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PINNED Check for duplicate decedent names.
We continually have issues with multiple users started the same case. Data must be re-entered. I would be helpful to have the system check for duplicates when entering a decedent last name to avoid these types of issues. Even a "merge" record woul...

Data Entry

Showing 46

Ability to edit the Travel Plan for DIGicon contracts

Currently we are unable to edit the Travel Plan for cases brought over from DIgicon. DIGicon can sell the Travel plan along with a preneed or on its own. Users need to be able to edit this so that they notify the FH if the plan was sold separately.
Jessie Martin about 21 hours ago in Case Management / Data Entry 0 New

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke about 2 months ago in Case Management / Data Entry 1 Future consideration

Move SSN on Vitals Page

Could you please move SSN above marital status on the Beta version of the Vitals page? Currently, you select Marital Status first, then if a spouse exists, their first & last name boxes appear. The SSN box is immediately after the spouse. At f...
Guest 3 months ago in Case Management / Data Entry 0 Planned

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Jill Materia 4 months ago in Case Management / Data Entry 0 Future consideration

Tour of Duty Populate from Basic Veteran Info

Any way to have the Tour of Duty auto fill from the Basic Info on the Veteran page? It seems a waste of time to enter the same information multiple times.
John Glueckert 5 months ago in Case Management / Data Entry 1 Future consideration

Add Date/Address to Disposition for Final Disposition of Cremated Remains

There is no way to enter a date of final disposition for cremated remains or the address of the location. Since disposition often happens at an address other than the crematory and on a different date, there should be a way to enter the date of fi...
John Glueckert 5 months ago in Case Management / Data Entry 0 Planned

Vitals Beta: Unintentional duplication when adding Transfer Authorizer and Embalming Authorizer

On the Vitals page, if adding Transfer Authorizer AND ALSO an Embalming Authorizer and they're the same person, the person gets added to F&F twice.
Guest 5 months ago in Case Management / Data Entry 0 Planned

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.
Guest 6 months ago in Case Management / Data Entry 0 Future consideration

Add a date of disposition field for disposition of cremains

Please add in a date of disposition for cremains on the disposition page. We can put in the date of disposition of the deceased but cant put in a date we disposed of the cremains.
Guest 6 months ago in Case Management / Data Entry 0 Planned

Vitals Beta: Entering Zip Code only no longer populates city/state

Prior to the Vitals Beta implementation, pretty much anywhere in Passare where there were address fields, you could enter the zip code and it would automatically populate the city and state. This is not happening in the Vitals Beta.
Guest 7 months ago in Case Management / Data Entry 0 Planned