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...
automated notifications for urn check-ins at specific locations
if an urn is checked in at one of our locations, I’d like the system to automatically notify the staff (via a tagged account or email alert) that it has arrived—without needing someone to also manually send a message or add a note. Ideally, this w...
Client Service Type Remain at Pre-Need to At-Need Conversion
When converting a pre-need to at-need the client service type is changed to the first CST based on alphabetical order. So If I have "Cremation with Service" pre-need, it is changed to "Body Present Cremation" because B comes before C. Is there a w...
I think it would be useful if we had the ability to filter for inventoried and non-inventoried items in the price list. Rather than clicking into each item, the filter would give us this information very quickly.
Whiteboards\Conditional Display Rules: Include all fields that have Staff as options
In the Whiteboards confirguration panel, for Conditional Display Rules, can we increase the available fields to include any Passare field, which is a drop-down including staff names? It works great for Funeral Director, but there are many others, ...
Whiteboards: Add in-place editing for Custom Felds when defined as Drop Downs
In the Custom Fields configuration panel, you can define a custom field as a drop-down with values. Please make these in-place editable on the new Whiteboards to change the values, without entering the case.
Adding Coroner To Caller Options in Caller Section
A funeral director I spoke with wanted to suggest/request that Coroner be listed in the dropdown for Caller Relationship along with Nurse, Chaplin, Medical Examiner, etc: "Uncertain if this needs to be a suggestion for a software adjustment or if ...
A Passare user called in and suggested that when they are filtering through their price list items, that it would be very useful if they could further filter their caskets, urns, and vaults, by material type like hardwood, steel, etc.
Clean Up Preferred/Alternate Name on Family & Friends and Case Summary Pages
First of all, when creating a Family Member, there is no "Preferred Name" field. The field is called "Alternate Name", which isn't consistent to how it's displayed on the Case Summary Page. (Also worth noting that in Decedent Vitals, it's referred...
