Getting There
You may access the
Person Information from a number places depending on whether the person is a child, parent, emergency contact, pick up person, Procare user, employee or vendor. The most common ways to get there are to
Add a New Family or
Look Up an existing family.
Change Information for a Person:
To edit the information for an Existing person dbl-click directly on their name anywhere you see it in Procare.
Add a New or Existing Person:
When adding a person click the drop down arrow next to the Add button. In most cases it will look similar to the images below. You can choose add a New Person or Existing Person.
| Adding a Payer (parent) |
Adding a Child |
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Note: Once a person has been entered the first time you'll re-use them as an "existing person" in other places in Procare. For example, a person may be a Payer on the account as well as an authorized Pickup for children in their own family and a neighbor's family, or an employee may also be a Procare User and perhaps a parent as well.
Person Information
Enter or change data on the
Person Information screen.
- Enter the name, DOB, gender, email, etc., as desired. The only required fields are first & last name.
Email: Each person may have just one email address on record. If they have more than one choose a single address to which email notifications will be sent.
- Under Address Information click New and enter their physical and/or mailing address, etc. then click Update. You may enter more than one - just click Update after each one. Then click Exit to return to the Person Information screen.
Hint 1: To change an existing address or phone number dbl-click anywhere in the address or phone box.
Hint 2: Learn how to
Copy an Address / Phone from one person to another.
Hint 3: Click the
Map It button (lower left - image above) to see that address on a map.
- Under Phone Information click New, choose a Telephone Type (like work, home, or cell), then enter the Area Code and Telephone Number and a Comment (optional) then click Update. You may enter more than one phone number - just click Update after each one. Then click Exit to return to the Person Information screen.
- Learn how to Add a Photo.
- If you are editing an existing person just click Save > Exit and you're done.
- If you are adding a new person click Continue (lower right). If people with similar names are found you’ll have a chance to:
- Select a suggested person as a match and reconcile the information of the two people. Click the name of a suggested person (top half of screen) then click Select (upper right). There may be information to reconcile. If so, check the address(es), phone number(s) and email you wish to keep, then click Continue. You’ll return to the Person Information screen where you may make any necessary changes then click Save > Exit.
- Continue with the person you have just entered to save them as a brand new person. Click once on their name under the New Person section (bottom half of screen) then click Save (lower right).
- If no match is found you’ll automatically return to the appropriate screen with the person's name displayed.
Note: If you're adding a family (an Account) you may continue adding additional payers as needed for this family. Use the Up & Down arrows to change their order. The first person on the list is considered the Primary Payer (the person responsible for making sure the bill is paid).