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2 Vote

Add ME/Coroner County field to the Vital Stats Page

Krause funeral home would like a field added to the Vital Stats page where when the ME/Coroner checkbox is selected, a field pops up for the County. The ME/Coroner County is not always the same as the place of death so they need this for reference...

Created 30 Sep 04:37pm by Julie Hofmann

Case Management / Data Entry

0 New
2 Vote

Personal Items

Customer requested a setting to default personal items on the Transfer page to "Dispose of" instead of "Return to Family".

Created 22 Sep 09:03pm by Erin Merriott

Case Management / Care Center

0 Gathering interest
30 Vote

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals.Date are also very helpful so that we can see, at a very quick gl...

Created 9 Apr 06:09pm by Londa Darwin

Case Management / Goods & Services

6 Future consideration
9 Vote

Ability to Default a Funeral Director

It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.

Created 20 Apr 04:28pm by Guest

Case Management / Data Entry

1 Planned
3 Vote

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.

Created 11 Aug 01:49pm by Julie Hofmann

Case Management / Case

1 Future consideration
26 Vote

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.

Created 4 Feb 09:47pm by Product Team

Case Management / Data Entry

1 Future consideration
1 Vote

Restrict ability to delete case files by user role

Restrict the ability to delete uploaded case files by user role, only allowing admins or other designated user roles the ability to delete those files. Would allow us to rely less on paper files and rely more heavily on Passare if we knew upload...

Created 23 Sep 06:47pm by Melissa Steeber

Case Management / Files

0 Planned
11 Vote

Add Funeral Options Page on Imminent-Need Cases

User StoryImminent Need cases need to have the Funeral Options page available under Arrangement just as Pre-Need and At-Need cases. This is possibly more important on Imminent Need than Pre-Need as the Funeral plans are expected to take place soon...

Created 21 Sep 03:30pm by Kaylan Johnson

Case Management / Data Entry

2 Planned
2 Vote

Ability to edit Case File Name

Would like to be able to right click on a case file and change the name of it.

Created 6 Aug 06:15pm by Susan Grieco

Case Management / Files

0 Planned
3 Vote

Populate At-Need tab with Pre-Need information in the case information side bar

When selecting counselor or secondary arranger in the Pre-Need tab it would be convenient to populate the At-Need tab with the name selected in the drop down.

Created 23 Jun 08:32pm by Guest

Case Management / Data Entry

1 Future consideration