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Integrations

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Bring over the Vital Statistics information from DIGicon into Passare

Currently DIGicon can capture the Vital Statistics information on the Preneed contract. This can be done on the Vital Statistics page, Thoughtful Decisions Guide, Personal Information Guide, and Memorial Guide. Since Passare has similar fields on ...
Jessie Martin 3 months ago in Case Management / Integrations 0 Future consideration

EDRS Integration for Trade Calls

Trade call needs the eVitals death certificate. The FH knows that the case can be converted from trade to at-need, but doesn't like that you can't convert it back.
Guest 3 months ago in Case Management / Integrations 0 Future consideration

Update statutes of Preneed cases from FD

It has been a huge success having the pre-needs from FD automatically come over from FD to Passare. One concern that has been raised is, "What if the policy cancels or is no longer in good standing?" Once the Preneed contract comes over from FD to...
Jessie Martin over 1 year ago in Case Management / Integrations 0 Future consideration

Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature: Add Manufacturer column (pulling from Price Lis...
Jessie Goggans over 4 years ago in Case Management / Integrations / System Report 1 Future consideration