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...
Could you make the AI Writing tool available outside of a case. I would like to use the AI writing tool to create an obituary outside of a case or be able to use it as a general writing tool for creating poems and other general writings.
Ryan Patterson
42 minutes ago
in Passare API
0
New
It would be great if you could see when/if a payment receipt had been emailed to the family. This would help to ensure they did receive an email and prevent any potential disputes from families claiming they did not receive one.
Passare needs a feature where we can upload a copy of the Working Copy of the Death Certificate (Family Review Sheet.). The family can either approve or reject it. There should be a place for them to type the errors that need to be fixed. If it is...
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.
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...
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.
