Before You Begin

1. Follow the Overview to set up your Online Wait List & Pre-Registration.
2. If you want to log answers given for each child (from your online questions) create a child Log Sheet Type under which to record them such as "Registration".
3. Once parents register their children online you're ready to import the enrollment to Procare.

Getting There

Begin at the main screen of Family Data. From the Functions menu choose Family Data > Online Registration & Wait List.

Filter Enrollment Info

Use the Questions Filter (left side) to mark the answer to one or more questions. This will display only children for whom that answer was given. If multiple answers are selected you may show children who have both this item AND that item or children with this item OR that item.

To see all children click Clear Filter.

To see answers for a particular child click once on their name to select them. Their answers are highlighted on the left.

Import Enrollment to Procare

1. Select a child you wish to enroll (right side) then click the Enroll button or just dbl-click their name.



2. A list of Children Pending Enrollment (for that family) is displayed. The child you initially selected will be checked (right side).
   1. To include other children in this family place a check next to them.
   2. You may add another new or existing child (optional) at the same time by clicking the drop down arrow on the Add Child button (right side). This may be useful if you know the child, or a sibling, is already in Procare (Add Existing) or the family gave you information verbally about another child (Add New). After adding them to the list of pending children be sure to place a check next to them.

   

3. Choose an Enroll Status, Enroll Date and Primary Classroom for each child.
4. Decide if you want to import answers (from your online questions) to the Child's Log Sheet. If so, choose the Log Sheet Type to use, such as "Registration" (lower left).



5. When the children you wish to enroll are checked click Next.
6. Choose whether these children will be added to:
   1. A New Account (brand new family).
      1. Mark New Account and type an Account Key used to look up this family - usually the first few letters of their last name.
      2. Under the Payer section confirm the person's relationship to the selected children.

      Note: The payer is the person responsible for paying for this child. If the person listed is not the payer click the arrow on the Change button to replace them with either an Existing Person or a New Person. The person you replace will not be imported.

      

      3. To complete the process click Enroll. The account, payer and children will be added.

      

   2. An Existing Account (family already in Procare).
      1. Mark Existing Account and select a family from the Account Key list.

      

      2. Choose the Primary Payer's Relationship to the children you are importing. This refers to the current payer on the existing account.
      3. You may include the person who registered the children as an additional payer (optional). Check the box labeled Include as Payer Existing Account and confirm the person's relationship to the selected children.
      4. Note: To import someone else as an additional payer click the arrow on the Change button to replace them with either and Existing Person or a New Person. The person you replace will not be imported.
      5. To complete the process click Enroll. The children (and additional payers, if any) will be added to the existing account.

Remove Child and Parent/Guardian Info

Once a child is imported (or deleted) their information is automatically removed from your online wait list page. If there are no other children (from that family) who are still pending then the parent / guardian information is also removed from the online location. If the parent / guardian needed to register additional children online, they would create a new account.



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