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...
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.
Mike at Lee Funeral Home would like us to have the Balance Due on the case at the top of the toolbar preferable near the decedents name, DOB, DOD, case number etc. This way they do not always have to navigate to the G&S page or P&A page to...
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
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...
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.
Add spacing and font options for Organization Message
I regularly send out Organization Messages to staff through Passare. The only problem is that alll text is squished together. There is no ability to space out sentences or paragraphs or bullet points. Additionally, there is no option for bold, ita...
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...
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Planned
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Future consideration
