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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 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 almost 5 years ago in Case Management / Rolodex 2 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 about 5 years ago in Case Management / Data Entry 0 Shipped

Allow balance to stay on the dashboard if insurance assignment is pending

I would be nice to allow a balance to stay on the dashboard if an insurance assignment is pending. Right now once you add in pending claims it will zero it out and makes it harder to keep track of working claims.
Product Team over 5 years ago in Case Management 0 Shipped

Remove Requirements of Event Dates on the PreNeed Funeral Options Page

On a PreNeed Case in the Funeral Options page, you should be able to select the type of service the person hopes to have but it should not REQUIRE dates. Since the person has no idea when their death will occur, can we take off the required date e...
Guest over 5 years ago in Case Management / Data Entry 1 Shipped

Connect Funeral Options & Disposition Pages

If we enter in a Burial event on Funeral Options, it should populate a "Burial" disposition on the Disposition page with details, and vice versa. Certain events should allow for these 2 pages to tie together (burials, cremation services, etc) thou...
Jessie Goggans over 4 years ago in Case Management / Data Entry 1 Shipped

Have the ability to present merchandise and packages to families via Passare.

The ability to present merchandise and packages to families via Passare would be a great tool. We already have all of our pricing information in the software. If we could use Passare as a presentation tool to present all options to families I beli...
Guest about 3 years ago in Case Management / Goods & Services 0 Shipped

Copy Single or Multiple Family & Friends

A customer requested the ability to copy Family & Friends (single or multiple) from an existing case to another. This would be for all case types.
Erin Merriott about 3 years ago in Case Management / Family & Friends 0 Shipped

Custom Fields per Page

Customers would like to see custom fields per page rather than all on one separate page. The current setup leaves a lot of opportunity to miss entering important information since they must visit a complete different page. It would be ideal for cu...
Erin Merriott over 3 years ago in Case Management / Data Entry 0 Shipped

Add Client Service Type as a General Accounting Column Option

User Story In working through the final stages of the Great Plains integration with Legacy, we have determined an additional column is needed for the General Accounting exports in order to support their reporting needs out of Great Plains. Please ...
Nick Tunheim about 5 years ago in Case Management / Accounting 0 Shipped

Add task title to Notes page when notes are placed on a checklist task.

When you add a note on a checklist task, there is not enough detail information on the main Notes page to tell you what the note is in reference to. Could we add the task title to the note so that it is more defined? See attached.
Julie Hofmann almost 2 years ago in Case Management / Notes 0 Shipped