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9 Vote

CLAIMCHECK Beneficiary Funeral Home Option

Currently only the servicing funeral home or a person can be selected as the beneficiary on a CLAIMCHECK Assignment. I am needing the option to select another funeral home as the beneficiary, we are seeing insurance policies that are assigned to ...

Created 30 Apr 02:18pm by Denise Chabarria

Case Management / Integrations

0 Planned
9 Vote

Allow various fields in DIGicon to feed the same fields in Passare

It would be very helpful if the various fields in DIGicon would feed the same fields in Passare.

Created 4 Feb 10:36pm by Product Team

Case Management / Integrations

1 Planned
2 Vote

Multiple Website Sync Support

Ops & users would benefit from the ability for a single org to support syncing to multiple websites. Currently, a funeral home with different URLs per branch is required to either pick one website to sync or use separate orgs, when that may no...

Created 28 Apr 06:56pm by Jessie Goggans

Case Management / Integrations

0 Planned
2 Vote

Funeral Innovations Preview Option

Would like to be able to preview data before syncing to my Funeral Innovations site. Right now the sync button immediately posts the information to my live website, which has caused frustration. I would like to be able to see all of the data synci...

Created 22 May 08:16pm by Guest

Case Management / Integrations

4 Planned
1 Vote

Bass-Mollet Director's Print Suite Integration Settings - Correct the directions in Passare

Passare says to contact Bass-Mollet Director's Print Suite for the Funeral Homes integration credentials but BM does not have them. The customer must give you their BM login to setup the integration. This is confusing to Passare Employees as well...

Created 16 Dec 02:03pm by Sierra Chaffin

Case Management / Integrations

0 Planned
0 Vote

Handle New 'WITHDRAWN' Status from CLAIMCHECK

User StoryCLAIMCHECK recently came out with a new status called 'WITHDRAWN', to differentiate assignments that are cancelled by the family, versus declined by CLAIMCHECK. Since the integration wasn't built with this new status in mind, it is causi...

Created 5 Aug 09:17pm by Daniell Jara

Case Management / Integrations

0 Planned