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...
Now that we have a check list dashboard I find that many of my check list items are forms or checks that need to be printed. It would be a huge time saver if the form for that checklist item could be linked to the task and appear on the dashboard ...
Add "Embalming Finished Date" to the Event Filters on the Dashboard
Spring Grove Funeral Homes - Premium Services Client - would like to be able to filter their dashboards for cases by the Embalming Finished Date. Can we add this to the "Add Event" dropdown in the filters on the dashboard page?
Now legal in Colorado, Washington, Vermont, and Oregon (soon to be California) I have funeral homes requesting that we add "Terramation" - human composting, as a disposition type in Passare.
When setting up dashboard, could there be a service location column, so when Funeral Home is setting up whiteboard they are able to see where the service will be at a glance.
While working inside a case, it would be helpful to have a "Next Case" button that tabs through each case as ordered on the Case Listing page. This is really helpful for firms closing out cases for month-end reports (like Vertin) and helps streaml...
There are many situations when a document is not (and cannot be) fully populated when generated from Passare. Perhaps Passare does not track the field(s) needed on a specific form, or other edits need to be made before sending for signatures. It i...
Shrink the File Name column or make it wrap when working on documents so it is easier to download the YAML or original form
When working on documents, you have to either zoom out in order to see the document name and the download YAML or Original document button. If we could shrink or wrap the file name column, it would be much easier to see what document is on what row.
Add ME/Coroner County field to the Vital Stats Page
Krause funeral home would like a field added to the Vital Stats page where when the ME/Coroner checkbox is selected, a field pops up for the County. The ME/Coroner County is not always the same as the place of death so they need this for reference...
The ability for directors to communicate through a online messaging process to leave notes to each other beyond the case notes.
This would allow us to keep up to date with each other on cases without adding it to the actual case notes section. I also believe this would be a great addition to the mobile app.