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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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Cash Sale: If a case is referenced within a Cash Sale, also reference the Cash Sale in the case

For a Cash Sale, you are able to reference another non-case sale case, which is nice. However, on the referenced case itself, there is no reference to the Cash Sale. It could be helpful if this link was "2-way" and displayed on both records.
Guest about 10 hours ago in Case Management / Case 0 New

Dashboard: Case Reference on Cash Sale not hyperlinked

If you have a Cash Sale and that cash sale references an actual decedent case and you have the Cash Sale Reference column showing on the Dashboard, the Case being referenced is not hyperlinked on the Dashboard. You must open the case to link to th...
Guest about 10 hours ago in Case Management / Case 0 New

I would like to see Passare ofer Aftercare system. We use one buts its just gotten so expensive that we dont really like to use it.

All families would benefit from it. Its like the survey send out, but instead its 5 cards ayear per family for first holiday, first anniversary of the loss for the first year only. It is ver effective.
Guest about 11 hours ago in Case Management / Family & Friends 0 New

E-Signatures - Case Files

Hello, I think that it would be useful for funeral directors if once a form was completed and signed for, they had the ability to add it to case files. Perhaps there can be a button to "add to case files" when you click the elipses or check the bo...
Tarrence Price about 12 hours ago in Planning Center 0 New

FH Specific Default Options in Care Center

It was requested that funeral homes have the ability to set default options in the Care Center that they most commonly use. "The ability to set the default on the embalming page in Passare to reflect normal company procedures (and change these def...
Jennifer Jenson 3 days ago in Case Management / Care Center 1 New

Transfer Report Available on Transfer Care Center Screen

It was requested that since Michigan has recently started requiring case reports about the transfer of a decedent as well as the embalming, that a transfer report be available on the Transfer screen under Care Center as there is an option to print...
Jennifer Jenson 3 days ago in Case Management / Care Center 0 New

Adding Newspaper as an option for "business" in the Rolodex

With the addition of the e-mail option on the obituary page, funeral homes who have added newspapers to their rolodex as "other" do not have the ability to see them in the dropdown on the obit page.
Chloe Jonas 6 days ago in Case Management / Obituary 0 New

Create an override so that the "Preferred Name" overrides the legal name on contracts, reports, etc

Right now, any document generated uses the name you have put in "John Harry Anderson." But if he always went by Harry Anderson then the contract, front door sign, flower cards, etc, will automatically generate his full name, which wouldn't be p...
Guest 6 days ago in Passare API 0 New

eSignature Email

Clevland Funeral Home noted that when sending off documents for eSignature, the email that gets sent off to the family will have the logo and name of the organization. Could there be a way for this rather than to have the organization name, but ra...
Guest 15 days ago in Planning Center 2 Already exists

Allowing Information that is mapped into a form be changed in eSignatures

It was requested that information from a case that is pulled into a form by mapping be allowed to edit or remove when drawing up the document up in eSignatures. Sometimes names are pulled in on certain signature lines b/c the form is mapped for a ...
Jennifer Jenson 8 days ago in Case Management / Documents 0 New