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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...

Case Management

Showing 75

Include Embalmers from Rolodex in Embalmer Drop Down

User Story Currently the Embalmers entered in the Rolodex are not tied to the drop down on the embalming page. Therefore the embalmers license number does not autopopulate unless the embalmer is a user in Passare. It would be less confusing and mo...
Sierra Chaffin over 3 years ago in Case Management / Rolodex 1 Shipped

Check Writing - Vendor

As we rollout Check Writing with Vertin, they will rely soley on the Rolodex to populate checks to ensure the the acocunting exports to Great Plains have all of the info needed such as the Tax ID to properly populate EOY documents such as 1099s. C...
Erin Merriott over 3 years ago in Case Management / Check Writing 0 Shipped

Include All Case Types on the Case Count System Report

A customer is needing a report with the number of cases for each case type they had last year/this year. In our system report Case Count it only counts the number of At-Needs and groups it by Case Status & Branch. We need this report to pull t...
Sierra Chaffin over 3 years ago in Case Management / System Report 0 Shipped

Add Deputy Coroner as an option to D.C. Signed By Dropdown on Vital Stats/First Call Page

Deputy Coroners have the ability to sign Death Certificates but in Passare is not an option in the D. C. Signed By drop down. This is a hindrance because we can not accurately notate who signed the DC if they are a Deputy Coroner. It would be nice...
Sierra Chaffin over 3 years ago in Case Management / Data Entry 0 Shipped

Add Client Service Type as a General Accounting Column Option

User Story In working through the final stages of the Great Plains integration with Legacy, we have determined an additional column is needed for the General Accounting exports in order to support their reporting needs out of Great Plains. Please ...
Nick Tunheim over 3 years ago in Case Management / Accounting 0 Shipped

Add 'Check Payee' Filter for Check Writing Page

User Story Right now, when I write a check to a specific vendor, I have no way of easily searching for that data on the Check Writing page. It would be helpful if I could have a 'Payee' filter, that populates all of my Rolodex entries, so I can se...
Daniell Jara over 3 years ago in Case Management / Check Writing 0 Shipped

Remove Contact Type from Rolodex DocX Tags

User Story Currently, the Contact Type of certain rolodex items, Organization and Business, appear in the DocX output, which isn't needed. For example, if you have a rolodex entry of 'St. Timothy's Episcopal Church,' the output will be 'St. Timoth...
Nick Tunheim over 3 years ago in Case Management / Documents 0 Shipped

Render DocX Tag Outside of a Rollup Document in Batch Forms

Currently DocX tags are not able to be used in a Batch Form outside of a rollup table. In order to support documents such as batch invoices for pet and trade cases, we need the ability to tag data outside of a rollup table. For example, batch invo...
Nick Tunheim over 3 years ago in Case Management / Documents 1 Shipped

Add "Married, But Separated" Marital Status to Drop-down Selection

North Carolina includes "Married, but Separated" as a legal status (it was added to the NC Death Certificate in Block 6 in 2017), but it's not available for customers to select from the drop-down.
Rachel Galloway almost 4 years ago in Case Management / Data Entry 0 Shipped

Default the "Update the current price list" checkbox is selected for Importing Price List CSV's

If updating a price list in a CSV , the "Update the current price list" checkbox MUST be selected in order not to duplicate the price list. That checkbox being checked by default would mitigate this risk and save Support and Build teams a HUGE amo...
Kaylan Johnson almost 4 years ago in Case Management / Price List 0 Shipped