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...
We are needing the capability to offer a true "Read-Only" to mobile users. There are certain users we need to only view the tracked data and not change it, but currently they can update locations & personal affects while having only a "Read" p...
Jessie Goggans
over 4 years ago
in Mobile
0
Planned
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...
There should be some kind of notification or indicator of completed signatures so a family knows when they are done (i.e., 4 of 5 Complete, etc.). This would help when viewing on a phone or smaller screen where all documents to sign are not readil...
It would be really nice if when downloading from a dashboard view, Passare would maintain the original sort order of the dashboard view that is being downloaded. Instead you have to remember how you had the dashboard set up and re-sort the CSV file.
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
about 2 years 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.
When preparing and selecting for Batch Deposits allow an additional sort by Payment Type but there are only 2 options it provides for are Insurance or Payments; allow to also pull or separate by any Payment Source Types, Check, Credit Card, Cash, ...
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
about 2 years ago
in Case Management
0
Future consideration
0
Not being considered
0
Future consideration
