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24 Vote

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.

Created 4 Feb 09:47pm by Product Team

Case Management / Data Entry

1 Future consideration
15 Vote

CRM functionality, Family Members/People should be unified

CRM functionality, Family Members \ People should be unified. Example: Brian Doe and Cindy Doe are the children of John DoeJohn Doe dies - Brian and Cindy are family / children in passareBrian Dies and Cindy is the NOK/Informant.Deceased Brian sho...

Created 24 Jan 02:58pm by Jim Golub

Case Management / Data Entry

3 Future consideration
13 Vote

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

User StoryAs 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 T...

Created 24 Jan 04:02pm by Guest

Case Management / Data Entry

1 Planned
10 Vote

Add Funeral Options Page on Imminent-Need Cases

User StoryImminent Need cases need to have the Funeral Options page available under Arrangement just as Pre-Need and At-Need cases. This is possibly more important on Imminent Need than Pre-Need as the Funeral plans are expected to take place soon...

Created 21 Sep 03:30pm by Kaylan Johnson

Case Management / Data Entry

2 Planned
9 Vote

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.

Created 20 Apr 04:28pm by Guest

Case Management / Data Entry

1 Planned
6 Vote

Checkbox on Vital Stats Page - Pregnant? Yes or No

Funeral Homes that have to use EDRS to request and input Death Certificate info need a checkbox to confirm whether or not the decedent was pregnant on the Vital Statistics page. There is currently nowhere in the case that collects this information...

Created 29 Oct 05:11pm by Kaylan Johnson

Case Management / Data Entry

0 Planned
6 Vote

Phone number fields should have place for extensions.

Lots of churches and organizations have multiple extensions and we currently have to create a note at the bottom of the page that might be missed.

Created 24 Jan 04:26pm by Guest

Case Management / Data Entry

0 Planned
5 Vote

Add Deputy Coroner as an option to D.C. Signed By Dropdown on Vital Stats/First Call Page

Deputy Coroners have the ability to sign Death Certificates but in Passare is not an option in the D. C. Signed By drop down. This is a hindrance because we can not accurately notate who signed the DC if they are a Deputy Coroner. It would be nice...

Created 11 Aug 08:33pm by Sierra Chaffin

Case Management / Data Entry

0 Planned
4 Vote

Copy address

When you pull over data from ASD the family and their phone numbers populate. When you copy over an address to that family member it erases the phone numbers. I didn't understand why my phone numbers were disappearing until I notice system did i...

Created 30 Sep 02:42pm by Guest

Case Management / Data Entry

0 Planned
3 Vote

Populate At-Need tab with Pre-Need information in the case information side bar

When selecting counselor or secondary arranger in the Pre-Need tab it would be convenient to populate the At-Need tab with the name selected in the drop down.

Created 23 Jun 08:32pm by Guest

Case Management / Data Entry

1 Future consideration