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...
It would be helpful that when a note is entered into an case that the Note section in the toolbar be highlighted to notify us that something has been entered there. Especially if its a pre arrangement and the person passes years later.
Mother's Maiden name is being missed by the family members as it is not an option on family page and the family skips filling it out since they already appear on the family page. Can maiden name be added to parents tab when mother is the selected ...
Change default Reminder on Services to no reminder
Services default to having a 5-minute reminder. This is not very helpful since Funeral Directors often need reminders long before 5 minutes or not at all. It would be helpful if this was defaulted to NO REMINDER and then if the funeral home wants ...
We had a funeral director suggest the ability (not required, just available) to limit the amount of photos that a family could add to a case. She mentioned that they will have families show up with hundreds of photos, and having the ability to lim...
We had a funeral director suggest a system within Passare that could track automobiles, such as location, time until next oil change, what body is in which vehicle, etc. I thought this would be an interesting functionality to implement.
Phone Number/Fax pulling over when Hospice/Hospital are entered
When on the Vitals page, it would be helpful if the Hospice/Hospital phone and fax would pull over without having to select a dr first. Sometimes the FH won't know who the dr is until after the attestation is signed.
Detailed History on Family and Friends Page (Activity Feed)
Similar to the detailed history that is on the Goods and Services & Payments and Adjustments page. A few funeral homes would like to see the activity feed of who is creating family and friends contacts and who is manipulating data in each cont...
Bring over the Vital Statistics information from DIGicon into Passare
Currently DIGicon can capture the Vital Statistics information on the Preneed contract. This can be done on the Vital Statistics page, Thoughtful Decisions Guide, Personal Information Guide, and Memorial Guide. Since Passare has similar fields on ...
Bring the descriptions for "Other" items in DIGicon come over to the Preneed Case in Passare
In DIGIcon, there are many "Other" items listed under the various sections fo the Preneed contract. For Example, Other Merchandise could be the "DVD" or "Memorial package". DIGicon has these descriptions (because they are required) however the inf...
Interested in adding a balance section when searching a case within the "universal" or "general" search bar at the top of Passare to notify funeral homes/staff of a balance due during a quick search of a case.
