Pinned ideas

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...

Case Management

Showing 139

1 VOTE

Indiana DC worksheet

Indiana DCs have up to 4 potential “Cause of Death” lines, but also offers another section for the Certifier to enter “Significant Conditions Contributing to Death”. Can such a box be added to the Vital Stats page, directly under the Cause of Deat...

Guest 8 months ago in Case Management / Documents 0 Future consideration

2 VOTE

Additional Religious Preference Options

As there are many additional religious preferences not already listed it would be helpful if an "Other" option was added that would then allow the director to type the religious preference in. This would alleviate the Passare staff from having to ...

Guest over 1 year ago in Case Management / Case 0 Future consideration

1 VOTE

eSignature: Allow reordering

Currently there doesn't appear to be a way to reorder documents in the eSignature box. This is important.

Guest 8 months ago in Case Management / Case 0 Future consideration

1 VOTE

Checklist autosave

It would be helpful if the checklist boxes would autosave whenever the person who is inputting the information stops moving the mouse (as it does in the planning center). I have went through various checklist steps and forgot to save, and it erase...

Trae Cody 8 months ago in Case Management / Checklist 0 Future consideration

1 VOTE

Pre-Need Family and Friends Self

When completing a Pre-Need Case, on the Family and Friends page and the Self family and friend is listed. If all applicable information that was filled in on the Pre-Need Basics and Vital Statistics Page be filled in on the family and friend's page.

Guest 9 months ago in Case Management / Family & Friends 0 Future consideration

2 VOTE

Allow pdf documents to be attached to the note section of checks

It would be helpful to attach invoices to the notes section of a check for quick reference between accounting and the funeral home.

Duane Morey over 1 year ago in Case Management / Accounting 0 Future consideration

1 VOTE

Dashboard: Perform Mass Actions

It would be very useful to be able to perform mass actions on multiple cases at once from the Dashboard. Some mass action examples might be: Case Status Disposition Type Client Service Type Funeral Director Case Tags ...to name a few. In order to ...

Guest 9 months ago in Case Management / Reports & Dashboards 0 Future consideration

2 VOTE

National VA Cemetery - FH ID Numbers

Just found out VA Cemeteries give ID numbers to FHs. I didn't know about this. My suggestion is to have a space in the location details of a FH location for this info, and then display it at the top of the Veteran Information Tab in any case that ...

Zach Moore over 1 year ago in Case Management / Organization Info 0 Future consideration

1 VOTE

Add link to case on the inventory sold list under the price list items (Admin > Price List)

Currently under any price list item that has inventory, there is a list of what was sold and what is on hand. McLane Funeral Home would like a link to the case number added to this screen so she can easily see what case the items were sold on and ...

Guest 9 months ago in Case Management / Inventory 0 Future consideration

2 VOTE

date of death type

For the date of death in First Call and Vital Statistics section can there be an option for choose the type of death date like below.

Guest over 1 year ago in Case Management / Data Entry 1 Future consideration

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