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2 Vote

Copy Single or Multiple Family & Friends

A customer requested the ability to copy Family & Friends (single or multiple) from an existing case to another. This would be for all case types.

Created 1 Jun 08:59pm by Erin Merriott

Case Management / Family & Friends

0 Planned
2 Vote

Comparing completion of tasks in one space

Is there a way to create a dashboard or report that would allow us to see all of the tasks per case In one spot? For example: Vital Info is complete Additional Info is required DC composed by funeral director DC sent to doctor for signature Signed...

Created 23 May 05:29pm by Dione DeMitro

Case Management / Checklist

0 Planned
1 Vote

Add Coroner/ME contacted box to First call

I'm having a hard time getting this box accurately checked off by staff for every case, and I just realized it's because it's not on the first call page. I'd like to see this check box added to the first call page, preferably by either the locatio...

Created 25 Apr 02:50pm by Holly Stammis

Case Management / Data Entry

0 Planned
1 Vote

Owner Information on Pet Cases - Basic Info

The Basic Info page of a pet case allows you to enter the owner information. It does not however allow you to enter their phone number or email address. You must visit the Family & Friends page to do so which is several extra clicks. This area...

Created 19 Apr 04:07pm by Erin Merriott

Case Management / Data Entry

0 Planned
1 Vote

Custom Fields for Pet Cases

Currently we have custom fields available for every case type except pet. We need these for pet cases as well.

Created 19 Apr 03:56pm by Erin Merriott

Case Management / Data Entry

0 Planned
1 Vote

Default Branch per Case Type

We need the ability to default a branch per case type. Currently all branches show for all case types when creating cases. We have a large number of customers with a pet branch that should only be available for pet cases to reduce entry error. Sam...

Created 19 Apr 03:45pm by Erin Merriott

Case Management / Case

0 Planned
2 Vote

Update "emblem of belief" availability on Veteran Info Page

See screenshots. On the Veteran Info page, when filing claim for marker, there are two options available of the 65 options listed at the bottom of the VA market form. The Latin cross is one of these options in Passare but is not an option on the f...

Created 30 Mar 04:40pm by Anna Andrews

Case Management / Case

0 Planned
1 Vote

Additional Columns Needed in User Reports - Contract Items

We need the ability to pull more columns of information in the Contract Items (and probably Contract) user reports for all case types. Trade Business Info Pet Business Info Decedent Full Name Location of Death Contract Totals (customer wants line ...

Created 14 Mar 05:16pm by Erin Merriott

Case Management / User Report

0 Planned
1 Vote

Warning when At Need case name matches a Pre Need

This is partially a staff training issue, but it would be nice if when entering a new At Need case, should that first & last name match a PreNeed case, a warning would come up. It would need to be easy to override, but we've had a few times wh...

Created 1 Mar 02:47pm by Holly Stammis

Case Management / Case

0 Planned
2 Vote

Adding Aquamation/ Alkaline Hydrolysis to Disposition Type on Disposition Page

This FH only does direct cremation and direct aquamation and to record the disposition type for aquamation on the disposition page, they have to select other and type in aquamation every time. It would be great if that could be added to the drop d...

Created 28 Feb 08:00pm by Anna Andrews

Case Management / Case

2 Planned