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...
automated notifications for urn check-ins at specific locations
if an urn is checked in at one of our locations, I’d like the system to automatically notify the staff (via a tagged account or email alert) that it has arrived—without needing someone to also manually send a message or add a note. Ideally, this w...
All templets that are used should be able to be saved in the case you are working on and not on the computer and them have to move it into the case. MIMS Software let you save all documents to each case. yours saves to the computer and we have to ...
Bring over the Vital Statistics information from DIGicon into Passare
Currently DIGicon can capture the Vital Statistics information on the Preneed contract. This can be done on the Vital Statistics page, Thoughtful Decisions Guide, Personal Information Guide, and Memorial Guide. Since Passare has similar fields on ...
Currently to open a case file you have to download it. Proposing you create an option to hang over the document for a quick preview before having to open and download.
Jan Smith
4 months ago
in Case Management
0
Future consideration
When someone writes a note and tags you with the @ sign, create a reply all that automatically retags the people tagged without having to re-enter them. If you forget to tag them in response currently, they never know you responded.
Jan Smith
4 months ago
in Case Management
0
Future consideration
Detailed History on Family and Friends Page (Activity Feed)
Similar to the detailed history that is on the Goods and Services & Payments and Adjustments page. A few funeral homes would like to see the activity feed of who is creating family and friends contacts and who is manipulating data in each cont...
It would be convenient for the informant and primary purchaser columns on the dashboard were hyperlinked and take you to the family & friends page. similar to how the decedent name and case id take you to the case summary page
On the old vitals page, I believe that there were yes/no radio buttons for place of death inside city limits, but it's been removed from the new vitals page, and it will only appear when "other" is chosen. Place of death inside city limits should ...
As a user, it would be nice to be able to add a note under any specific item of the goods & services contract that would be visible to the family. (i.e. discounted, adjusted, etc. for that specific item) Otherwise, we have to put in a discreti...
