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...
Change ability to check whether there is jewelry or pacemaker
Currently, the questions are "Pacemaker removed?" and "Jewelry removed?" There needs to be either an option to ask if there is jewelry or pacemaker and then to ask if removed, or to have a N/A option.
It would be a lot easier to add the line item addition date to the goods and services pages rather than having to pull the reports just to simply find a date.
Customer would like to be able to default a disposition per branch like we can for case type per branch. Her example was that the crematory and pet branch disposition will always be cremation (for them).
Erin Merriott
over 1 year ago
in Case Management / Case
0
Future consideration
Automatically log user, date and time a form is printed.
Passare already automatically tracks contract changes as well as the user, date and time an item is checked off on checklists -- for cases with many hands involved, it would be incredibly beneficial to see if, say, a flag request form had been pri...
I would like to be able to enter a transaction, i.e. adjustment, correcting invoice or payment, and have the option to check a box that says "DO NOT EXPORT THIS". This would be helpful in balancing from Passare to Quickbooks. Instead of fixing the...
Automatically send notifications to secondary arranger
Currently if you have a Secondary Arranger defined, they don't receive any notifications for anything, unless tagged. Can you please consider including the Secondary arranger for notifications, namely PC notiications?
Add a list for Character of Discharge under the Veterans page
From Julie Silha at Schumacher Kish Funeral Home: With that being said, I promised you some information for the Veteran’s information screen to potentially create a dropdown list for Character of Discharge. Coming from a background of working with...
1
Future consideration
0
Future consideration
