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 Management

Showing 180

2 VOTE

Every page: Top right corner where name, dates, case identifier is located, add the picture of the deceased.

Many times we forget when enering the data of many cases, that there is a person attached to the case number. It would be nice for director and staff to have that reminder. My picture is up in the corner, and I know what I should look like.

Joseph Schuller over 2 years ago in Case Management / Case 0 Future consideration

2 VOTE

Disposition page: Add place to download photo of monument/marker similar to obituary page.

No description provided

Joseph Schuller over 2 years ago in Case Management / Case 1 Future consideration

1 VOTE

eSignature: Allow reordering

Currently there doesn't appear to be a way to reorder documents in the eSignature box. This is important.

Guest over 1 year ago in Case Management / Case 0 Future consideration

1 VOTE

Pre-Need Family and Friends Self

When completing a Pre-Need Case, on the Family and Friends page and the Self family and friend is listed. If all applicable information that was filled in on the Pre-Need Basics and Vital Statistics Page be filled in on the family and friend's page.

Guest over 1 year ago in Case Management / Family & Friends 0 Future consideration

1 VOTE

Dashboard: Perform Mass Actions

It would be very useful to be able to perform mass actions on multiple cases at once from the Dashboard. Some mass action examples might be: Case Status Disposition Type Client Service Type Funeral Director Case Tags ...to name a few. In order to ...

Guest over 1 year ago in Case Management / Reports & Dashboards 0 Future consideration

1 VOTE

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 over 1 year ago in Case Management / Inventory 0 Future consideration

1 VOTE

Duplicating Contract

In the event that there are family members who would like the same contract, to save time it could be beneficial to be able to copy/duplicate the contract from one family member to another.

Guest over 1 year ago in Case Management / Goods & Services 0 Future consideration

1 VOTE

Key Flow Change

when we are entering payments; we key in the amount and then tab to enter date and then it goes to check #. If we could make a change of tabbing to go to the Payer before going to the check # that would be very helpful

Guest over 1 year ago in Case Management / Payments & Adjustments 0 Future consideration

3 VOTE

Private way to Identify deceased

I would like to provide private access (maybe a link, etc.) for the NOK to verify the identity of the deceased. If they are not coming into the office, possibly out of state but need to identify in order to proceed with arrangements. Might be a pl...

Guest over 4 years ago in Case Management / Case 0 Future consideration

1 VOTE

Family and Friends: Add the ability to view details from anywhere names are shown

It would be helpful if you could view a F & F detail from anywhere in Passare where the F & F appears. For example on the Case Summary page. If you need to edit or view details of a F & F, you currently have to go to the F & F page...

Guest over 1 year ago in Case Management / Family & Friends 0 Future consideration

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