by family, so this represents a very large time sink for their billers to maintain.

Key points:

  • There is no way to efficiently manage Billing Box items at scale when the pricing granularity is on a per-child basis

  • There are no 'guardrails' for ensuring the combined total of family + agency tuition = the Standard Amount configured.

  • Need a way to reduce steps / make the process more efficient so that human error is minimized

Requesting Customer CDS - 15297000
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