We continually have issues with multiple users started the same case. Data must be re-entered. I would be helpful to have the system check for duplicates when entering a decedent last name to avoid these types of issues. Even a "merge" record woul...
With our former company, SRS, we could see our previous year month and this year month comparisons with call volume and dollars per month. I have attached a screen shot.
I thought it would be super helpful to have the ability to attach the proper form to the checklist item
Having the ability to upload the form to the checklist item would be super convenient and help us ensure that all documents are submitted and we can have someone in our office check for accuracy once they are uploaded to the checklist
Add Remaining Capacity to Dashboard in Passare Pro
With the new capacity option in the mobile app, we are needing a way to see how much room is left at a certain location, but we would like to see it on our dashboards in Passare. Could you add the capacity or remaining capacity (this is ideal) as ...
We deal with funeral homes in Poland, and sometimes, family members need to sign documents in Mexico. However, e-signatures links cannot be opened in Poland. It would be very helpful to have the ability to send these documents out of the country.
In Canada they need 3 major things for any family they are serving; drivers license number (if no license they need an identification card number), Health Number, and Social Insurance Number. We have all but the Drivers/ID Number so they would lik...
Pending Event date should not auto-populate a date
When the pending event date box is checked, it would be great if the date and time were blank by default. This is used a lot when families know what type of service they want but do not know what day is going to work with family/venue, this is als...
Add Receipt Number to Insurance Assignments (and populate on System Report)
There is no receipt number field on Insurance Assignments, but there is a column for it in the Payments & Adjustments System Report. I think it would be beneficial to be able to log a receipt number in an insurance assignment, at least after t...
When on the Vitals page, selecting the Location of Remains, you can select "Medical Examiner's Office, but you cannot specify which M.E.'s office they are currently at. This would help to determine which M.E.'s office they are at and have it pull ...
Being able to select documents to show in the standard forms based on either organization or branch would allow greater organization for our firms that are in multiple cities/counties and need specific forms for each location.