Procare Solutions Internal Ideas Portal
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Workspace Procare Desktop
Categories Enterprise Support
Created by Jesse Hartman
Created on Sep 15, 2025

RELATED IDEAS

Adding Child ID to ledger transactions

-Customer funded development request-

Customer uses a variety of custom reporting solutions layered on top of CDA in order to get the insights they need from their data.

Ideally they want to simply ‘follow the money’ and derive insights about FTE by looking at what descriptions children were actually billed to determine FTE calculations and additional per child billing insights.

To that end, they are requesting a feature be built to add Child ID to the account ledger and let them assign charge descriptions to specific children would let them leverage CDA to get the reporting they need.


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 biggest problem they are having currently is that they need accurate data for things like active age cohort and Full Time Equivalency numbers and they are struggling to get 100% accurate information by reporting on schedules or Billing Boxes.

  • Sometimes Directors at the site level will delete schedules

  • Sometimes schedules are not entered accurately and will not be found and corrected immediately

  • Schedules don't account for drop in care, which doesn't get picked up through the FTE calculation

  • Billing boxes don't account for drop in care

This results in data that is not fully accurate and leaves them with projections and FTE numbers that are not accurate enough to rely on.

From their standpoint they can rely on the ledger more than from relying on directors to setup schedules within the system because if there is a billing error, the parent is going to catch it and it will be corrected immediately.
Requesting Customer Gardner Schools - 72930752
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