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PINNED Check for duplicate decedent names.
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...
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Add Coroner/ME contacted box to First call

I'm having a hard time getting this box accurately checked off by staff for every case, and I just realized it's because it's not on the first call page. I'd like to see this check box added to the first call page, preferably by either the locatio...
Holly Stammis about 2 years ago in Case Management / Data Entry 0 Planned

Owner Information on Pet Cases - Basic Info

The Basic Info page of a pet case allows you to enter the owner information. It does not however allow you to enter their phone number or email address. You must visit the Family & Friends page to do so which is several extra clicks. This area...
Erin Merriott about 2 years ago in Case Management / Data Entry 0 Planned

Custom Fields for Pet Cases

Currently we have custom fields available for every case type except pet. We need these for pet cases as well.
Erin Merriott about 2 years ago in Case Management / Data Entry 0 Planned

Default Branch per Case Type

We need the ability to default a branch per case type. Currently all branches show for all case types when creating cases. We have a large number of customers with a pet branch that should only be available for pet cases to reduce entry error. Sam...
Erin Merriott about 2 years ago in Case Management / Case 0 Planned

Update "emblem of belief" availability on Veteran Info Page

See screenshots. On the Veteran Info page, when filing claim for marker, there are two options available of the 65 options listed at the bottom of the VA market form. The Latin cross is one of these options in Passare but is not an option on the f...
Anna Andrews about 2 years ago in Case Management / Case 0 Planned

New Role for Cremains Pickup

While there is a spot in the care center to record who picked up cremains, it would be helpful to add a cremains pickup role like there is a DC recipient role.
Anna Andrews about 2 years ago in Case Management / Family & Friends 2 Planned

Email receipt for payments

Please add the ability to quickly send an email receipt to the payor (assuming an email address is provided) for any payment methods.
Guest about 2 years ago in Case Management / Payments & Adjustments 0 Planned

Claimcheck-checkmark uploaded documents in payment screen

It would be helpful if we could see a checkmark logo or maybe change the font color of claimcheck documents that have been submitted v ones that are still needed. The quick reference tool would be helpful under the "required documents" information...
Guest about 2 years ago in Case Management / Payments & Adjustments 0 Planned

Warning when At Need case name matches a Pre Need

This is partially a staff training issue, but it would be nice if when entering a new At Need case, should that first & last name match a PreNeed case, a warning would come up. It would need to be easy to override, but we've had a few times wh...
Holly Stammis about 2 years ago in Case Management / Case 0 Planned

Family and Friends come over when link a cash sale to an At Need

Currently, when a FH does a cash sale and links it to an at need, they have to reenter the purchaser name and information. I think it would really help my FHs to be able to select the family and friends from a drop down from the case it is linked to.
Anna Andrews about 2 years ago in Case Management / Family & Friends 0 Planned