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...
SuperAdmins need the ability to view and edit any user report created. Ops are often asked by customers to edit reports created by other Ops members (currently employed or unemployed), or reports created by other FH users. We should be able to edi...
I would like to have more control over the checks, my employees use the check-writing option in Passare but I would like to assign them a limit or immediately receive a notification if check is cut over a certain amount
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
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.
Vitals Beta: Entering Zip Code only no longer populates city/state
Prior to the Vitals Beta implementation, pretty much anywhere in Passare where there were address fields, you could enter the zip code and it would automatically populate the city and state. This is not happening in the Vitals Beta.
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"...
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 ...
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.
0
Planned
0
Future consideration
