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Integrating all rolodexes of the organizations under one umbrella into one

We currently have several locations under the umbrella of Hoy Kilnoski. There are many times we use the same cemetery, church, grave digger, etc. I think it would be great if we could have just one rolodex between all locations rather than having ...
Guest 4 days ago in Case Management / Rolodex 0 Gathering interest

Set default page to open

As the bookkeeper, there are only two screens I look at for the most part. I'm either on Goods & Services or Payments. It would be so awesome if we could set a preferred page for Passare to open to on default. There are others who perform spec...
Lizz Gasbarro 5 days ago in Case Management / User Management 0 Gathering interest

Please add ability to change case file document name in Passare.

I am forced to name the file correctly on my computer from my scanner and I would like the abilty to change a document from say _1_2_3SCAN to "Death Certificate."
Guest 14 days ago in Case Management / Documents 1 Planned

E-mail Receipts from Payment

It would be great if when a payment is processed through passare, there was an option to automatically generate an e-mail to a family member or payor to send a receipt.
Trae Cody 19 days ago in Case Management / Accounting 0 Planned

Add more role tags for ESignature 2.0 Mappings

Several of my funeral homes have documents that require multiple Next of Kin to sign. Currently we have "Role - Next of Kin" for mapping the ESignature to NOK1 but we need to be able to do at least 6 NOK's. This is for Washington and New Jersey cu...
Julie Hofmann about 1 month ago in Case Management / Documents 0 Future consideration

Ability to remove deleted payments from an accounting export

FHOT needs the ability to remove deleted payments from their Quickbooks Payments Export. Ideally this would delete the original payment and its deletion so it would be a wash. Right now, this is causing multiple journal entries that have to be app...
Julie Hofmann about 2 months ago in Case Management / Accounting 0 Gathering interest

Link document templates to checklist

Now that we have a check list dashboard I find that many of my check list items are forms or checks that need to be printed. It would be a huge time saver if the form for that checklist item could be linked to the task and appear on the dashboard ...
Guest 2 months ago in Case Management / Documents 0 Future consideration

Indiana DC worksheet

Indiana DCs have up to 4 potential “Cause of Death” lines, but also offers another section for the Certifier to enter “Significant Conditions Contributing to Death”. Can such a box be added to the Vital Stats page, directly under the Cause of Deat...
Guest 3 months ago in Case Management / Documents 0 Future consideration

It would be helpful if I could chose up to 5-10 cases at a time when importing - especially when some things transfer over but some do not.

Sometimes all the accounting information does not transfer to Quickbooks when using the all cases option. It would be helpful to be able to choose more than one case at a time to export the information.
Guest 3 months ago in Case Management / Accounting 0 Future consideration

Add link to case on the inventory sold list under the price list items (Admin > Price List)

Currently under any price list item that has inventory, there is a list of what was sold and what is on hand. McLane Funeral Home would like a link to the case number added to this screen so she can easily see what case the items were sold on and ...
Guest 4 months ago in Case Management / Inventory 0 Future consideration