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Case type suggestions

My staff has a few suggestions/complaints about how cases can be managed due to the case/client type/status. Can we please be allowed to choose a client service type for an Imminent Need case? Preneed cases would be nice too, but it's especially f...
Holly Stammis 9 days ago in Case Management / Data Entry 0 New

Adding Option for Mass Deleting of Case Files

Could there be an option to be able to when selecting all of the files in case files to be able to mass delete.
Guest 18 days ago in Case Management / Files 0 New

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 about 1 month ago in Case Management / Data Entry 0 New

Additional information needed on "View Check Detail" screen when in Goods and Services

On the Goods and Services screen when clicking on View check details, It would be extremely helpful to see the following, especially when dealing with cash advance accruals: The check transaction. This allows a Vertin user to see at a very quick g...
Londa Darwin about 1 month ago in Case Management / Goods & Services 0 New

Signatures to documents

Would like to challenge Passare to add the ability for customers to sign documents via a pad connected (via USB) to a laptop such as Topaz Systems S460 (I've used in doctor offices, pharmacies, banks, etc.) for them to sign contracts, cremation au...
Elizabeth Reed about 2 months ago in Case Management / Printing 0 Gathering interest

Red Flag a case

On occasion, we have really touchy cases. Ones where an estranged (and sometimes deranged) family member is trying to get information they shouldn't have and could cause problems. Or ones where there's an ongoing murder investigation and reporters...
Holly Stammis about 2 months ago in Case Management / Files 0 Gathering interest

There needs to be a spot for "NA" on the parents. The death certificate system has one also. Not everyone knows their parents name. Leslie Buehler is an example on D22-011.

No description provided
Guest 2 months ago in Case Management / Family & Friends 0 Gathering interest

Include Obituary Photo in Messenger Export

It would be very helpful when building out the Messenger Make It! Personal printings, if the photo that's uploaded to the Obituary Photo spot in Passare would be included in the Messenger Export.
Guest 2 months ago in Case Management / Printing 1 Gathering interest

"Add to Dictionary" option on Obituary page to bypass spell check

Funeral home names & cities are often marked as misspelled on the obituary page & can be annoying/distracting to have words underlined multiple times in each obituary. Ex: Falardeau FH in Baldwinsville, both words are underlined every time...
Madison Hicks 2 months ago in Case Management / Obituary 0 Not being considered

Better options for prayer cards

I am very happy with Passare and the forward moving flow of technology in most aspects of this web-based program. I do, however, feel like the program falls short when it comes to memorial printing. The templates provided to me for prayer cards ar...
Guest 2 months ago in Case Management / Printing 0 New