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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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Add link to case on the inventory sold list under the price list items (Admin > Price List)

Currently under any price list item that has inventory, there is a list of what was sold and what is on hand. McLane Funeral Home would like a link to the case number added to this screen so she can easily see what case the items were sold on and ...
Guest over 1 year ago in Case Management / Inventory 0 Future consideration

Move total amount under the item totals on reports when grouped

Currently when you group user reports with financials, you get a table with the sum and the amount is not in the same column as the item amounts. This makes it difficult when users have to take the excel file and do their own calculations and it i...
Guest over 1 year ago in Case Management / Reports & Dashboards 0 Planned

Batch Adjustments

Linda at McLane would like us to add batch adjustments to either the batch payments feature or a new feature. She would like to be able to add multiple adjustments at one time for multiple cases from one screen.
Guest over 1 year ago in Case Management / Batch Payments 0 Planned

Do Not Require Address Fields in Batch Payments

Currenlty, address information is required for the payer when entering a batch payment. The address information is NOT required on the normal payments screen within a case. This requirement is only on ACH and Credit card. McLane Funeral Home would...
Guest over 1 year ago in Case Management / Batch Payments 0 Planned

Adding a space for notes in Planning Center between family and FD

I had a FH suggest that there be a field in the Planning Center where FDs and Families can exchange notes. I think this would be a great way to have less emailing between these parties. Also so families can write notes to each other when they live...
Anna Andrews over 2 years ago in Planning Center 3 Planned

Insurance Tracking

We have a payment form for Insurance and it will show as Pending until payment comes through. However, Passare only allows tracking if we use CLAIMCHECK and we do our own in-house on insurance assignments. The dashboard view created will show noth...
Elizabeth Reed over 2 years ago in Case Management / Reports & Dashboards 1 Planned

eSignature-Allow resizing message box

The message box at the last step in eSignatures is super short and, unlike most other text boxes online, you cannot resize it. Please either allow resizing it, or an even better idea would be like this box I'm typing in now. As I add text and hit ...
Guest over 1 year ago in Case Management / Case 0 Planned

Update "emblem of belief" availability on Veteran Info Page

See screenshots. On the Veteran Info page, when filing claim for marker, there are two options available of the 65 options listed at the bottom of the VA market form. The Latin cross is one of these options in Passare but is not an option on the f...
Anna Andrews over 2 years ago in Case Management / Case 0 Planned

Duplicating Contract

In the event that there are family members who would like the same contract, to save time it could be beneficial to be able to copy/duplicate the contract from one family member to another.
Guest over 1 year ago in Case Management / Goods & Services 0 Future consideration

Forms :: Downloading :: Need Descriptive File Names (instead of custom_docx_ form_....)

File names for downloaded case forms need to be descriptive so that, at least in part, they mirror form display names. Without this, one must open multiple files (when they have downloaded to their machine, which happens often).
Jennifer Noack almost 4 years ago in Case Management 1 Planned