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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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Additional Religious Preference Options

As there are many additional religious preferences not already listed it would be helpful if an "Other" option was added that would then allow the director to type the religious preference in. This would alleviate the Passare staff from having to ...
Guest about 1 year ago in Case Management / Case 0 Future consideration

Duplicating Contract

In the event that there are family members who would like the same contract, to save time it could be beneficial to be able to copy/duplicate the contract from one family member to another.
Guest 8 months ago in Case Management / Goods & Services 0 Future consideration

Key Flow Change

when we are entering payments; we key in the amount and then tab to enter date and then it goes to check #. If we could make a change of tabbing to go to the Payer before going to the check # that would be very helpful
Guest 8 months ago in Case Management / Payments & Adjustments 0 Future consideration

date of death type

For the date of death in First Call and Vital Statistics section can there be an option for choose the type of death date like below.
Guest over 1 year ago in Case Management / Data Entry 1 Future consideration

Family and Friends: Add the ability to view details from anywhere names are shown

It would be helpful if you could view a F & F detail from anywhere in Passare where the F & F appears. For example on the Case Summary page. If you need to edit or view details of a F & F, you currently have to go to the F & F page...
Guest 9 months ago in Case Management / Family & Friends 0 Future consideration

Link related cases

We've been using Passare long enough now that we are often burying spouses, siblings, children, etc. of cases already in Passare. A staff member mentioned today that it would be really nice if there were a way to link that case number to the "fami...
Holly Stammis 11 months ago in Case Management / Family & Friends 0 Future consideration

Every page: Top right corner where name, dates, case identifier is located, add the picture of the deceased.

Many times we forget when enering the data of many cases, that there is a person attached to the case number. It would be nice for director and staff to have that reminder. My picture is up in the corner, and I know what I should look like.
Joseph Schuller almost 2 years ago in Case Management / Case 0 Future consideration

Disposition page: Add place to download photo of monument/marker similar to obituary page.

No description provided
Joseph Schuller almost 2 years ago in Case Management / Case 1 Future consideration

Death certificate tracking

it would be nice if there was an easier way of tracking status of a death certificate. I understand you could use checklist, but if there was a dashboard where you can see all your current cases and a specific dash board status. For example, in yo...
Matt Murphy 12 months ago in Case Management / Checklist 0 Future consideration

Checking for Informant Duplicates

Having the option to check for informant duplicates to ensure that the informant is not getting sent info twice from billing, etc.
Guest 12 months ago in Case Management / Case 1 Future consideration