Pinned ideas

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 139

1 VOTE

Pre-Need Family and Friends Self

When completing a Pre-Need Case, on the Family and Friends page and the Self family and friend is listed. If all applicable information that was filled in on the Pre-Need Basics and Vital Statistics Page be filled in on the family and friend's page.

Guest 8 months ago in Case Management / Family & Friends 0 Future consideration

3 VOTE

Have the option to show a payment as anonymous on the statement.

No description provided

Guest 9 months ago in Case Management 0 Future consideration

2 VOTE

Adding filter options for Case Checklist Reporting in User Report

There is currently not a way to filter a daily checklist report by completed or not completed tasks, it pulls the entire checklist when funeral homes have asked to see just what has not been completed

Chloe Jonas 9 months ago in Case Management / Checklist 1 Future consideration

1 VOTE

Dashboard: Perform Mass Actions

It would be very useful to be able to perform mass actions on multiple cases at once from the Dashboard. Some mass action examples might be: Case Status Disposition Type Client Service Type Funeral Director Case Tags ...to name a few. In order to ...

Guest 9 months ago in Case Management / Reports & Dashboards 0 Future consideration

1 VOTE

Add link to case on the inventory sold list under the price list items (Admin > Price List)

Currently under any price list item that has inventory, there is a list of what was sold and what is on hand. McLane Funeral Home would like a link to the case number added to this screen so she can easily see what case the items were sold on and ...

Guest 9 months ago in Case Management / Inventory 0 Future consideration

1 VOTE

Duplicating Contract

In the event that there are family members who would like the same contract, to save time it could be beneficial to be able to copy/duplicate the contract from one family member to another.

Guest 9 months ago in Case Management / Goods & Services 0 Future consideration

1 VOTE

Key Flow Change

when we are entering payments; we key in the amount and then tab to enter date and then it goes to check #. If we could make a change of tabbing to go to the Payer before going to the check # that would be very helpful

Guest 9 months ago in Case Management / Payments & Adjustments 0 Future consideration

1 VOTE

Family and Friends: Add the ability to view details from anywhere names are shown

It would be helpful if you could view a F & F detail from anywhere in Passare where the F & F appears. For example on the Case Summary page. If you need to edit or view details of a F & F, you currently have to go to the F & F page...

Guest 10 months ago in Case Management / Family & Friends 0 Future consideration

5 VOTE

Expand Details for Open Casket & Body Present Options

Within the Funeral Options section we would like to have the Open Casket and Body Present areas expanded to include text, not just yes or no. We have many instances were the casket is open for a private family visitations and then closed during th...

Guest 10 months ago in Case Management / Data Entry 0 Future consideration

9 VOTE

Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?

Tarrence Price 10 months ago in Case Management / Appointments 1 Future consideration

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