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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...

Data Entry

Showing 39 of 442

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

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

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

Changes to Service Details fields do not prompt to save

If you add data to the various Service Details fields, such as Music, Printed Materials, Flowers, etc., if you change pages without manually saving, Passare does not prompt you to save, therefore you lose everything you typed.
Guest 23 days ago in Case Management / Data Entry 0 Planned

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 3 years ago in Case Management / Data Entry 2 Future consideration

Case Creation Modal - Add Place of Death

On new case creation modal, Passare users would like the ability to fill in Location of Death information (currently on First Call). This would include Location of Death dropdown and corresponding fields (i.e. hospital name, residence address, nur...
Jessie Goggans 5 months ago in Case Management / Data Entry 0 Future consideration

Add weight field to case creation modal

Users would like the option to add in decedent weight on the initial case creation modal, both in the web and mobile apps. Decedent weight is often collected at the time of pickup.
Jessie Goggans 5 months ago in Case Management / Data Entry 1 Future consideration

Ability to Default a Funeral Director

It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.
Guest almost 2 years ago in Case Management / Data Entry 1 Planned

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 2 months ago in Case Management / Data Entry 0 Future consideration

When information is entered on one tab, it updates on all other applicable pages

User Story As a user, I would like for information entered on one tab to populate on all other applicable pages. For example, if you are in a case and navigate to the Arrangement Tab and under disposition: we enter Date of Disposition; Disposition...
Guest about 3 years ago in Case Management / Data Entry 1 Planned