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Integrations

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automated notifications for urn check-ins at specific locations

if an urn is checked in at one of our locations, I’d like the system to automatically notify the staff (via a tagged account or email alert) that it has arrived—without needing someone to also manually send a message or add a note. Ideally, this w...
Ann Marie Terpstra 2 months ago in Case Management / Integrations 0 Future consideration

Bring over the Vital Statistics information from DIGicon into Passare

Currently DIGicon can capture the Vital Statistics information on the Preneed contract. This can be done on the Vital Statistics page, Thoughtful Decisions Guide, Personal Information Guide, and Memorial Guide. Since Passare has similar fields on ...
Jessie Martin 5 months ago in Case Management / Integrations 0 Future consideration

Digicon notes transfer into Passare as Case notes

Digicon has a notes section that funeral homes use to notate pre-need details outside the normal fields. Passare has a notes section. Can the notes entered into the memorial guide be added as case notes in Passare when Cases are pushed to Passare.
Ryan Patterson 4 months ago in Case Management / Integrations 0 Future consideration

Make processing refunds on credits cards via Deluxe only allowed by permissions

Impact Funeral Group would like us to limit the option for users to process refunds on credit cards via the Deluxe integration. Currently you can limit this for other transactions in Passare but not specifically on a credit card transaction proces...
Julie Hofmann 5 months ago in Case Management / Integrations 0 Planned

EDRS Integration for Trade Calls

Trade call needs the eVitals death certificate. The FH knows that the case can be converted from trade to at-need, but doesn't like that you can't convert it back.
Guest 5 months ago in Case Management / Integrations 0 Future consideration

Include cemetery and arranging director in calendar drop down.

Saves time spent opening case to extract information. Facilitates staff and automotive assignments.
Guest over 3 years ago in Case Management / Integrations 0 Planned

CLAIMCHECK Beneficiary Funeral Home Option

Currently only the servicing funeral home or a person can be selected as the beneficiary on a CLAIMCHECK Assignment. I am needing the option to select another funeral home as the beneficiary, we are seeing insurance policies that are assigned to f...
Denise Chabarria over 5 years ago in Case Management / Integrations 0 Planned

The ability for directors to communicate through a online messaging process to leave notes to each other beyond the case notes.

This would allow us to keep up to date with each other on cases without adding it to the actual case notes section. I also believe this would be a great addition to the mobile app.
Guest almost 3 years ago in Case Management / Integrations 0 Planned

Update statutes of Preneed cases from FD

It has been a huge success having the pre-needs from FD automatically come over from FD to Passare. One concern that has been raised is, "What if the policy cancels or is no longer in good standing?" Once the Preneed contract comes over from FD to...
Jessie Martin almost 2 years ago in Case Management / Integrations 0 Future consideration

Trade Case

It would be nice to be able to have a trade funeral home esign any forms as well as families we are serving. Trade funeral home could sign contracts for work agreement. We could also invite them to planning center to fill out vital information tha...
Guest about 3 years ago in Case Management / Integrations 0 Planned