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...
Users would like the option to add in decedent weight on the initial case creation modal, both in the web and mobile apps. Decedent weight is often collected at the time of pickup.
While there is a spot in the care center to record who picked up cremains, it would be helpful to add a cremains pickup role like there is a DC recipient role.
There are many steps that are involved in only veteran cases. Funeral Homes would like the option to set a checklist to show only on Veteran Cases, similar to the Client Service Type/disposition filters
Ability to customize Family & Friends Fields Placement
Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...
It would really be great to have a place to upload fingerprints…. I use the 2nd photo spot when I can but often use it for an actual second photo.
-Jewell Shivery
Add Field for Time of Birth for Infant Age Accuracy
In the First Call and Vital Statics pages, there doesn't appear to be a place to write the Decedent's Time of Birth. While that's not a very standard piece of information, it would be beneficial to provide a conditional field to select the time of...
I have asked for the ability to customize our checklists instead Passare is working checklists on improving checklists on another platform and the main one could be improved. It is not important for us to see our beautiful logo on all in-house doc...
I have a preneed with a son in law in charge that has a nickname that he goes by and I entered it under alternative name AND display name under friends and family. Since that is how he is known, I searched him to find the preneed and there were no...
In the care center under cremation>deliver to crematory, can there be an "other" option so users can manually type in this field? The other sections allow for this.
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Future consideration
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Planned
