Pinned ideas

PINNED Check for duplicate decedent names.

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...

Case

Showing 239

1 VOTE

Option to Copy Deceased's Address for Informant

Often times the informant is the spouse of the decedent. Would be helpful to check a box to copy over the decedent's address as the informant's address.

Guest 5 months ago in Case Management / Family & Friends 0 Planned

2 VOTE

Ability to automatically send out invoices to the families on a specific schedule. For instance, 5 day out from the funeral service they family would recieve an invoice via email, or added in the planning center.

For instance, 5 days, 30 days, and 45 days out from the funeral service the family would receive an invoice via email or added in the planning center.

Guest 9 months ago in Case Management / Goods & Services 0 Planned

4 VOTE

Military Honors Status Needed on Veterans Information Page

I noticed when I took a military honors confirmation that there isn't a specific place in Passare to document this. Nor is there a place for the director to indicate honors were requested. I added my confirmation to the notes section on the vetera...

Guest over 1 year ago in Case Management / Data Entry 1 Planned

3 VOTE

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.

Guest about 1 year ago in Case Management / Data Entry 0 Future consideration

2 VOTE

Ability to unselect imminent need once converted to at-need

Johnson-Romito Funeral Home (premium customer) would like to have the ability to unselect the imminent need case type once they convert to at-need in order to differentiate and separate

Chloe Jonas 9 months ago in Case Management / Case 0 Future consideration

2 VOTE

Tell where comment/note originated from

We used to be able to see what area the comment came from. If someone puts a comment in the checklist (i.e. death certificate), the comment is in the notes, but we have no idea what that note is pertaining to. We have to go check all the checklist...

Guest 10 months ago in Case Management / Notes 0 Planned

2 VOTE

Tag Users in Care Center Notes

It would be helpful if funeral directors could tag other users in notes sections in the Care Center. For example, on the Appearance page, in the Hairdressing section the Description of Request box.

Guest 10 months ago in Case Management / Care Center 0 Future consideration

3 VOTE

Please add Money Order as a Payment Option

We have families who pay with a Money Order. We would like an option to designate as such. Thanks!

Jill Materia about 1 year ago in Case Management / Payments & Adjustments 0 Future consideration

11 VOTE

Ability to pin important Notes

As a user, it would be great to have the ability to pin important notes about a case somewhere on the page where it is easy to see. Users could also unpin the note once they don't need it anymore. This would help us highlight important information...

Product Team over 4 years ago in Case Management / Notes 1 Planned

10 VOTE

Ability to Restore Deleted Checklists and Ability to Create a New Checklist within a Case

I see we have an older idea related to a portion of this idea that was marked as "will not implement". The comment suggests to have a list of the checklist items on your computer so you can rebuild. You cannot create a new checklist within the cas...

Erin Merriott about 4 years ago in Case Management / Checklist 3 Planned

Please enter your email address

FILTER BY CATEGORY