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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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Add the ability to distinguish between family balance due and balance paid by pre-need policy

I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...
Corbin Kill 2 months ago in Case Management / Goods & Services 0 Future consideration

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke 2 months ago in Case Management / Data Entry 1 Future consideration

It would be really helpful if more than one item at a time could be deleted from the checklists.

The checklists are inefficient. It is time consuming to delete items one at a time. We do not use this feature as much as we'd like because of this.
Guest 3 months ago in Case Management / Checklist 0 Future consideration

Ability to capture the bank name when adding a check payment

We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.
Jill Materia 7 months ago in Case Management / Payments & Adjustments 1 Future consideration

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Jill Materia 4 months ago in Case Management / Data Entry 0 Future consideration

Ability to unselect imminent need once converted to at-need

Johnson-Romito Funeral Home (premium customer) would like to have the ability to unselect the imminent need case type once they convert to at-need in order to differentiate and separate
Chloe Jonas 2 months ago in Case Management / Case 0 Future consideration

Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?
Tarrence Price 10 months ago in Case Management / Appointments 1 Future consideration

Tag Users in Care Center Notes

It would be helpful if funeral directors could tag other users in notes sections in the Care Center. For example, on the Appearance page, in the Hairdressing section the Description of Request box.
Guest 2 months ago in Case Management / Care Center 0 Future consideration

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.
Product Team about 4 years ago in Case Management / Data Entry 3 Future consideration

Cemetery Address on Disposition Page

In the event of adding multiple disposition details, it could be helpful to have both disposition locations listed (Addresses). Recently had a case where there was a cremation and both a burial of cremated remains and the address of the cemetery w...
Guest 11 months ago in Case Management / Case 0 Future consideration