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Status Planned
Workspace Case Management
Categories Notes
Created by Product Team
Created on Apr 3, 2020

RELATED IDEAS

Ability to pin important Notes

As a user, it would be great to have the ability to pin important notes about a case somewhere on the page where it is easy to see. Users could also unpin the note once they don't need it anymore. This would help us highlight important information for the future or for other employees in the funeral home.

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  • Lizz Gasbarro
    Reply
    |     Dec 30, 2021

    PLEASE! This would be so very helpful!

1 MERGED

Create a "pop up" that shows every time case is opened

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for times when something really important is going on with a case that all team members need to know and 6 months from now it will still be important to remember! i.e., Financial concern, difficult family member, high areas of concern, etc.
Susan Grieco over 1 year ago in Case Management / Notifications 0 Planned
1 MERGED

Case Banner HOLD

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it would be helpful to color code a banner that would flag a case if certain tags or criteria were selected. Similar to the color coordination on the “Preparation Due” field. If we could flag a case with a red banner if we needed to hold cremation...
Trae Cody over 1 year ago in Case Management / Care Center 0 Planned
3 MERGED

Alert Flag - Case Summary Screen

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I wish Passare had a thing where we could flag a record on the Case Summary screen that indicated there was something out-ot-the-ordinary going on with it. For example: We have a case for Jane Doe. Her sister has called asking for information, DC,...
Guest about 2 years ago in Case Management 0 Planned