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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

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Custom fields with multi select dropdown

When utilizing custom fields, it would be nice to have a "check all that apply" style dropdown where more than one option can be selected at a time
Madison Hicks 29 days ago in Case Management / Data Entry 0 Gathering interest

Feature to generate Cremation ID Numbers

Connelly McKinley currently has a system that generates a cremation id number to match with the cremation coin that goes with the cremated remains. They would like Passare to allow them to start the count at a specific number for instance 68912 an...
Julie Hofmann 16 days ago in Case Management / Data Entry 0 Gathering interest

Highlighted notes area

It would be helpful that when a note is entered into an case that the Note section in the toolbar be highlighted to notify us that something has been entered there. Especially if its a pre arrangement and the person passes years later.
Guest about 2 months ago in Case Management / Data Entry 0 Gathering interest

Phone Number/Fax pulling over when Hospice/Hospital are entered

When on the Vitals page, it would be helpful if the Hospice/Hospital phone and fax would pull over without having to select a dr first. Sometimes the FH won't know who the dr is until after the attestation is signed.
Guest about 2 months ago in Case Management / Data Entry 0 Gathering interest