Pinned ideas

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 48 of 558

2 VOTE

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 over 1 year ago in Case Management / Data Entry 1 Future consideration

4 VOTE

Check for duplicate decedent names.

Jill Materia over 1 year ago in Case Management / Data Entry 0 Already exists

2 VOTE

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 over 1 year ago in Case Management / Data Entry 0 Planned

1 VOTE

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 over 1 year ago in Case Management / Data Entry 0 Future consideration

2 VOTE

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

10 VOTE

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 over 1 year ago in Case Management / Data Entry 1 Planned

1 VOTE

Add a list for Character of Discharge under the Veterans page

From Julie Silha at Schumacher Kish Funeral Home: With that being said, I promised you some information for the Veteran’s information screen to potentially create a dropdown list for Character of Discharge. Coming from a background of working with...

Guest almost 2 years ago in Case Management / Data Entry 0 Future consideration

3 VOTE

Add 2nd Driver Option to Transfer Page

On the Transfer Page, under Transfer Detail, it would be most helpful if a drop down field would be added for a 2nd Driver. I would think that most funeral homes use 2 staff members when doing a removal from a home. I type the 2nd driver's name in...

Guest almost 2 years ago in Case Management / Data Entry 1 Future consideration

1 VOTE

Populate case info on Cash cases from At Need cases

When I enter a new cash sale from a family that we already served, it would be helpful and time saving if the address info populated when you start to enter the name info

Guest almost 2 years ago in Case Management / Data Entry 0 Future consideration

1 VOTE

Add Coroner/ME contacted box to First call

I'm having a hard time getting this box accurately checked off by staff for every case, and I just realized it's because it's not on the first call page. I'd like to see this check box added to the first call page, preferably by either the locatio...

Holly Stammis about 2 years ago in Case Management / Data Entry 0 Planned

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