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 would like the ability to set automatic reminders to our checklist items. There are some items that are time sensitive and the ability to remind someone based off select criteria would be awesome. An example might be Remind the Assigned Directo...
Consolidating Notes into a PDF Under Standard Forms
My idea is to create a PDF file that automatically consolidates notes from across the Passare case, organize them by Overview, Documents, Decedent, Arrangement, Care Center and Financials, and have it available under Standard Forms so we don't hav...
Uploading documents to Contacts:It would be really helpful to be able to upload documents to individual "Contacts." (Similar to how we can upload "Case Files" for cases.) For example, cemeteries have price sheets they update regularly. Currently w...
Ability to create multiple goods and services on At need calls
Currently, we can create multiple estimates in pre need cases. This is a very nice option. However, when you create a new at need case, one does not have the ability to create more than one statement of funeral goods. Many families do not know wha...
Schedule Pricing & Cost Visible other than within the item's details
You can schedule future pricing and cost but you can not see it anywhere else other than in the item details page. I had a funeral director bring this up and he would like to see if on the CSV we could include a column for this. Because there is n...
Create an override so that the "Preferred Name" overrides the legal name on contracts, reports, etc
Right now, any document generated uses the name you have put in "John Harry
Anderson." But if he always went by Harry Anderson then the contract, front
door sign, flower cards, etc, will automatically generate his full name,
which wouldn't be p...
Guest
7 months ago
in Case Management
0
Future consideration
ClaimCheck Beneficiary funeral option toggle between multiple branches
When you pick the funeral home as the beneficiary it only pulls the main entity and not any of the branches. If the funeral home has one instance but multiple locations that do business as separate entities they need to have the option to pick the...
Change default sort for eSignatures Complete Dashboard tab
Currently the COMPLETE tab on eSignatures dashboard sorts by Status and if you change to sort by a different column, it reverts back to status. This does not work since the status on all of these documents is "Complete" sorting by date would make ...
Please add an option for E-Transfer for Canadian funeral homes. E-Transfer is a bank-to-bank transfer in Canada that is a very frequent payment method. The payment details would be the same as for an ACH.
