MyProcare is a parent portal available to Procare Cloud customers, that serves two primary purposes:

  1. New families may register online or be placed on a wait list. See “Best Practices” below.
  2. Current families have access to information, such as child schedules, time cards, immunizations, log sheets, financial history and their balance due, as well as make mobile payments (for centers with Tuition Express), and re-register their children.

Best Practices

For brand-new families:

  • We recommend using the New Family Registration feature (described below) to gather minimal information from families. When using the Question Manager, ask as few questions as possible—only what you need to know to choose whether to import them into Procare.
  • Once imported, families will be able to go through re-registration to answer a more complete set of questions you create and pay any registration fees (for centers using Tuition Express).

For current families:

  • Use the features described below to give families access to information, print reports, make payments (for centers using Tuition Express), and schedule their children.
  • Current families may also re-register their children.

How to Set Up & Use MyProcare

Choose to enable the features you want to use:

Setup

Select from the options below:

Run the Setup Wizard to turn MyProcare on and choose your settings

Setup Wizard

Getting There

  1. Log into Procare as a System Supervisor. 
  2. From the main screen of Family Data & Accounting, go to MyProcare > Setup Wizard.
    MyProcare Setup Wizard Menu

Using the Setup Wizard

Click Next to move through the Wizard, selecting settings as you go. Watch the video below, or continue reading the step-by-step instructions.

 

  1. At the Welcome – General Settings screen:
    • Click the Load School button to enter the information for the center. You may set Show School Address to “false” if you don’t want the address to display on the MyProcare website.
    • If you have not yet loaded Text Networks (screen will display “You currently have: 0”), click the Text Networks button and select Download & Update. Select Yes, and Exit.
    • Click Next.

     

  2. At the Current Families screen, you can turn the MyProcare website (for existing parents) on or off. If you select False, you will skip over the next two steps and go to the New Family Sign-Up screen. Click Next.
  3. The MyProcare – General Settings screen allows you to:
    • Be notified when a family makes a change to their contact information. (Select true on the Enable Contact Info Change Email Notification line, and then enter the email you want the notification sent to). 
    • Select the Parent Limits button to limit what existing parents can see and do on their MyProcare link.
  4. The Current Families – Scheduling screen is next. If you want to allow current families to create and modify schedules, select True to the Enable Scheduling choice and the additional options will become available for selection. See: Turn on Family Selected Scheduling.
  5. On the New Family Sign-Up screen select True to allow new families to register through MyProcare. Select Next.
  6. On the New Family Sign-Up – General Settings screen, you can:
    • Select the level of automation you want when importing new families. There are three levels of interaction:
      1. Use Import Screen – Recommended. You review and choose how the families will be brought into Procare.
      2. Mostly Automatic – All families are directly imported into Procare, except for duplicates.
      3. Fully Automatic – No interaction at all. Families are automatically imported (duplicates are ignored).
    • Include a signature line in the summary confirmation that is emailed to the parent.
    • Enter an email address for the center, if you wish to receive a notification when a new family signs up.
    • Enter an email address for parents to contact the center with any questions (the question mark on their registration form allows them to email center for help). Select Next.
    • Question Manager is discussed separately in the next section of this article.
    • New Family Sign-Up – Account Settings screen – Here you define your Account Key names, user defined fields, and tracking items that will be used when you import a family. These are account level settings.
    • Online Registration – Child Settings screen – You can set user defined fields and tracking items that will attached to the child (vs. the account). You may wish to leave all but the Enrollment Status blank, and have the tracking set at the account level instead.
    • The last action you will need is to look over the Review screen. If you need to change something, click Back. If you are ready to write the changes in, click Save. You can always make changes later if needed.
Use the Question Manager to create questions for new families to enter

Question Manager

Create questions for new families to answer when they register online.

Getting There

  1. From the main screen of Family Data & Accounting, go to MyProcare > Question Manager.
    MyProcare Question Manager Menu
  2. Choose to create New Account questions (for the family as a whole) and New Child questions (answered separately for each child).
    1. Click on the Type (New Account or New Child) and then click Edit (or just dbl-click New Account or New Child).
    2. Optional: enter a Nickname, if you like, to describe this set of questions; for example, “Questions about the family as a whole”.
      MyProcare Question Manager

Details About Using the Question Manager

Watch the video below for more details.

Get links to put on your website for new and current families

Get links to place on your website or email them to families.

Getting There

  1. From the main screen of Family Data & Accounting, go to MyProcare > Website Links.
    a9lsi07t
  2. You may copy the Existing Account Link for current (existing) families. All of the school/locations in your database will use the same link.
  3. Use the Copy button to copy the New Family Sign-Up Link specific to the school you are in. If you have multiple schools, use the All Schools to export a list of links for all locations in your database. New families must use the link for their specific location.

MyProcare Link Builder

If you want your website to have a graphic image for the MyProcare link, use the MyProcare Link Builder. Just paste the link select the graphic you’d like and copy the code for insertion on your website.

myprocare-link-builder

Details About Links

Watch the video below for a complete walk through.

New Family Registration

Learn how a new family enrolls online.

Getting There

  1. New families will click a link on your website to register online.
    1. The family will begin by entering their email address.
    2. A confirmation number will be sent to their email and they’ll enter this number to log in.
    3. The family will enter information about themselves and their children and answer questions you’ve set up using the Question Manager.

Watch the video below for more details.

Review and import new families into Procare

Review & Import Families

In most cases you’ll review new families and decide whether to import them into Procare.

Getting There

From the main screen of Family Data & Accounting, go to MyProcare > Review & Import.
jmjkkrdc

Using the Review & Import Screen

Note: A grayed out child does not match your selection.
Grayed Child does Not Match Your Selection

Duplicate People

Duplicate People

If a new family appears to have duplicates of people (parents, children, etc.) already in Procare, you’ll be alerted when you attempt to import them.

Getting There

From the main screen of Family Data & Accounting, go to MyProcare > Review & Import.
8gb2u0lk

Details About Duplicate People

Watch the video below for details on how to handle duplicate people during the import process.

MyProcare for Current Families

Download Letter Templates for use with MyProcare

Download Email Templates for Families using MyProcare

You may download letter templates to introduce families to MyProcare which includes a link and instructions to log in. The templates will appear in the Letter Merge feature and may be emailed to all families (or a select group) at once.

Download the Letter(s)

  1. From the main screen of Family Data & Accounting, go to Utilities > Download Procare Support File.
  2. Enter a password of MP01.
  3. Check the box for any of the introductory MyProcare letter(s) you may want to mail out, and click Install.

Click the video below for more details.

Email a Letter Template to families about MyProcare

Email the Introducing MyProcare Letter

  1. From the main screen of Family Data & Accounting, select the Merge Letters icon on the Account Toolbar.
    sepzmqnf
  2. Choose Open Letter (top left).
    qssnv84g
  3. Select Introducing MyProcare (or any of the introductory letters you downloaded).
    MyProcare Letter Templates
  4. Choose Email. The letter will be sent as a .pdf attachment. In the text of your email be sure to let families know to open the attached file for instructions.
    wrt1thj5
Current Family Log In & Access

Current Family Log In & Access

Getting There

  1. Current families will click a link from your email or on your website.
    1. The family will begin by entering their email address.
    2. If they haven’t already selected a password, a confirmation number will be sent to their email and they’ll enter this number and choose a password to log in. If they already have a password, the confirmation number step is skipped.
    3. Once logged in, the parent may need to select which center to log into (if their email address is found at more than one center). Once there, they can view information, update their phone or address, or make a payment (depending on which options you have allowed).

Watch the video below to see how a current family logs in and uses MyProcare.