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Appointments

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Attach and Schedule Passare Users to Services

It would be useful to be able to attach funeral staff to a service so that scheduling would be easier for funeral directors. Client submitted idea and stated one of his previous software would allow him to request a user to work an event. That use...
Ryan Patterson 6 days ago in Case Management / Appointments 0 Planned

Follow up appointment choice in Appointment

We have a survey go out following an arrangement appointment. This initial arrangement gets pulled on a report for our survey process. If we add a 2nd appointment for a follow up on a pending item, we currently add a second arrangement, but then t...
Susan Espinosa 23 days ago in Case Management / Appointments 0 Gathering interest

Unmarking "pending" dates should not set a date

When unmarking an event as pending, the date is automatically selecting a nearby time regardless if there was a date and time selected. If the event has a date entered and the pending date checkbox is checked, when unchecking the box to finalize t...
Ryan Patterson about 2 months ago in Case Management / Appointments 0 Planned

Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?
Tarrence Price over 2 years ago in Case Management / Appointments 1 Future consideration

Display Notes from Funeral Options Events on Case Summary/Schedule of Services section, printouts, and Funeral Options event list

Notes made within the Event on the Funeral Options page do not display outside of the widget for the Event. Notes should be displayed on the Funeral Options page list of events, on the printout for that page/section, as well as on the Case Summary...
Kaylan Johnson 9 months ago in Case Management / Appointments 0 Planned

In Arrangement tab NOTHING SHOULD BE MANDATORY

you might not know all the info when starting the page. and its a real pain
Matt Murphy 10 months ago in Case Management / Appointments 0 Future consideration

Funeral Options - Add Event Fields Blank

On the funeral options page, the fields under add event now have info prefilled. I've spoken with a few funeral homes who have expressed that this causes confusion. Can we perhaps have the event name, date, and time fields default to "select" inst...
Tarrence Price 8 months ago in Case Management / Appointments 0 Future consideration

"Appointment With" Field

On the Vitals page in the Arrangement Section the "Appointment With" field is not currently listed as required but will not let you save the page if you do not input a FD. Could this field either have an asterisk that it is required or be not requ...
Guest 11 months ago in Case Management / Appointments 0 Planned

Multiple Arrangements in the "Appointments Tab"

Is it possible to update Passare so that directors can add more than one arrangement meeting under the "Appointments" tab? On the rare cases where I have to meet with the same family multiple times to go over arrangements, it would be helpful for ...
Guest over 2 years ago in Case Management / Appointments 0 Planned

Add drop down in service entry area on funeral options that states This Event is Not Staffed

This drop down would be very helpful for assistants and people answering the phone to know it is not staffed, it should also show on the page after you save so they do not have to go into the service as if to make changes. In Funeral Options
Guest almost 2 years ago in Case Management / Appointments 0 Planned