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Indicator in "Case Information" Sidebar for user account that created the case.

Currently, the only way to see which user created a case is to create a column in the Dashboard -- but if you're viewing a specific case, there's no way to know who created the case. The information is obviously already saved in the case, hopefull...
Joe Laedtke about 2 months ago in Case Management / User Management 0 Future consideration

Specify Color of Container in Price List

I was speaking with Zach Shields from Gardner FH, and he was wondering if there was an easy way to list the different color options for containers other than entering it in the name. He said that they forget to at times. I noticed that we don't cu...
Tarrence Price 3 months ago in Case Management / Price List 0 Future consideration

Rolodex Roles Selection

Allow you to select multiple roles when creating a rolodex entry. For example, when selecting a caller and you add a nurse. I really want to add a hospice nurse but it does not give me an option.
Dennis Helwig 4 months ago in Case Management / Rolodex 0 Future consideration

Set default page to open

As the bookkeeper, there are only two screens I look at for the most part. I'm either on Goods & Services or Payments. It would be so awesome if we could set a preferred page for Passare to open to on default. There are others who perform spec...
Lizz Gasbarro 5 months ago in Case Management / User Management 0 Future consideration

Add more role tags for ESignature 2.0 Mappings

Several of my funeral homes have documents that require multiple Next of Kin to sign. Currently we have "Role - Next of Kin" for mapping the ESignature to NOK1 but we need to be able to do at least 6 NOK's. This is for Washington and New Jersey cu...
Julie Hofmann 6 months ago in Case Management / Documents 0 Future consideration

Link document templates to checklist

Now that we have a check list dashboard I find that many of my check list items are forms or checks that need to be printed. It would be a huge time saver if the form for that checklist item could be linked to the task and appear on the dashboard ...
Guest 7 months ago in Case Management / Documents 0 Future consideration

Indiana DC worksheet

Indiana DCs have up to 4 potential “Cause of Death” lines, but also offers another section for the Certifier to enter “Significant Conditions Contributing to Death”. Can such a box be added to the Vital Stats page, directly under the Cause of Deat...
Guest 8 months ago in Case Management / Documents 0 Future consideration

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

"Other" Rolodex Entries added as a payer

Having the option to have a Rolodex entry that is listed as "Other" on the "Other-Organization" be able to have the option to be added as payer on the payments and adjustments. Especially when that organization is used frequently.
Guest about 1 year ago in Case Management / Rolodex 0 Future consideration

Price list required field

This idea is similar to the "must be pulled from inventory" check mark on items, but it would be for services...it would "require partnered field" or something. For example, if we have a "crematory fee", there must also be a "coroner's permit" or ...
Holly Stammis about 1 year ago in Case Management / Price List 0 Future consideration