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...
Adding Coroner To Caller Options in Caller Section
A funeral director I spoke with wanted to suggest/request that Coroner be listed in the dropdown for Caller Relationship along with Nurse, Chaplin, Medical Examiner, etc: "Uncertain if this needs to be a suggestion for a software adjustment or if ...
A Passare user called in and suggested that when they are filtering through their price list items, that it would be very useful if they could further filter their caskets, urns, and vaults, by material type like hardwood, steel, etc.
Completed tasks should automatically be moved to the bottom of the checklist within the case
Users with more comprehensive checklists experience inefficiency when looking through their checklist to view only incompleted tasks within the case. While there is an option to view inpcomplete tasks on the Tasks Dashboard, this does not help wit...
Need a way to hide social security number from mobile users
Need a way to hide social security number from mobile users in the app. They need to see case information and be able to add new cases and fill out vitals but we do not want them to see the social security number because they are just the transfer...
Julie Hofmann
23 days ago
in Mobile
0
Gathering interest
On the old vitals page, I believe that there were yes/no radio buttons for place of death inside city limits, but it's been removed from the new vitals page, and it will only appear when "other" is chosen. Place of death inside city limits should ...
Include organization rolodex type "other" for P&A options
When a contact is added in rolodex as an "other" option, it does not appear in the dropdown within a payment on the payments & adjustments page. For example, Becker-Rabon Funeral Home has added contacts in their rolodex Under Organization>O...
Currently to open a case file you have to download it. Proposing you create an option to hang over the document for a quick preview before having to open and download.
Jan Smith
3 months ago
in Case Management
0
Future consideration
When someone writes a note and tags you with the @ sign, create a reply all that automatically retags the people tagged without having to re-enter them. If you forget to tag them in response currently, they never know you responded.
Jan Smith
3 months ago
in Case Management
0
Future consideration
We have currently been using the THUMBIE fingerprint scanner to upload and then move the print to passare but are having some issues with their setup. Maybe, just maybe, there could be a plugin written to attach a bluetooth scanner like this so th...
Trae Cody
8 months ago
in Mobile
0
Future consideration
Bring over the Vital Statistics information from DIGicon into Passare
Currently DIGicon can capture the Vital Statistics information on the Preneed contract. This can be done on the Vital Statistics page, Thoughtful Decisions Guide, Personal Information Guide, and Memorial Guide. Since Passare has similar fields on ...
