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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...
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Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara over 4 years ago in Case Management / Accounting / Export/Import / System Report 0 New

CST Filter on AR System Report

For organizations that tie their accounts based on Client Services Types, they need the ability to filter certain CSTs out of the Accounts Receivable Aged system report. The CST filter would need to have the ability to pull cases that both include...
Guest about 1 year ago in Case Management / System Report 0 Planned

Vitals Beta: Unintentional duplication when adding Transfer Authorizer and Embalming Authorizer

On the Vitals page, if adding Transfer Authorizer AND ALSO an Embalming Authorizer and they're the same person, the person gets added to F&F twice.
Guest about 1 year ago in Case Management / Data Entry 0 Planned

Add obit templates to Passare mobile

Users would like the option to write obits from an obit template in the Passare mobile app. Currently, it is only a text box.
Jessie Goggans about 2 years ago in Mobile 1 Future consideration

Rolodex reverse look up

In the Rolodex, it would be nice if there were a way to see what cases are associated with an entry. Examples of how I'd use this information: "I'm not getting the doctor's to pick up the phone. What did I do last time they had to sign a cert?" "T...
Holly Stammis about 2 years ago in Case Management / Rolodex 0 Future consideration

Aftercare Report Death Date Anniversary Filter and Date Range

A user would like to add the ability to filter User Reports on the Death Date Anniversary of decedents for User Reports. In addition, a new Date Range needs to be added on the Run Your Report page for the last month of the last year (E.g., 07/01/2...
Devin Pauly over 3 years ago in Case Management / Reports & Dashboards 1 Planned

Ability to remove deleted payments from an accounting export

FHOT needs the ability to remove deleted payments from their Quickbooks Payments Export. Ideally this would delete the original payment and its deletion so it would be a wash. Right now, this is causing multiple journal entries that have to be app...
Julie Hofmann about 1 year ago in Case Management / Accounting 0 Already exists

SuperAdmins to Access Any User Report

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...
Jessie Goggans over 3 years ago in Case Management / User Report 0 Planned

Custom Notification Groups

The ability to @mention roles is great, but we often have exceptions to the permission sets that require a custom role. For example, we might have someone in the Crematory role that also sometimes work in the Care Center, so it would make sense fo...
John Meyer about 1 year ago in Case Management / Notifications 0 Future consideration

Please provide instructions to esignature recipients. The first thing they encounter says sign here. There should be an explanation that they are creating a signature to apply to documents after review.

This will provide more of a comfort level for clients signing. The first page should not say Sign Here when there is no attached documents and no other information.
Guest about 2 years ago in Planning Center 0 Planned