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...
Refund Option Should Include More Than Just Checks
Under payments & adjustments when adding the transaction of a refund there should be fields available for data if it is a credit card refund or a cash refund. Currently there is only a field to indicate the check #. We are noting otherwise in ...
Is it possible to get more cities added with the auto-fill? The new cities would be Cridersville (Auglaize County, Ohio, 45806), St. Johns (Auglaize County, Ohio 45884), and St. Marys (Auglaize County, Ohio, 45885)
Guest
about 1 year ago
in Passare API
0
Not being considered
"Add to Dictionary" option on Obituary page to bypass spell check
Funeral home names & cities are often marked as misspelled on the obituary page & can be annoying/distracting to have words underlined multiple times in each obituary. Ex: Falardeau FH in Baldwinsville, both words are underlined every time...
Stainless steel trackers for Decedent Tracking that can double as cremation disc
Current tags can get soggy or soiled when embalming, depending on the decedent. Would like heavier quality tags, but even better would be stainless steel trackers (these could double as the cremation disc on cremation cases). Could also consider a...
Melissa Steeber
about 2 years ago
in Case Management / Case
0
Not being considered
Don't require "Appointment with" selection when setting appointment or add "pending" option
When we set up appointments with our At Need families, we don't always know which staff member will be meeting with them. In Passare, however, when entering an appointment, it's required to add the "Appointment with". Please make it possible to ad...
The ability to print name tags from the family listing
I think it would be helpful to have a template that is able to generate the names of family members and their relationships to the deceased on labels that we can use as name tags for visitation and services.
It would be useful if columns on the accounts page could be configured like the dashboard. Another useful feature would be to have it setup where you can see the cases that are associated with a check when you hover over the check number, or a lin...
Remove the zipcode 55083 for Stillwater MN, it is no longer a zip and there are no residence there.
When I looked it up here is what I found and it says zero residents and we have never used this zipcode since I have been here almost 8 years. I think it is safe to delete it. https://www.zip-codes.com/zip-code/55083/zip-code-55083.asp Thanks Jason
Combine Insurance Assignment & Insurance Assignment with Growth Transaction
Currently the Insurance Assignment transaction is added automatically and can not be deleted. If the Funeral Home is tracking internal growth on an insurance assignments, we have to create a separate transaction for this. However, now they have ac...