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...
Create Permissions for Creating Dashboards/Adding Dashboard Columns
Einan's at Sunset has a transfer team that currently only has permissions to the Decedent Tracking app. However, since they have a Passare log in, they can also access the full dashboard and add any columns that they want to see. This funeral home...
We use the checklist feature extensively for our funeral planning and internal communication. I have created a number important checklists that we use daily: Basic planning, death certificate, cremation paperwork/process, ready for services; as we...
Need to be able to format Organization Messages. Currently, if I create a message in bullet point format, or with spacing I feel is appropriate to serve as a quick reference organization message for staff, the formatting is disregarded once I publ...
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
almost 4 years ago
in Case Management
2
Not being considered
Auto capitalize the first letter in fields like names, cities, etc.
As a user, it would be helpful and save time if when we entered first, middle, last names and other fields that need to be capitalized, it would automatically capitalize the first letter.
Please create a functionality to allow scheduling of effective dates for price lists, so that form disclosures may be updated automatically. Since we are now able to schedule in the prices themselves, adding in the effective dates would make it so...