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...
Ability to run batch trade invoice for more than 1 trade business at a time.
Currently you can only run a batch trade invoice for 1 trade business at a time. Customers would like to be able to indicate all the trade businesses they need invoices for at once. I know we can't run them in a single batch since the trade busine...
There needs to be a spot for "NA" on the parents. The death certificate system has one also. Not everyone knows their parents name. Leslie Buehler is an example on D22-011.
Change ability to check whether there is jewelry or pacemaker
Currently, the questions are "Pacemaker removed?" and "Jewelry removed?" There needs to be either an option to ask if there is jewelry or pacemaker and then to ask if removed, or to have a N/A option.
It would be a lot easier to add the line item addition date to the goods and services pages rather than having to pull the reports just to simply find a date.
Customer would like to be able to default a disposition per branch like we can for case type per branch. Her example was that the crematory and pet branch disposition will always be cremation (for them).
Erin Merriott
about 2 years ago
in Case Management / Case
0
Future consideration
Automatically log user, date and time a form is printed.
Passare already automatically tracks contract changes as well as the user, date and time an item is checked off on checklists -- for cases with many hands involved, it would be incredibly beneficial to see if, say, a flag request form had been pri...
Would like to be able to preview data before syncing to my Funeral Innovations site. Right now the sync button immediately posts the information to my live website, which has caused frustration. I would like to be able to see all of the data synci...
0
New
1
Future consideration
