Passare Internal Ideas

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7 Vote

Best practices for entering insurance assignments

How to add PN discounts, PN inflation credit, and the actual insurance assignment.

Created 15 Jan 15:43 by Guest

1 Completed
6 Vote

Add Row Limits for CSV Imports Uploaded to Passare

User Story As an Operations user, I'd like to have a row count limit to any CSV import made into Passare. This would automatically cancel any imports that were too large before they could hinder the system's performance.

Created 10 Feb 21:09 by Guest

1 Completed
3 Vote

Building Obituary Templates

I only saw an article for the use of obituary templates and I am needing one to help train a funeral home on how to build the templates under Admin.

Created 10 Feb 14:30 by Julie Hofmann

0 Completed
2 Vote

The refund transaction needs to credit a bank account.

In most cases, the refund transaction, in Passare, is set up to credit an income account or other current asset account. This is creating an error when customers import into Quickbooks. Quickbooks requires that a check transaction (which is how th...

Created 13 Feb 20:09 by Joanna Gore

1 Completed
2 Vote

Check Boxes to allow multiple price list items to be deleted at once

As of now, items must be deleted one at a time by clicking the trashcan, then clicking confirm. The page will then have to reload and you must repeat this for every item. This can be very time consuming when hundreds of items need to be deleted du...

Created 10 Feb 21:29 by Guest

1 Completed
1 Vote

In the Instance Review KBA need to update the "Price List Notes" embedded link to route to Passare Price List Notes KBA

In the Instance Review KBA need to update the "Price List Notes" embedded link to route to Passare Price List Notes KBA

Created 09 Feb 21:42 by Nic Alvarez

0 Completed
1 Vote

Update Build Imports and Settings KBA, Case Identifier Template Section

Can we update the case identifier section of this Build KBA (https://support.passare.com/build-imports-and-settings) to include a link to the Support KBA (https://support.passare.com/how-to-create-edit-case-identifiers) so that there's specificati...

Created 28 Jan 18:48 by Kaylan Johnson

0 Completed
1 Vote

Update "Add Events to Passare Calendar" KBA

Can we include a note that only the creator of the event can edit it? A FH called confused about why she couldn't edit and mentioned it did not say it on the KBA. I think this is helpful to include :)

Created 26 Jan 20:34 by Jessie Goggans

0 Completed
1 Vote

Edits to Build KBA

We need to add 2 new processes to our build KBAs: 1) We should turn ON the appropriate integrations on the Features & Integrations page. Integrations are indicated in OnBase - Implementation will fully set up the integrations (i.e. contact CFS...

Created 20 Jan 16:50 by Jessie Goggans

0 Completed
1 Vote

DBS Exports

Please add instructions to create DBS exports in the DBS instance setup KBA: https://support.passare.com/passare-business-solutions-setup The reports are titled "DBS AR Report" and "DBS P&A". Please take screenshots from Morman FH (Admin > ...

Created 18 Jan 20:14 by Jessie Goggans

0 Completed