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Sub Folders in Standard Forms

Sub Folders would allow us to add many more forms but have them organized per subject so they would be easier to find in a long list of forms
Guest about 2 months ago in Case Management / Documents 0 Gathering interest

Place of Death Inside City Limits

On the old vitals page, I believe that there were yes/no radio buttons for place of death inside city limits, but it's been removed from the new vitals page, and it will only appear when "other" is chosen. Place of death inside city limits should ...
Tarrence Price 2 months ago in Case Management / Documents 0 Gathering interest

Death Certificate Working Copy Approval

Passare needs a feature where we can upload a copy of the Working Copy of the Death Certificate (Family Review Sheet.). The family can either approve or reject it. There should be a place for them to type the errors that need to be fixed. If it is...
Crystal Van Orsdel 4 months ago in Case Management / Documents 1 Future consideration

Adding Funeral Homes To Global Forms

When adding funeral homes to global forms, the system will take you back to the top of the list. This can slow the process down quite significantly, especially when it comes to orgs such as Vertin & Legacy, who have multiple locations. If we w...
Tarrence Price 6 months ago in Case Management / Documents 0 Planned

Document Mappings - Service Info by Event Type

When mapping Event/Service Information to forms, there are currently so many different mappings that are named slightly inconsistently, that it's difficult to know what to select or search for, and some options aren't even available for every serv...
Guest 9 months ago in Case Management / Documents 0 Future consideration

Branch Specific Standard Forms

Being able to select documents to show in the standard forms based on either organization or branch would allow greater organization for our firms that are in multiple cities/counties and need specific forms for each location.
Madison Hicks 7 months ago in Case Management / Documents 0 Planned

eSignature audit trail in the same pdf as signed document

Minnesota requires that all documents be kept in printed form for 3 years, even if the original document is electronic. To be compliant, we need to include the audit trail in the printed document. This document needs to show that it is page __ of ...
Guest 7 months ago in Case Management / Documents 0 Planned

branch assignment option for documents

We have a lot of funeral homes that have specific documents per branch. For example, a different contract for each branch. or branches that are in different cities/states require different forms. Being able to assign forms to only certain location...
Madison Hicks over 2 years ago in Case Management / Documents 0 Future consideration

Forms Mappings Search

Can we create the mappings dropdown to be searchable by keyword? Right now you have to search the exact mapping, which is difficult since there are so many versions of similar mappings. For example, to find a mapping pulling last 2 digits of the y...
Jessie Goggans over 4 years ago in Case Management / Documents 0 Planned

eSignature Drag & Drop to Upload Documents

I think it would be very useful to apply a Drag & Drop function to the Upload Documents button on the eSignature page. Currently, if you've got a file stored somewhere on your computer, using the file explorer to locate and select for upload a...
Guest 10 months ago in Case Management / Documents 0 Planned