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...
Please create a functionality to allow scheduling of effective dates for price lists, so that form disclosures may be updated automatically. Since we are now able to schedule in the prices themselves, adding in the effective dates would make it so...
Could we have "Owner" info columns available for reporting on Pet Cases? Currently the only options in User Reports are Pet Business and Primary Purchaser.
Edit cash advance description after a case is signed
Once a case is signed the line items are set in stone. It would be extremely helpful if cash advance descriptions were editable after signing a case (not the cost portion). Sometimes we think we have the name spelled correctly for an honorarium na...
Guest
over 1 year ago
in Passare API
0
Not being considered
Families can choose which branch of a funeral home that they are planning with. May it be that they have other family members who have planned there, or created relationships with someone who works at the funeral home.
It would be a time saver if we were able to search for branches on their own, rather than searching for the organization, then branch. Having the ability to search for the branch along with the organization would help us find our homes better.
Currently in the Payments tab of the PC, if there are payments pending, such as a Preneed payment, those are not reflected in the balance. I understand why, but in many cases, those "pending" funds are in fact, guaranteed, but can't be shown as su...
Guest
over 1 year ago
in Case Management
0
Future consideration
0
Not being considered
0
Future consideration
