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...
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.
It would be convenient for the informant and primary purchaser columns on the dashboard were hyperlinked and take you to the family & friends page. similar to how the decedent name and case id take you to the case summary page
On the old vitals page, I believe that there were yes/no radio buttons for place of death inside city limits, but it's been removed from the new vitals page, and it will only appear when "other" is chosen. Place of death inside city limits should ...
I think it would be helpful, especially for aftercare, if we could have a reminder scheduled when we mark a task as complete. For example, if we have a checklist task named "Condolence call completed" I would like a reminder to be scheduled 3 week...
In order to prevent a duplicate cremation ID token from being input or used, Passare should return an error when entering a previously used (duplicate) Cremation ID. This would prevent an operator from mistakenly re-using an old ID or the wrong ID...
We need to add the ability to have a pending preparation due, similar to events where they can enter the preparation due event with the branch but leave the date blank until they know when it needs to happen. This should still appear in the All Pr...
The field for cause of death cuts off text. if it could be expanded or if you could hover over the options to see the full text, it would be super helpful!
Can check writing notifications be made to where the recipients are always notified when checks are requested/created from the goods & services page? Currently, they'll only be notified if the requestor does not have the ability to create chec...
Payment Details in Report Include Payer Details or Search Case Connections from Rolodex
Right now, the "Primary Purchaser" or other options from Family & Friends or using CLAIMCHECK are the only way to populate more in reports for payment details. Often, I'm trying to secondarily reconcile payments received at the end of the mont...
Add a field to assign a user to the new prep due dates
Could we please add a field to assign a user to the new prep due dates. This would help with scheduling and whiteboards for multiple funeral homes. Use case; Bob is doing the prep for ID view, Joni is doing the hair and make-up, but then Suzie is ...
