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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...
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Case Management

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Include cemetery and arranging director in calendar drop down.

Saves time spent opening case to extract information. Facilitates staff and automotive assignments.
Guest almost 3 years ago in Case Management / Integrations 0 Planned

Order of Forms in eSignature Dropdown

I am not sure how the documents are currently ordered in the eSignature dropdown but Einan's at Sunset would like to be able to specify the order by category. They have a lot of forms under "Arrangement Forms" and they currently have to scroll to ...
Julie Hofmann 6 months ago in Case Management / Files 0 Future consideration

DOB Report Filter

I was speaking with a funeral director from Vertin, and she was wanting to run a report for the DOB & DOD anniversaries of decedents. However, we're unable to filter by date of birth. She said this filter option would make it easier to run som...
Tarrence Price 6 months ago in Case Management / User Report 0 Planned

Enable replication of case under new case ID (for Spouse)

This would be helpful both on the Preneed and At Need side. For preneed, there are many times when our Preneed counselor enters a preneed for a husband and wife at the same time. On at need, for example, we periodically deal with cases where we ar...
Jay McAfee over 4 years ago in Case Management 0 Planned

Requiring C.S.T. for signing should also prevent user from adding any G&S

Currently you can restrict signing on the G&S page if a C.S.T. has not been selected. Several people have asked that this requirement include users to not be allowed to add any items to the G&S page before selecting a C.S.T. Example: Say y...
Erin Merriott about 5 years ago in Case Management / Goods & Services 0 Planned

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
Chloe Jonas about 1 year ago in Case Management / Case 0 Future consideration

Pricelist, adding template

users might want to add multiple caskets at one time and have these items share the same tax table, reporting category, accounting code, etc. The goal would be to add similar items quickly so that all you have to do is modify, the name and price.
Guest about 2 years ago in Case Management / Price List 0 Future consideration

Tell where comment/note originated from

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...
Guest about 1 year ago in Case Management / Notes 0 Planned

Tag Users in Care Center Notes

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.
Guest about 1 year ago in Case Management / Care Center 0 Future consideration

Don't require "Appointment with" selection when setting appointment or add "pending" option

When we set up appointments with our At Need families, we don't always know which staff member will be meeting with them. In Passare, however, when entering an appointment, it's required to add the "Appointment with". Please make it possible to ad...
Guest about 3 years ago in Case Management / Appointments 3 Not being considered