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1 Vote

Blank Form Mapping To Default to Blank Instead of No

Whenever you are mapping a form there is no way to have it default to a blank spot for a Yes or No answer. For example if I wanted an area to be blank but still have the mapping for when the data is marked as yes/no it will automatically put in a No.

Created 8 Jun 01:28pm by Guest

Case Management / Documents

0 Gathering interest
10 Vote

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...

Created 16 Mar 03:12pm by Jessie Goggans

Case Management / Documents

0 Planned
2 Vote

Customize Checklist Print

I need the ability to add customization to the print view of the checklist by adding service information fields at the top or next to the deceased name. Much more important than company logo. smile I have it on my list to try a custom document and...

Created 28 Mar 05:55pm by Elizabeth Reed

Case Management / Documents

1 Future consideration
1 Vote

Seeing in Global or in a Super Admin Only view in a FH's Documents a List of all Global Forms a FH is on

It would be a big time saver/ help if I could see in Global Forms all the global forms a FH has access to. That would keep me from having to do a lot of back and forth between the FH templates and global forms and make it much easier and faster to...

Created 8 Apr 09:30pm by Anna Andrews

Case Management / Documents

0 Future consideration
1 Vote

Authorization for cremation

The Authorization for cremation form printed item 14 with calling hours for a death scheduling a memorial service that needed the ashes. The body present box was checked no on the services screen for Mark Mahoney. They same spot was blank for call...

Created 23 Mar 03:26pm by Guest

Case Management / Documents

0 Future consideration
2 Vote

Improving Selecting Memorial Content on Memorial Templates

When a Memorial Template is the at the end of list in the Templates, it can be difficult to select the Memorial Content. I have attached a screenshot of an example. You are not able to see the "Select" button. You need to scroll down on a specific...

Created 11 Nov 10:47pm by Devin Pauly

Case Management / Documents

1 Planned
4 Vote

Editing Document Before Sending for eSignatures

There are many situations when a document is not (and cannot be) fully populated when generated from Passare. Perhaps Passare does not track the field(s) needed on a specific form, or other edits need to be made before sending for signatures. It i...

Created 26 Oct 04:59pm by Jessie Goggans

Case Management / Documents

4 Planned
4 Vote

Shrink the File Name column or make it wrap when working on documents so it is easier to download the YAML or original form

When working on documents, you have to either zoom out in order to see the document name and the download YAML or Original document button. If we could shrink or wrap the file name column, it would be much easier to see what document is on what row.

Created 9 Oct 07:58pm by Julie Hofmann

Case Management / Documents

0 Planned
2 Vote

Searching Document Tags/Mappings

It would be much more efficient if when creating a new document we could search for document mappings using any part of the tag name. Example: Need mapping for Marital Status; Tag Name: Decedent Marital Status I can't search for it by typing "mar"...

Created 2 Jun 04:11pm by Erin Merriott

Case Management / Documents

0 Planned
2 Vote

eSignatures / Incorrect NOK Ordering

We are needing a solution for eSignatures corresponding to incorrect NOK mappings. Right now when there is a section of multiple fields for signatures, we map signature & contact info for NOK1, NOK2, NOK3, etc. Currently there is no indicator ...

Created 2 Nov 05:07pm by Jessie Goggans

Case Management / Documents

0 Planned