MyProcare: Set Up and Use Re-registration

Turn on Re-registration

Begin by turning on MyProcare for current families (if you haven’t already done so) and then turning on the Re-registration feature.

1. Log into Procare as a System Supervisor. 
2. From the main screen of Family Data & Accounting, go to MyProcare > Setup Wizard.
   
3. Select Current Families (left side) and confirm that it is turned on (set to True). If you are turning it on for the first time, please see the MyProcare Overview for more information before you continue with re-registration.
4. Select Re-registration Settings (left side).
   1. Set “Enable Re-Registration” to True.
   2. Select the level of automation you want when importing children who are re-registering. There are three levels:
      • Use Import Screen – Recommended. You review and choose which re-registrations to accept.
        
      • Mostly Automatic – All re-registrations are accepted into Procare automatically, except for possible duplicates of newly added relationships/emergency contacts.
      • Fully Automatic – No interaction at all. All re-registrations are accepted into Procare automatically (duplicates are ignored).
5. Click Review and then Save.
   and

Question Manager

If you want parents to answer questions or confirm answers they may have previously given, use the Question Manager to create a new set of questions or make changes to an existing set. Skip this step if you have an existing set of questions you plan to use as is, or if you do not want to ask questions during re-registration.

1. From the main screen of Family Data & Accounting, go to MyProcare > Question Manager.
   
2. The Question Manager screen will contain question sets for a New Account and New Child. These are used for new families registering for the very first time. In most cases you’ll want separate questions for current families who are re-registering.
   1. Click the small down arrow on the Add button (image below) and choose to add Re-Reg Account questions (for the family as a whole) or Re-Reg Child questions (answered separately for each child).
      Hint: You can have both account and child questions, but they are created separately.
      
   2. Optional: Give the new set of questions a Nickname, like “Fall Re-registration” to more easily identify it later, when setting up programs.
   3. Click Save.
   4. Click Edit to manage the questions.
      
      Hint: Questions are created from Global Tracking Items and/or User Defined Fields. The Tool Tip Text is what the parent will see. If the Tool Tip is blank, then they will see the Group Name.
      

Program Manager

Use the Program Manager to create programs and sessions from which parents will choose to re-register their children. You’ll set the details of each program, such as the days it is offered, the age groups it is available to, and so forth.

1. From the main screen of Family Data & Accounting, go to MyProcare > Program Manager.
   
2. To set options for a program:
   1. Click New to create a new program or use an existing one as a starting point (click once to select a program and then click Copy).
      
   2. To make changes to an existing program, double-click the program Name.
3. Add Program Details at the Re-Registration Program screen:
   1. Enter a Program Name and Program Description.
   2. Select the Days of the Week this program is offered, along with a Start Time and End Time. If the times vary, just enter midnight to midnight.
   3. Choose whether the program is Open to All or limited to certain age groups. Note: Age groups are for informational purposes for the parent, they are not prevented from registering the child based on age.
      
   4. Recommended: Enter an email address to receive notifications when people re-register. This should be the email address of the center or the director, etc. If you prefer not to receive a notification, leave it blank.
      Hint: You may have notifications sent to more than one address, just use a semi-colon (;) to separate them.
   5. Optional: Choose a Charge Description, like “Registration”, if there is a charge for re-registration. See: Charge, Credit & Payment Descriptions for how to add a new description.
   6. Optional: Select an Account Questionnaire if you want parents to answer account-level questions about the family as a whole. These questions need to be set up ahead of time using the Question Manager.
   7. Optional: Select a Child Questionnaire if you want parents to answer child-specific questions for each child they re-register. These questions need to be set up ahead of time using the Question Manager.
      
   8. Do you want parents to verify their phone and address? There are 3 choices:
      1. No (the parent will not see the phone or address).
      2. View (they will see it, but can’t change it).
      3. Edit (the parent can make changes).
         Note: Parents will be able to add new emergency contact and pickup people (and remove old ones) regardless of your answer here.
   9. Do you want a Signature Line on the confirmation email sent to the parent? (So the parent could print the email and sign it.)
   10. Do you want children automatically enrolled?
       1. No (an enrollment date will not be added when the child is approved).
       2. Yes (an Enrollment Start Date will automatically be added – see step 4d below – if they are not already enrolled).
4. Create Sessions for the program. There must be at least one session.
   
   1. Add a Title for the session.
   2. Select a Fee Type of No Fee, Per Child, or Per Family and enter the Registration Fee amount.
      Note 1: There must be a Charge Description set above (under Program Details) in order to charge a fee.
      Note 2: Fees will be grayed out (disabled) if this location is not set up for Tuition Express.
      
   3. Choose Start and End Dates for registration (for this session), as well as dates for the session itself.
   4. Optional: If you chose “Yes” to automatically enroll (step 3j above), you may also choose an Enrollment Start Date. This will be used as the child’s enrollment date, if they are not already enrolled.
      
   5. Click Save.
   6. Optional: Click Add Session and repeat these steps for additional sessions.
      
   7. Optional: Click Copy to create a new program based on this one.

Set Yourself Up as a Parent

We recommend you set up a family for yourself with you as a parent (payer). Include your personal email address and add at least one child. That way you’ll be able to use MyProcare and see how re-registration works from a parent’s point of view.

How Parents Re-register Children

Parents log into their MyProcare account to re-register and choose programs for their children.

1. As a parent, go to MyProcare.com and log in using the email address on file with the center.
2. Once you’ve logged in:
   1. If registrations are available, you’ll see an alert. Choose View.
      
   2. Choose Begin Re-registration.
      
   3. Choose the first child you want to register and select Next.
      
   4. Select one or more programs for the child by choosing Register, then Next.
      
   5. Confirm the emergency contacts and authorized pickup people for the child and add any new ones by choosing Add relationship or use the red X to remove one.
      
   6. Scroll to answer any child-specific questions and choose Next. the parent will see the existing answers (if any) and may make changes as needed.
      
   7. If there is more than one child in the family, the parent has the option to register another child at the same time.
      
   8. At the Review screen, the parent may add or remove programs or select another child, then press Next.
      
   9. If there are any account-level questions, those will appear next, then choose Account Info.
      
   10. The parent will have the option to make changes to their address or phone, if you chose that option when setting up the program choices.
       
   11. If there is a fee for this program(s) choose Payment, enter the card information and select Register & Pay.
       
       Hint: If there is no fee, simply choose Submit.
   12. The parent will see a confirmation / thank you screen.
       

Review, Import and Manage Re-registrations

Once families have begun to re-register (see: How Parents Re-register a Child) you’ll be ready to review the information and decide whether to import it into Procare (whether to accept the child’s registration).

1. From the main screen of Family Data & Accounting, go to MyProcare > Review & Import > Re-registrations.
   
2. A list of families who have re-registered their children are waiting to be reviewed and imported (if you chose “Use Import Screen” when you turned on re-registration).
   
3. There are several ways to get more details about the families:
   1. Click Expand to view the family-level of detail for all families at once.
      
   2. Use the plus sign (+) to expand a particular family and a second plus sign (+) to expand the child.
      
   3. Click Details open the Registration Details screen for that family.
      
4. Optional: Use filters (left side) to view certain groups of families.
   1. Display only families who gave particular answers to questions.
      
   2. Use the Age in Months setting (and check Apply) to view only families with a child in that age range.
      
      Note: A grayed out child does not match your selection.
      
5. Select the families (or children) with whom you wish to perform a task. You may select:
   1. All families at once
      
   2. Individual families
   3. Children within a family, down to the program level.
      
6. Once selected, you may:
   1. Email the families
      
   2. Delete the families from re-registration. They will still be in Procare, but you’ll lose most changes made during re-registration (except address and phone changes which occur as soon as the parent submits the re-registration).
      
      Note about deleting: If any programs had fees associated with them, those payments would have already been collected, so you’d want to refund them and adjust the family ledger cards.
   3. Import the families (this will update their information with changes made during re-registration).
      
      Note: Answers given to questions are updated in the appropriate tracking category or user defined field. Answers are also entered in the child or account log notes as a record of what happened at that time, so if the answers are changed in the future, you’ll be able to see what they were when they re-registered.

View Children who have Re-registered

To view a list of children who have already re-registered (been imported):

1. From the main screen of Family Data & Accounting, go to MyProcare > Review & Import > Re-registrations.
   
2. Click Log (bottom center of screen).
   
3. At the Program Registrations screen, you may:
   1. View All or filter by date—click Refresh if you change this setting.
      
   2. To view just a particular program or session, etc. click the tiny filter icon in the top of that heading, like Program, and choose the one you wish to view.
      
   3. To sort by Session, Date, Fee, or Fee Type, click anywhere in that heading, like Date. Click a second time to reverse sort.