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...
Having the option to have a Rolodex entry that is listed as "Other" on the "Other-Organization" be able to have the option to be added as payer on the payments and adjustments. Especially when that organization is used frequently.
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
over 3 years ago
in Case Management
1
Planned
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.
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...
Almost every family that composes their obituary on the PC ends up calling to ask why the obituary they completed "yesterday" is not on our website. Well, that's because I didn't know they were finished with it. I often ask the families to let me ...
When working to complete a case report on the passare system yesterday I noticed that in the fluid dilution "injection" portion of the case report there is no area to input the amount of gallons injected in the 1st, 2nd and 3rd injection areas as ...
Stop automatically sending Planning Center invites to informant
Often times, an informant's contact info is added in Passare before the funeral director calls the family. When families receive an invitation to the planning center before we discuss the platform with them, they are often confused and taken back ...
Guest
about 1 year ago
in Planning Center
0
Gathering interest
If on the Passare side, we designate someone as the Informant, and that same person is a PC user, can we figure out a way to require their mailing address? Almost every time, they leave it blank.
Guest
about 1 year ago
in Planning Center
0
Gathering interest
Almost every time a family completes the PC with us, they leave the Name at Birth blank on people where we need it. Those two people would be the mother of the decedent and the wife of a male decedent. Can we make those fields required, ONLY if a ...
Guest
about 1 year ago
in Planning Center
0
Gathering interest