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Fredwin Software (Demo) Ideas Portal
Categories Efficiencies
Created by Guest
Created on Aug 25, 2025

Be able to see which students were served per school year and by which practitioners

The last external tracker the Customer Care Team has is the virtual school tracker: https://docs.google.com/spreadsheets/d/1gIGJvS_PEw5Rbr8q93Zy8IOOztAiVWVb/edit?gid=1112889596#gid=1112889596

Students for these schools are confirmed individually, try to be placed with the same practitioner has the previous year, and sometimes have a customer-specific document that is required before a student starts services (e.g. a Permission to Invoice document for the customer BC-Heritage Christian).

The main reasons why this tracker is still needed are:

  1. Confirm which students are returning (students who haven't returned by the end of Q2 are deactivated)

  2. Track the TinyEYE Px who served the previous year so that they can be matched with returning students for continuity

  3. Track customer-specific documents required for services

This Google Sheet could be retired if we could track these 3 pieces of info within Monarch.

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