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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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Default Reminders for Checklist

I would like to create default reminders for the task that would save within the checklist. Example, reminder set to 24 hours prior to service remind FD if task is not completed.
Reuben Feuerborn over 4 years ago in Case Management / Checklist 0 Future consideration

Case ID not accurate in app UI

On the new mobile app beta when you open a case to view the details, in the "Properties" block, the Case ID is not the actual Case ID, but rather some string of numbers. The correct Case ID DOES appear at the top with the name and also in the main...
Guest over 2 years ago in Mobile 0 Planned

Ability to add a custom video in Collaboration Center

As a user, I would like the ability to add a custom video or a link to the video in the collaboration center. It would be great to be able to put something like a "Meet the Funeral Director" video to allow families to get to know us a little bette...
Product Team over 4 years ago in Planning Center 1 Already exists

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 over 4 years ago in Case Management 1 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

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 over 4 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 over 4 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 over 4 years ago in Case Management / Data Entry 0 Not being considered

Ability to search family names, billing and case info by mobile app

Having family info as well as billing available on the mobile app would be helpful.
Guest over 2 years ago in Mobile 0 Planned

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