Pinned ideas

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...

Case

Showing 3

1 VOTE

Care Center-Cremation Tracking

User Story Kelsey, We are in desperate need of changing how we track urns after cremation. I have been looking at the cremation tracking section on Passare, but feel it needs to be revamped before we can jump over to it. The following requests wil...

Guest over 2 years ago in Case Management / Care Center 0 New

1 VOTE

Add acquaintances phone numbers to Case Summary

It would be helpful to see easily acquaintances phone numbers when looking up a case. I would suggest including this info where they are listed on Case Summary and on Family & Friends pages.

Guest about 3 years ago in Case Management / Family & Friends 1 New

0 VOTE

Adding the Estate of the deceased

Please add "Estate of ___ ________" (deceased) to the list of possible payors. It is very irritating to have to add their Estate to a list of possible payors every time and then to have to select a relationship. Please have this in the system so i...

Dana Dingmann about 3 years ago in Case Management / Family & Friends 0 New

Please enter your email address

FILTER BY CATEGORY