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Checklist

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Checklist autosave

It would be helpful if the checklist boxes would autosave whenever the person who is inputting the information stops moving the mouse (as it does in the planning center). I have went through various checklist steps and forgot to save, and it erase...
Trae Cody about 1 month ago in Case Management / Checklist 0 Gathering interest

Checklist customization

I have asked for the ability to customize our checklists instead Passare is working checklists on improving checklists on another platform and the main one could be improved. It is not important for us to see our beautiful logo on all in-house doc...
Elizabeth Reed about 1 month ago in Case Management / Checklist 1 Gathering interest

Adding filter options for Case Checklist Reporting in User Report

There is currently not a way to filter a daily checklist report by completed or not completed tasks, it pulls the entire checklist when funeral homes have asked to see just what has not been completed
Chloe Jonas about 2 months ago in Case Management / Checklist 1 Future consideration

Death certificate tracking

it would be nice if there was an easier way of tracking status of a death certificate. I understand you could use checklist, but if there was a dashboard where you can see all your current cases and a specific dash board status. For example, in yo...
Matt Murphy 6 months ago in Case Management / Checklist 0 Future consideration

Ability to lock checklists

When using checklists as sign offs of a process, the userid can be used as a digital signature, however the program allows the user to uncheck the box. Add an option to lock checks after they are checked when creating checklists; admin only can un...
Dan OBrien 7 months ago in Case Management / Checklist 0 Future consideration

Ability to delete multiple line items from a Case checklist

Not all checklist items are relevant to each case. The ability to delete multiple line items at one time would be very helpful!
Guest 9 months ago in Case Management / Checklist 0 Planned

Dashboards based on Checklist completion

We use the checklist feature extensively for our funeral planning and internal communication. I have created a number important checklists that we use daily: Basic planning, death certificate, cremation paperwork/process, ready for services; as we...
Holly Stammis 9 months ago in Case Management / Checklist 0 Planned

Multi Select Items from Checklists

Allow multiple items to be selected for deletion from a checklist. Individual selection and confirmation seems like a needless waste of time.
John Glueckert about 1 year ago in Case Management / Checklist 0 Future consideration

Veteran Checklist Setting

Users would like the option to trigger on a checklist by veteran yes/no field, like we currently can for CST/disposition.
Jessie Goggans about 1 year ago in Case Management / Checklist 0 Future consideration

Comparing completion of tasks in one space

Is there a way to create a dashboard or report that would allow us to see all of the tasks per case In one spot? For example: Vital Info is complete Additional Info is required DC composed by funeral director DC sent to doctor for signature Signed...
Dione DeMitro over 1 year ago in Case Management / Checklist 0 Planned