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 539

2 VOTE

Please add Spouse Middle Name field to Vitals Page

Please add Spouse Middle Name field to Vitals Page, this is needed for many death certificates and was requested by McDougal Funeral Home in Utah.

Julie Hofmann 9 months ago in Case Management / Data Entry 0 Planned

4 VOTE

Have the option to show a payment as anonymous on the statement.

No description provided

Guest over 1 year ago in Case Management 0 Future consideration

1 VOTE

Allow for mass selection of cases to change case status types.

It would be nice to be able to change the case status of multipe cases at once without having to go into each individual case and change them one by one.

Guest 5 months ago in Case Management / Case Identifier 0 Future consideration

2 VOTE

add aftercare follow up fields for reports under rows to show = cases

This would benefit me as Aftercare Coordinator when inviting family members to the aftercare events we offer. Beneficial if report would pull aftercare names, phone number and mailing addresses when rows to show = cases so that the report only sho...

Guest 9 months ago in Case Management / User Report 0 Future consideration

13 VOTE

Ability to text message families through Passare

The ability to text families through Passare would be awesome! Many families like to communicate this way but many funeral directors choose to not provide their cell phone numbers. If we had this ability through Passare that would be excellent and...

Product Team about 5 years ago in Case Management 2 Planned

1 VOTE

Recode the address input for the deceased so that the address can be input prior to having to select the country

Recode the address input for the deceased so that the address can be input prior to having to select the country.

Guest 5 months ago in Case Management 0 Future consideration

2 VOTE

Expand text field for Church Affiliation and Disposition Details

We would like the ability to add more text to Church Affiliation (Funeral Options) and Disposition Details (Disposition).

Jill Materia 10 months ago in Case Management 0 Future consideration

2 VOTE

Default select the Payer in the email receipt field

typically, the receipt will need to be emailed to the payer on the transaction. When the Payer is selected, ideally, it would default to putting their name in the "email receipt" field to avoid having to choose the payer and then search again for ...

Madison Hicks 10 months ago in Case Management / Payments & Adjustments 0 Planned

1 VOTE

Canadian Provinces Listed for License

On the Profile page, funeral directors can list their license number, state, and date of issue. In the dropdown menu for states, please add Canadian provinces.

Guest 5 months ago in Case Management / User Management 0 Planned

5 VOTE

Check for duplicate decedent names.

Jill Materia about 2 years ago in Case Management / Data Entry 0 Already exists

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