iCare-SCDSS: Express Setup Checklist

Center Information

Center Name:
Program ID:
Phone:
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Express Setup Checklist

	Item	Help Article/Video	Check If Required
Center Configuration
	Center Setup	Video - Center Setup Overview

Enrollment & Record Keeping
	Enrollment Process Overview	Video - Enrollment Process Overview
	Enrollment Fields Overview	Article - Enrollment Fields Overview
	Program Name Setup	Article - Program Name Setup
	Special Needs (if any)

Scheduling
	Time-Based (by In and Out times)	Video - Time-based Scheduling
	Weekly Recurring	Article - Weekly Recurring Scheduling
	Special Needs (if any)

Attendance Management
	Time-Based (by In and Out times)	Video - Time-based Attendance
	Hardware for Automated Attendance	Article - Data Terminal Installation Article - Data Terminal Configuration in iCare

Billing And Accounts Receivable
	Perform the Day-Ending Process	Article - Day-Ending Process
	Billing - Scheduled Based	Video - Schedule-Based Billing
	Billing - Weekly	Article - Weekly Recurring Billing Article - Fee maintenance
	Billing - Late Pickup Fee	Article - Late Pick-up Tutorial
	Billing - Miscellaneous Individual Charges	Article - Miscellaneous Charges Article - Account Register

Payment Methods
	Credit Card	Article - Credit Card Payments
	ACH	Article - ACH Payments
	Deferred Deposits	Article - Deferred Deposit
	Special Needs (if any)

Custom Report Maker
	User Defined Reports	Video - User Defined Reports

Staff Management
	Staff Enrollment and Scheduling	Video - Staff Registration
	Special Needs (if any)

Other Records
	Immunization Reports	Article - Immunization Reports
	Family Demographics	Article - Family Demographics Reports
	Allergies	Article - Allergy Information
	Medical Dates	Article - Medical Dates
	Payroll Hours Reporting	Article - Payroll Reporting Tutorial
	Special Needs (if any)

Customer Support
	Customer Support/Customer Queries	Knowledge Base Ask A Question