đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

Case

Showing 313 of 821

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 4 days 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 5 days ago in Case Management / Obituary 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 6 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 12 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 12 days ago in Case Management / Family & Friends 0 New

Disposition Tab Primary & Secondary

A Passare user has reached out to suggest there be two disposition tabs on the disposition section of Passare. This is what the user has suggested: "On the disposition tab, it would be helpful if you could have a tab on there for primary dispositi...
Guest about 2 months ago in Case Management / Case 1 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 1 month ago in Case Management / Appointments 0 Planned

Additional Fields on Vitals Page for Wisconsin Death Certificate

The state of Wisconsin is requiring some additional fields for their death certificates, and two funeral homes so far have brought this to our attention. They want these fields hardcoded to the Vitals page New Fields: Primary Occupation at the tim...
Adrain Valerio about 1 month ago in Case Management / Case 0 Planned

Middle Name Field when Creating a Case

When initially creating a case, if there could be a field for Middle Name so it can duplicate on the Vitals page.
Guest 2 months ago in Case Management / Case 0 Planned

Client Service Type Remain at Pre-Need to At-Need Conversion

When converting a pre-need to at-need the client service type is changed to the first CST based on alphabetical order. So If I have "Cremation with Service" pre-need, it is changed to "Body Present Cremation" because B comes before C. Is there a w...
Ryan Patterson 2 months ago in Case Management / Data Entry 0 Planned