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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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Automatically send notifications to secondary arranger

Currently if you have a Secondary Arranger defined, they don't receive any notifications for anything, unless tagged. Can you please consider including the Secondary arranger for notifications, namely PC notiications?
Guest over 2 years ago in Case Management / Notifications 0 Future consideration

Add a list for Character of Discharge under the Veterans page

From Julie Silha at Schumacher Kish Funeral Home: With that being said, I promised you some information for the Veteran’s information screen to potentially create a dropdown list for Character of Discharge. Coming from a background of working with...
Guest over 2 years ago in Case Management / Data Entry 1 Not being considered

Ability to see who is logged in from your organization and then live chat for instant messaging with team members

This would allow for somewhat direct communication between members of the same organization when a response is needed quickly. Ideally, it would have some sort of mobile component/capability for when staff is working in the field.
Guest almost 5 years ago in Case Management 1 Not being considered

Ability to create a report to show amount netted after taking into account the expenses to provide the service

It would be nice to be able to create a report to show amount netted after taking into account the expenses to provide the service.
Product Team almost 5 years ago in Case Management / User Report 0 Future consideration

Make it easier to enter multiple cash advance items rather than one at a time.

It would be great if it could be made easier to enter multiple cash advance items rather than one at a time. Like highlight four or five and hit select rather than clicking in one at a time
Product Team almost 5 years ago in Case Management 1 Not being considered

Ability to show Age as Years/Months/Days instead of just Years

I would like the ability to edit the format of age to show it as Years/Months/Days instead of just Years.
Product Team almost 5 years ago in Case Management / Data Entry 0 Not being considered

Bulk add prices for new supplier

As our urn prices are rising quickly, I'm needing to update the prices more often, and have looked for some more reasonable suppliers. Which is a whole job in-and-of-itself. But then I have to go into Passare and update the prices there. Which is ...
Holly Stammis over 2 years ago in Case Management / Price List 0 Future consideration

Add License Number for Nurses in the Rolodex

In the state of Wisconsin, the Nurse license number is required on the Death Certificate.
Julie Hofmann over 2 years ago in Case Management / Rolodex 0 Planned

Blank Form Mapping To Default to Blank Instead of No

Whenever you are mapping a form there is no way to have it default to a blank spot for a Yes or No answer. For example if I wanted an area to be blank but still have the mapping for when the data is marked as yes/no it will automatically put in a No.
Guest over 2 years ago in Case Management / Documents 0 Future consideration

Ability to Rename the 'Custom Fields' Tab on the Navigation Bar

Within the navigation bar of a case, I would like the ability to rename the 'Custom Fields' tab, to something related to what I use the fields for.
Guest about 5 years ago in Case Management / Case 0 Not being considered