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...
Include Column for TOD and DOD Combined on Case Listing
Currently, you can sort cases by Case Created At, which includes a timestamp of when the case was created (unchangeable). This ensures the integrity of the order in which the cases were created if sorting by this column. Sorting by the Decedent Da...
It would be nice if you could link one case to another. Lets say your putting in a case and one of the family memebers has passed and that family member was a previous case in passare it would be nice if you could link them so you could look back ...
When transferring inventory to another org, the date is grayed out. The date the transfer is accepted becomes the date the items are removed from/on reports. Often a location will transfer an item but the person responsible for accepting the inven...
Forms :: Downloading :: Need Descriptive File Names (instead of custom_docx_ form_....)
File names for downloaded case forms need to be descriptive so that, at least in part, they mirror form display names. Without this, one must open multiple files (when they have downloaded to their machine, which happens often).
Jennifer Noack
over 3 years ago
in Case Management
1
Planned
I need the ability to switch a case from AtNeed to Trade Call without re-entering all the information, this is when a case switches to another funeral home for one reason or another. They often have to pay for charges incurred thus far.
While working inside a case, it would be helpful to have a "Next Case" button that tabs through each case as ordered on the Case Listing page. This is really helpful for firms closing out cases for month-end reports (like Vertin) and helps streaml...
Additional option for check date as mm/dd/yyyy (current templates output mm/dd/yy) Additional option for written check amount to have each word capitalized and to populate Five "Dollar(s)" & 00/100 (current template outputs "five & 00/100"...
Ability to delete a payment from the add to batch deposit list.
Currently deleted payments show up as two transactions in the "add to batch" deposits list. Instead of having to add these deleted payments to a batch, Van Orsdel would like the ability to delete payments from the list that they do not want to add...
Checkbox on Vital Stats Page - Pregnant? Yes or No
Funeral Homes that have to use EDRS to request and input Death Certificate info need a checkbox to confirm whether or not the decedent was pregnant on the Vital Statistics page. There is currently nowhere in the case that collects this information...
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...