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Change default Reminder on Services to no reminder

Services default to having a 5-minute reminder. This is not very helpful since Funeral Directors often need reminders long before 5 minutes or not at all. It would be helpful if this was defaulted to NO REMINDER and then if the funeral home wants ...
Madison Hicks about 2 months ago in Case Management / Reminders 0 Planned

Permissions to Mark/Unmark Important Notes

There was mention to support that funeral homes would find it helpful to be able to mark other staff member's notes as "unimportant" so that their notes section wouldn't be flooded with notes that had been completed.
Guest 3 months ago in Case Management / Notifications 0 Future consideration

Custom Notification Groups

The ability to @mention roles is great, but we often have exceptions to the permission sets that require a custom role. For example, we might have someone in the Crematory role that also sometimes work in the Care Center, so it would make sense fo...
John Meyer over 1 year ago in Case Management / Notifications 0 Future consideration

Notification for new self-started and at-need cases

I would like to have a link for families to self-start cases from our website, but I'm hesitant because of the likelyhood that we will miss it. It wouldn't be something that happens often enough that checking it would part of our everyday routine....
Holly Stammis over 2 years ago in Case Management / Notifications 0 Planned

Associate license number with funeral director users

Please make it so that a funeral director/embalmer's license number is associated with them as a user. For instance, the FD's name populates on the contract once the case has been assigned, but the license number field always pops blank - it would...
Guest about 2 years ago in Case Management / Profile 0 Already exists

A way to respond to messages and notifications

We use the Organization Messages and Reminders and Notifications more and more to communicate. I could see us potentially moving away from Slack and text messaging for communicating our "outside of cases" conversations and memos. But the reasons w...
Holly Stammis over 3 years ago in Case Management / Notifications 1 Future consideration

Notification for unpaid accounts

It would be helpful if managers, accounting personnel and even directors could be alerted if the At-Need account is not paid in full before the due date.
Guest over 2 years ago in Case Management / Notifications 0 Future consideration

tagging a role in reminders

Currently in the reminders in Passare you are only able to tag individual users, this is the case for both the body of the reminder in the section where you can tag the user to the reminder. During onsite with Spring Grove they are using reminders...
Chloe Jonas almost 2 years ago in Case Management / Reminders 0 Planned

On the top banner of a case it would be helpful to have the age of the decedent in the format of years, months and days instead of just years.

No description provided
Michael Steele over 2 years ago in Case Management / Profile 0 Future consideration

Automatically send notifications to secondary arranger

Currently if you have a Secondary Arranger defined, they don't receive any notifications for anything, unless tagged. Can you please consider including the Secondary arranger for notifications, namely PC notiications?
Guest almost 3 years ago in Case Management / Notifications 0 Planned