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...
Customer requested when you create a refund in a case on the payments & adjustments page, it should create a check in check writing. The current process is double entry.
Everything we do is on military time, to avoid mistakes: Death Certificates, Time of Death, Appointments, you name it. Having this option will make your software more appealing.
Guest
over 4 years ago
in Case Management
2
Not being considered
It would be much more efficient if when creating a new document we could search for document mappings using any part of the tag name. Example: Need mapping for Marital Status; Tag Name: Decedent Marital Status I can't search for it by typing "mar"...
When completing a Pre-Need Case, on the Family and Friends page and the Self family and friend is listed. If all applicable information that was filled in on the Pre-Need Basics and Vital Statistics Page be filled in on the family and friend's page.
The VA Form, Claim for Standard Government Headstone or Marker on the Veteran Information Page in Passare. In the Desire Emblem of Belief, there is a radio button for Latin Cross. There is no Latin Cross on the form, if on Passare if it could inst...
Currently, when a check is flagged printed in Passare it is locked and the funeral home is unable to change the check number. It would be beneficial to be able to unlock this feature to change a check number. This would alleviate the need to void ...
It would be very useful to be able to perform mass actions on multiple cases at once from the Dashboard. Some mass action examples might be: Case Status Disposition Type Client Service Type Funeral Director Case Tags ...to name a few. In order to ...
Add link to case on the inventory sold list under the price list items (Admin > Price List)
Currently under any price list item that has inventory, there is a list of what was sold and what is on hand. McLane Funeral Home would like a link to the case number added to this screen so she can easily see what case the items were sold on and ...