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Appointments

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Display Notes from Funeral Options Events on Case Summary/Schedule of Services section, printouts, and Funeral Options event list

Notes made within the Event on the Funeral Options page do not display outside of the widget for the Event. Notes should be displayed on the Funeral Options page list of events, on the printout for that page/section, as well as on the Case Summary...
Kaylan Johnson about 1 month ago in Case Management / Appointments 0 Planned

Pending Event date should not auto-populate a date

When the pending event date box is checked, it would be great if the date and time were blank by default. This is used a lot when families know what type of service they want but do not know what day is going to work with family/venue, this is als...
Madison Hicks 16 days ago in Case Management / Appointments 0 Planned

"Appointment With" Field

On the Vitals page in the Arrangement Section the "Appointment With" field is not currently listed as required but will not let you save the page if you do not input a FD. Could this field either have an asterisk that it is required or be not requ...
Guest 3 months ago in Case Management / Appointments 0 Planned

Multiple Arrangements in the "Appointments Tab"

Is it possible to update Passare so that directors can add more than one arrangement meeting under the "Appointments" tab? On the rare cases where I have to meet with the same family multiple times to go over arrangements, it would be helpful for ...
Guest almost 2 years ago in Case Management / Appointments 0 Planned

Add drop down in service entry area on funeral options that states This Event is Not Staffed

This drop down would be very helpful for assistants and people answering the phone to know it is not staffed, it should also show on the page after you save so they do not have to go into the service as if to make changes. In Funeral Options
Guest about 1 year ago in Case Management / Appointments 0 Planned

Appointment Name Consistency

When scheduling a PN appt on a PN case, the appt shows up on the Case Summary as "Arrangement Appointment" but shows on the System Calendar as "Pre-Need Appointment". Customer asked that these be consistent as "Pre-Need Appointment".
Erin Merriott over 4 years ago in Case Management / Appointments 0 Planned