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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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Case Management

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Include All Case Types on the Case Count System Report

A customer is needing a report with the number of cases for each case type they had last year/this year. In our system report Case Count it only counts the number of At-Needs and groups it by Case Status & Branch. We need this report to pull t...
Sierra Chaffin over 4 years ago in Case Management / System Report 0 Shipped

Add Deputy Coroner as an option to D.C. Signed By Dropdown on Vital Stats/First Call Page

Deputy Coroners have the ability to sign Death Certificates but in Passare is not an option in the D. C. Signed By drop down. This is a hindrance because we can not accurately notate who signed the DC if they are a Deputy Coroner. It would be nice...
Sierra Chaffin over 4 years ago in Case Management / Data Entry 0 Shipped

ME Case number field

When we select that the Coroner/ME was contacted, it would be nice to have a field to enter the ME's case number. We need to reference this when we call the Cook County ME's office, and include it on the death certificate. Right now we are just pu...
Holly Stammis over 2 years ago in Case Management / Data Entry 0 Shipped

Add Columns to Survey Report

Would like to add Contract Current Balance and Case Status as options for columns in the Survey Report.
Guest over 4 years ago in Case Management / Reports & Dashboards 1 Shipped

VA Presidential Certificate

It would be nice if the funeral home was an available choice for "mail the VA Presidential Certificates to". This would be an easy way for sales professionals to follow up with a family in the funeral home. The funeral home would receive the certi...
Joanna Gore over 4 years ago in Case Management / Documents 0 Shipped

Create "quick add" fields for Family & Friends

When entering Family & Friends, it would be helpful to have the option to add a family member by name and relationship alone, without going to a separate form to do so. If you wanted to add more detail, you could open up the form to do that af...
Marcus Wilson over 4 years ago in Case Management / Data Entry / Family & Friends 1 Shipped

Add Nurse Practitioner in Provider Types

Joann Brittingham at Short Funeral Home in Delmar, DE has asked if there was an option to include Nurse Practitioner in the list of Provider Types when adding a Rolodex entry from within the case. She gave the example that they have a lot of Nurse...
Product Team almost 5 years ago in Case Management / Rolodex 1 Shipped

Add 'Copy From' Button on Vital Stats Page for Decedent Address

Kelly from Yates Funeral Home would like this idea, I have heard this idea from several others as well. First Call- they have to reenter caller info which is usually next of kin. want an address copy button for the vital statistics and family and ...
Guest almost 5 years ago in Case Management 0 Shipped

Include Embalmers from Rolodex in Embalmer Drop Down

User Story Currently the Embalmers entered in the Rolodex are not tied to the drop down on the embalming page. Therefore the embalmers license number does not autopopulate unless the embalmer is a user in Passare. It would be less confusing and mo...
Sierra Chaffin about 4 years ago in Case Management / Rolodex 1 Shipped

Add "Married, But Separated" Marital Status to Drop-down Selection

North Carolina includes "Married, but Separated" as a legal status (it was added to the NC Death Certificate in Block 6 in 2017), but it's not available for customers to select from the drop-down.
Rachel Galloway over 4 years ago in Case Management / Data Entry 0 Shipped