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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...
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Case Management

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Show Pending Payments in Payments Tab

Currently in the Payments tab of the PC, if there are payments pending, such as a Preneed payment, those are not reflected in the balance. I understand why, but in many cases, those "pending" funds are in fact, guaranteed, but can't be shown as su...
Guest over 1 year ago in Case Management 0 Future consideration

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

Good & Services Tags In Price List

In the Price List, you can create G&S and SFG Tags for any given item. However, you can only filter by the SFG Tags in the Price List section within Passare. So as an example, if I wanted to separate my caskets by brand or type using SFG Tags,...
Guest over 1 year ago in Case Management / Price List 0 Future consideration

There needs to be a spot for "NA" on the parents. The death certificate system has one also. Not everyone knows their parents name. Leslie Buehler is an example on D22-011.

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Guest over 1 year ago in Case Management / Family & Friends 0 Future consideration

Change ability to check whether there is jewelry or pacemaker

Currently, the questions are "Pacemaker removed?" and "Jewelry removed?" There needs to be either an option to ask if there is jewelry or pacemaker and then to ask if removed, or to have a N/A option.
Carol Harley over 1 year ago in Case Management / Care Center 0 Future consideration

Adding Date to Line Items on Goods and Services

It would be a lot easier to add the line item addition date to the goods and services pages rather than having to pull the reports just to simply find a date.
Guest over 1 year ago in Case Management / Goods & Services 0 Future consideration

Default Disposition per Branch

Customer would like to be able to default a disposition per branch like we can for case type per branch. Her example was that the crematory and pet branch disposition will always be cremation (for them).
Erin Merriott over 1 year ago in Case Management / Case 0 Future consideration

Automatically log user, date and time a form is printed.

Passare already automatically tracks contract changes as well as the user, date and time an item is checked off on checklists -- for cases with many hands involved, it would be incredibly beneficial to see if, say, a flag request form had been pri...
Joe Laedtke over 1 year ago in Case Management / Documents 1 Future consideration

Canada firm rolodex entries don't default to Canadian fields (province/postal code)

When creating a new rolodex entry through a case in a Canadian firm, Canada is the default country but it shows county, state, zip fields. If you switch it off Canada to a different country and back to Canada, it show correct fields (province &...
Madison Hicks over 1 year ago in Case Management / Rolodex 0 Planned

Accounting Exports

I would like to be able to enter a transaction, i.e. adjustment, correcting invoice or payment, and have the option to check a box that says "DO NOT EXPORT THIS". This would be helpful in balancing from Passare to Quickbooks. Instead of fixing the...
Belinda Honea over 1 year ago in Case Management / Accounting 0 Future consideration