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Allow pdf documents to be attached to the note section of checks

It would be helpful to attach invoices to the notes section of a check for quick reference between accounting and the funeral home.
Duane Morey over 2 years ago in Case Management / Accounting 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 about 1 year ago in Case Management / Price List 0 Future consideration

National VA Cemetery - FH ID Numbers

Just found out VA Cemeteries give ID numbers to FHs. I didn't know about this. My suggestion is to have a space in the location details of a FH location for this info, and then display it at the top of the Veteran Information Tab in any case that ...
Zach Moore over 2 years ago in Case Management / Organization Info 0 Future consideration

search ability on Field Name for mapping

Love that we can now search the mapping options when creating a document. Could there be a way to search the Field Names? I have a couple of PDF documents that have 10+ pages of fields (many don't map, but I want to be able to type into the docume...
Holly Stammis over 2 years ago in Case Management / Documents 0 Future consideration

Rolodex reverse look up

In the Rolodex, it would be nice if there were a way to see what cases are associated with an entry. Examples of how I'd use this information: "I'm not getting the doctor's to pick up the phone. What did I do last time they had to sign a cert?" "T...
Holly Stammis over 2 years ago in Case Management / Rolodex 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 over 1 year ago in Case Management / Rolodex 0 Future consideration

Fee requirements for cemeteries

Adding a place in the rolodex for cemeteries that require certain fees. Then when said cemetery is chosen on the disposition page it would pop up a field showing the fee required. This would "remind" the director to add to the contract.
Guest over 2 years ago in Case Management / Rolodex 1 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 over 1 year 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 over 1 year 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 over 1 year ago in Case Management / Documents 0 Future consideration