The TADS Development team has been working hard on new features that we are excited to share. Some recent releases have included:
Improvements to the Ravenna Import. We’ve improved back-end processes for when students are imported into TADS from Ravenna. School administrators will now be redirected to a new page in TADS when processing an import. We have also refined the process for matching students when their record is already present in TADS.
Student Overview Report. We’ve created a new report for reviewing students across your TADS modules. Located under your Home > Students page, it includes each student’s unique ID and status for their admissions application, enrollment form, and tuition agreement. This report will be useful if you need to check the progress of your families as they complete all necessary processes for the year.
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Meet the Staff!
Bharathi Yadati, Product Manager
Bharathi Yadati serves as the Product Manager for the TADS Suite, bringing over 13 years of experience in K-12 & Ed tech. Alongside holding an MBA and dual Bachelor's degrees in Education and Science, her background encompasses product and project management, private school administration, and teaching. Notably, she played a pivotal role in implementing a School Management System during her tenure as a school administrator. As a Product Manager, she has extensive experience in developing School Enrollment and School Finder products, including integrations with Student Information Systems (SISs).
Portal Pointers
Full Payment Incentives
Did you know that your school can offer incentives to encourage families to pay in full? Many schools have chosen to offer payment plan discounts for 1- and 2-installment plans to increase their selection among families and improve their cash flow. These discounts can be fixed amounts or percentages, and can be set to expire by a certain date. Contact your Implementation Specialist for assistance configuring these discounts.
Third Party Payers and Additional Households
Families sometimes have unique billing needs, and TADS can help you accommodate them. Did you know that parents can add third parties, such as a grandparent, as the billing account holder? As the one(s) ultimately be responsible for the student’s tuition and fees the parent(s)/guardian(s) would still be listed in the student’s household. However, when they complete the Agreement, the family can list other payers as the primary or additional contact on the billing account. Additional billing contacts will receive invoice notifications and can have access to the account.
If a family has multiple households responsible for tuition payments, you will create a separate agreement for each party’s portion. If the payers are listed in separate households, they will not have access to each other’s billing accounts. Here is a guide for how to Split an Agreement Between Multiple Households.
Charge Reconciliation Report
Need to review your tuition agreements before sending them out to your families? The Charge Reconciliation Report can help! This useful report provides student-level detail for all charges and credits that have been added to your agreements so far. Use it to audit your agreements before sending them out to your families. The first set of columns in the report contains agreement-related information, and if you scroll over to the right, the second set of columns contains billing account-related information (for families who already have charges/credits on their account).
Promoting Students into a New Year
Each year, your school's currently enrolled students will need to be rolled forward so they are listed under the upcoming school year in the system. This process is called 'Promotion' and is an important step to ensure your families have access to complete all necessary tasks once your processes have been opened for the next year. As students enroll late to your school, you will also need to promote them into the next year on a case-by-case basis.
As a school administrator, you can promote your students under the Home > Students page. There are two different pages you can use for this task. Refer to the appropriate support article for instructions on using each page.
Once your school’s Enrollment and/or Agreements modules have been opened for the year, you can send or resend emails to families who haven’t yet completed the process with an easy click of a button. Make sure you review your welcome letters and billing items before sending!
Get a jump on the new year! Complete the Educate Annual Rollover Survey now. Start here
Educate Transcripts Overview
Administrators can create transcripts in Educate Results. This overview will cover the steps to generate official transcripts for students! View Now
Additional Resources
How to Use Hotkeys and Shortcuts in Educate (Video) - New release tutorial video ➡️ Watch Now
TADS Mass Billing Tutorial (Video) - New release tutorial video ➡️ View Now
Strategies for Success: Unveiling 3 Innovative Flexible Tuition Models (Video) - Join a group of experts as they explore three cutting-edge, flexible tuition models! ➡️ Watch Now
5 Fast Facts Private Schools Can Use to Support Enrollment Growth (Blog) - Let’s look at five fast facts that impact enrollment and how administrators can use them to better prepare successful enrollment strategies ➡️ Read Now
How can we help you?
TADS and Educate Administrators may contact School Support via the following email and phone numbers:
Current Support hours are from 8 am - 5 pm CT Mon-Fri (we recently ended our seasonal extended support time for families)
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