Rolodex

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Adding memorial contributions to the obituary

When adding a new organization to the rolodex for memorial donations, you are required to add a website for that organization. When no website is entered, Passare will not save the information. Not all non-profits have an on-line donation option. ...

Tim Marodi about 1 month ago in Case Management / Rolodex 0 Gathering interest

1 VOTE

Rolodex Roles Selection

Allow you to select multiple roles when creating a rolodex entry. For example, when selecting a caller and you add a nurse. I really want to add a hospice nurse but it does not give me an option.

Dennis Helwig 7 months ago in Case Management / Rolodex 0 Future consideration

2 VOTE

Integrating all rolodexes of the organizations under one umbrella into one

We currently have several locations under the umbrella of Hoy Kilnoski. There are many times we use the same cemetery, church, grave digger, etc. I think it would be great if we could have just one rolodex between all locations rather than having ...

Guest 8 months ago in Case Management / Rolodex 0 Future consideration

2 VOTE

Ability to have Mutiple Addresses for 1 Contact

This is useful for Physicians/Clergy/Doctors/Nurses and other contact types that are affiliated with multiple locations. They have different addresses that have to be used on forms for separate cases. This helps with minimizing the use for duplica...

Guest about 1 year ago in Case Management / Rolodex 0 Future consideration

1 VOTE

"Other" Rolodex Entries added as a payer

Having the option to have a Rolodex entry that is listed as "Other" on the "Other-Organization" be able to have the option to be added as payer on the payments and adjustments. Especially when that organization is used frequently.

Guest over 1 year ago in Case Management / Rolodex 0 Future consideration

2 VOTE

Merge Rolodex contacts

Rather than delete one contact, could there be a way to merge them?

Holly Stammis almost 2 years ago in Case Management / Rolodex 0 Future consideration

2 VOTE

Rolodex reverse look up

In the Rolodex, it would be nice if there were a way to see what cases are associated with an entry. Examples of how I'd use this information: "I'm not getting the doctor's to pick up the phone. What did I do last time they had to sign a cert?" "T...

Holly Stammis almost 2 years ago in Case Management / Rolodex 0 Future consideration

2 VOTE

Fee requirements for cemeteries

Adding a place in the rolodex for cemeteries that require certain fees. Then when said cemetery is chosen on the disposition page it would pop up a field showing the fee required. This would "remind" the director to add to the contract.

Guest almost 2 years ago in Case Management / Rolodex 1 Future consideration

1 VOTE

Canada firm rolodex entries don't default to Canadian fields (province/postal code)

When creating a new rolodex entry through a case in a Canadian firm, Canada is the default country but it shows county, state, zip fields. If you switch it off Canada to a different country and back to Canada, it show correct fields (province &...

Madison Hicks almost 2 years ago in Case Management / Rolodex 0 Planned

1 VOTE

Add License Number for Nurses in the Rolodex

In the state of Wisconsin, the Nurse license number is required on the Death Certificate.

Julie Hofmann about 2 years ago in Case Management / Rolodex 0 Planned

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