Contacts Archives - Canadian Childcare Software | ChildCarepro

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Contacts

Contacts – Overview and Definitions
How to Add a New Family Support Member to a Child’s Account (Parent, Guardian, Emergency Contact, Pick Up Contact, Individual)
Save vs. Post vs. Publish
Troubleshooting: System message “SQL database update failed. The record may have been modified or deleted by another user”
Contact Finder
- Contact Finder
- How to Add a New Contact (Child, Parent, Guardian, Family Support Member)
- How to Edit a Contact
- How to Search for a Contact
- How to View the Contact Profile
Consent
- Custom Forms: How to Add/ Edit a Consent Form
- How to Print Custom Forms (Consent, Intake, Fillable Forms)
- Tip: Previewing Custom Forms (Consent, Intake, Milestone, etc.)
Subsidies
- FAQ: How should fully subsidized children be set up?
- How to set up services if subsidy approval is for specific days
- How to Setup a Subsidy Approval for a Contact/ Payer
- Subsidy and Split Payments, How to setup
- Troubleshooting: The subsidy is not calculating properly.
Finance
- FAQ: The payers are not showing up on the payments list to pull payments.
- FAQ: How do I fix incorrectly entered bank information?
- How to Add a Branch to a Contact/ Payer
- How to Apply Discounts
- How to End a PAD Agreement
- How to recollect payment after a payment reject (wrong banking information entered)
- Opening Balances
- TIP: How to check if a payment has been applied
- Tip: Moving a Payer (Parent) Credit from one Location to another in Multi-Site Organizations
- TIP: Where to look if there is an issue with the Payer Account.
- Troubleshooting: System Message When trying to add new banking information
History
- History: How to View the Services History for a Contact/ Child
Notes & Tasks
- Notes & Tasks: How to View a Task set to a Contact/ Child
Incidents
- How to Record an Incident on a Child’s Account
Services
- Absences: How to Add an Absence to a Contact/ Child
- Camps: How to Add a Camp to a Child’s Account
- Childcare Services for School Aged Children
- Conferences: How to Add a Conference to a Contact’s Services Events
- Contact Services: How to View a Services Summary for a Contact/ Child
- Contact Services: How to View and Add a Service Default Payer/ Default Discount to a Contact/ Child
- FAQ: Why can’t I edit or see an End Date on a child’s service?
- FAQ: Why can’t I see the School Condition when adding a school age service to a child?
- FAQ: How do I add 2 payers sharing the cost of care for the same service?
- FAQ: How do I properly end a service?
- How do I split the payment percentage when parents have custody one week on and one week off?
- How to Add a Transportation Fee
- How to Add Other Fees to a Child/ Contact’s Services
- How to add PA/ PD Days to a Child’s Account
- How to Add Services to a Contact/ Child
- How to Edit a Child’s Childcare Service
- How to set up services if subsidy approval is for specific days
- How to Setup a Daily Staff Discount
- How to View, Add and Edit an Event to a Child Contact’s Account
- Subsidy and Split Payments, How to setup
- TIP: Ending a Childcare Service with more than 1 period
- Troubleshooting: Invoices are showing 0, and the child’s summary calendar is blank
- Workshops: How to Add a Workshop to a Contact/ Child’s Services Events
Documentation
- How to Upload Documents to a Child’s Account
Milestone
- Milestone Form: How to View, Add and Complete for a Child
Screening
- Screening Form: How to View, Add and Complete for a Child
General Information
- How to Edit a Contact
- How to View the Contact/ Child’s General Information
Family
- Emergency Contacts
- How to Add a Contact/ Child’s Professional Contact
- How to Add a Contact/ Child’s Restricted Contact
- How to Add a Contact/ Child’s Sibling
- How to Add Family Support/ Guardian/ Parent to a Child
- How to View the Contact/ Child’s Family
- Subsidy and Split Payments, How to setup
Health
- Contact Health: How to View and Add Health Information to a Child
- Contact Health: How to View, Add or Edit a Dietary Restrictions
- Contact Health: How to View, Add or Edit a Medication
- Contact Health: How to View, Add or Edit a Vaccine
- Contact Health: How to View, Add or Edit an Allergy
- Contact Health: How to View, Add or Edit an an Health Condition
- Contact Health: How to View, Add or Edit an Intolerance
Legal
- How to Add Legal Documents
- How to View and Add a Contact/ Child’s Legal File
Schools
- Childcare Services for School Aged Children
- FAQ: Why can’t I see the School Condition when adding a school age service to a child?
- How to View and Add a School to a Contact/ Child
Intake
- Custom Forms: How to Add/ Edit a Consent Form
- Custom Forms: How to Add/ Edit an Intake Form
- How to Print Custom Forms (Consent, Intake, Fillable Forms)
- Tip: Previewing Custom Forms (Consent, Intake, Milestone, etc.)

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