Pinned ideas

PINNED Check for duplicate decedent names.

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...

Case Management

Showing 499 of 652

1 VOTE

Batch Adjustments

Linda at McLane would like us to add batch adjustments to either the batch payments feature or a new feature. She would like to be able to add multiple adjustments at one time for multiple cases from one screen.

Guest over 1 year ago in Case Management / Batch Payments 0 Planned

1 VOTE

Do Not Require Address Fields in Batch Payments

Currenlty, address information is required for the payer when entering a batch payment. The address information is NOT required on the normal payments screen within a case. This requirement is only on ACH and Credit card. McLane Funeral Home would...

Guest over 1 year ago in Case Management / Batch Payments 0 Planned

2 VOTE

Update "emblem of belief" availability on Veteran Info Page

See screenshots. On the Veteran Info page, when filing claim for marker, there are two options available of the 65 options listed at the bottom of the VA market form. The Latin cross is one of these options in Passare but is not an option on the f...

Anna Andrews over 2 years ago in Case Management / Case 0 Planned

1 VOTE

eSignature-Allow resizing message box

The message box at the last step in eSignatures is super short and, unlike most other text boxes online, you cannot resize it. Please either allow resizing it, or an even better idea would be like this box I'm typing in now. As I add text and hit ...

Guest over 1 year ago in Case Management / Case 0 Planned

1 VOTE

Duplicating Contract

In the event that there are family members who would like the same contract, to save time it could be beneficial to be able to copy/duplicate the contract from one family member to another.

Guest over 1 year ago in Case Management / Goods & Services 0 Future consideration

3 VOTE

Forms :: Downloading :: Need Descriptive File Names (instead of custom_docx_ form_....)

File names for downloaded case forms need to be descriptive so that, at least in part, they mirror form display names. Without this, one must open multiple files (when they have downloaded to their machine, which happens often).

Jennifer Noack about 4 years ago in Case Management 1 Planned

3 VOTE

At Need to Trade Call

I need the ability to switch a case from AtNeed to Trade Call without re-entering all the information, this is when a case switches to another funeral home for one reason or another. They often have to pay for charges incurred thus far.

Elizabeth Reed about 4 years ago in Case Management / Case Identifier 0 Planned

1 VOTE

Key Flow Change

when we are entering payments; we key in the amount and then tab to enter date and then it goes to check #. If we could make a change of tabbing to go to the Payer before going to the check # that would be very helpful

Guest over 1 year ago in Case Management / Payments & Adjustments 0 Future consideration

3 VOTE

Ability to delete a payment from the add to batch deposit list.

Currently deleted payments show up as two transactions in the "add to batch" deposits list. Instead of having to add these deleted payments to a batch, Van Orsdel would like the ability to delete payments from the list that they do not want to add...

Julie Hofmann about 4 years ago in Case Management / Batch Deposits 1 Planned

1 VOTE

Family & Friends additional role

We would like to have an additional role in Family & Friends. Called it: Receiving Cremains This is often someone other then the NOK1 who signed the authorization yet they approved and designated someone else to receive or pick them up for them.

Elizabeth Reed over 1 year ago in Case Management / Family & Friends 0 Planned

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