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PINNED Check for duplicate decedent names.
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...
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Create Family Role "Receiving Cremated Remains"

It would be helpful to see on the family member who is to receive cremated remains. This would be helpful to see on cremation dashboards and forms. This would be particularly helpful when there is a family dispute of any kind. The FD could select ...
Madison Scott about 9 hours ago in Case Management / Family & Friends 0 New

Move Memorial Donations field above obituary field

If the funeral home is listing the memorial donations in the obituary, it would make sense to select the memorial donations organization before getting to the obituary template selection dropdown. Often it is forgotten and then the template is pul...
Madison Scott 1 day ago in Case Management / Obituary 0 New

A Virtual FD's Assistant to Create Cases through ChatBot

What’s the idea?: Integrate a virtual FD's Assistant into Passare so that FDs or families can create and manage cases simply by chatting (WhatsApp, website, or mobile app). Why is this important?: This FD's Assistant is powered by a Large Languag...
Guest 1 day ago in Case Management 0 New

Adding a drag and drop feature to the dashboard

Add drag and drop feature to dashboard to upload case files into multiple cases from one spot. This feature would be beneficial for funeral homes that have multiple files for multiple cases that need to be uploaded.
Guest 2 days ago in Case Management / Reports & Dashboards 0 New

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 2 days ago in Case Management / Appointments 0 New

Create custom groupings for note tagging

Funeral homes would like to create custom groupings of users to tag in notes when it doesnt need to be just one role or all users. For example, when someone needs to tag all FDs and office staff but not the removal team!
Madison Scott 8 days ago in Case Management / Notes 0 New

Allow A Funeral Home or Business To Be Primary Purchaser Without Adding Them To Family & Friends

It has been requested by a Funeral Home the ability to add a Funeral Home or other business to be marked as Primary Purchaser within a case without adding them to the Family and Friends list. If there could be a separate business list that can be ...
Jennifer Jenson 8 days ago in Case Management / Family & Friends 0 New

Sub Folders in Standard Forms

Sub Folders would allow us to add many more forms but have them organized per subject so they would be easier to find in a long list of forms
Guest 2 months ago in Case Management / Documents 0 Future consideration

Make everything iPad Friendly

I should be able to use the Passare site on an iPad without issues, but i cannot widen columns on my dashboards or select document templates for esignatures.
Guest 23 days ago in Mobile 0 Gathering interest

Filter batch forms by custom field dates

Often Funeral Homes use custom fields to track AR related dates. It would be helpful to filter batch forms by the dates in those custom fields
Madison Scott 14 days ago in Case Management / Batch Forms 0 Gathering interest