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

1 VOTE

ESignature Files

PLEASE add the Esignature Files to the case file listing on the lower right side. Having to go in and look to see if there are any Esignature files is a PAIN.

Guest over 1 year ago in Case Management / Files 0 Future consideration

1 VOTE

Adding Disp. of Cremated Remains (Mailing of Cremated Remains)

On the Arrangement Page under Disposition, having an option to have a Disp. of Cremated Remains, one of the drop downs be Mailing of Cremated Remains.

Guest over 1 year ago in Case Management / Case 1 Future consideration

1 VOTE

Batch Description Column added to the Batch Deposit Export

McLane Funeral home is actively using our Batch Deposit feature, as well as the export. The issue that they have run into is the 'description' column is not a part of our export in Passare. It is also not a field that can be added to a user report...

Chloe Jonas over 1 year ago in Case Management / Batch Deposits 0 Planned

1 VOTE

"Other" Rolodex Entries added as a payer

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.

Guest over 1 year ago in Case Management / Rolodex 0 Future consideration

1 VOTE

Check Requests - Amount Override

Since in some instances, a Cash Advance item can be sold for more than what the payment to the 3rd party needs to be, please make it possible for the FD to override the amount. This could be defined in the item's details, rather than making it glo...

Guest almost 2 years ago in Case Management / Accounting 1 Already exists

2 VOTE

Owner Info Columns for Pet Case Reporting

Could we have "Owner" info columns available for reporting on Pet Cases? Currently the only options in User Reports are Pet Business and Primary Purchaser.

Erin Merriott over 3 years ago in Case Management / User Report 1 Planned

1 VOTE

Price list required field

This idea is similar to the "must be pulled from inventory" check mark on items, but it would be for services...it would "require partnered field" or something. For example, if we have a "crematory fee", there must also be a "coroner's permit" or ...

Holly Stammis almost 2 years ago in Case Management / Price List 0 Future consideration

1 VOTE

Alphabetize only the last name that you are searching

ex. When I search for last name Hill, it brings up any name that has hill in it. Such as Hilligoss, Philip, Churchill, etc. Is there a way to close the search to only Hill as the last name? When searching it can be time consuming to look through a...

Guest almost 2 years ago in Case Management / Case Identifier 0 Future consideration

1 VOTE

On the top banner of a case it would be helpful to have the age of the decedent in the format of years, months and days instead of just years.

No description provided

Michael Steele almost 2 years ago in Case Management / Profile 0 Future consideration

1 VOTE

Option to select the coroner who signed off on cremation auth

It would be helpful for documentation's sake and for the EDRS sync if there was an option to say which coroner signed off on the cremation authorization.

Anna Andrews almost 2 years ago in Case Management / Case 1 Future consideration

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