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...

Case

Showing 140 of 442

2 VOTE

Pending Service Filter

It would be helpful to filter cases that have any/all services Pending.

Guest 5 days ago in Case Management / Case 0 Planned

2 VOTE

A place for FHs to enter credit card fee when recording the payment, not on the contract.

I understand based on a note on a previous idea that there are legal reasons to us having a credit card fee calculator, but it would be very helpful to our FHs if there was a way to record credit card fees in Passare for receipts and documentation...

Anna Andrews 10 days ago in Case Management / Payments & Adjustments 0 Gathering interest

2 VOTE

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.

Guest 10 days ago in Case Management / Family & Friends 0 Gathering interest

4 VOTE

Add "Save" button to prompt

If attempting to change pages without saving, you have a prompt pop-up with two options, "Leave" and "Cancel". Why not put a "Save" button there as a third option, so you don't have to first Cancel, then manually Save?

Guest 23 days ago in Case Management / Data Entry 0 Gathering interest

4 VOTE

Ability to delete multiple line items from a Case checklist

Not all checklist items are relevant to each case. The ability to delete multiple line items at one time would be very helpful!

Guest 25 days ago in Case Management / Checklist 0 Gathering interest

2 VOTE

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what

Guest 17 days ago in Case Management / Data Entry 1 Gathering interest

3 VOTE

Ability to Preview Case Files

It would be very valuable to be able to Preview Case Files within Passare. Because the system allows files to be uploaded multiple times, it's difficult to decide what to keep and what should be discarded. Rather than opening each file individuall...

Guest 25 days ago in Case Management / Files 0 Gathering interest

2 VOTE

Check for duplicate decedent names.

Guest 18 days ago in Case Management / Data Entry 0 Already exists

3 VOTE

Second Visitation tags in obituary

It would be great to be able to add the info for a second visitation as tags that I can add to an obit template. I have a FH who will do a public viewing from 4-6 and 6-8 for example and they would like to not have to enter the second service manu...

Anna Andrews about 1 month ago in Case Management / Obituary 0 Gathering interest

1 VOTE

Option to select the coroner who signed off on cremation auth

It would be helpful for documentation's sake and for the EDRS sync if there was an option to say which coroner signed off on the cremation authorization.

Anna Andrews 12 days ago in Case Management / Case 1 Gathering interest

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