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Case Management

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Role/Permission for Deleting Case Files

Currently there is nothing from stopping a Passare user from going into a case and deleting a case file. We currently have existing permissions from checklist tasks being deleted as well as internal notes. Marlan Gary has brought this to my intent...
Chloe Jonas 1 day ago in Case Management / Files 0 Gathering interest

Relationship of Ex-Spouse

In the state of Massachusetts, it is required to have the ex-spouse listed on the death certificate. we currently do not have a way to mark this except for using "other" and cannot map this to a field because it might not always be the exspouse
Madison Hicks 1 day ago in Case Management / Family & Friends 0 Gathering interest

Allowing Families to Choose Branch to Plan with

Families can choose which branch of a funeral home that they are planning with. May it be that they have other family members who have planned there, or created relationships with someone who works at the funeral home.
Guest about 9 hours ago in Case Management / Appointments 0 Gathering interest

Additional information needed on "View Check Detail" screen when in Goods and Services

On the Goods and Services screen when clicking on View check details, It would be extremely helpful to see the following, especially when dealing with cash advance accruals: The check transaction. This allows a Vertin user to see at a very quick g...
Londa Darwin about 1 month ago in Case Management / Goods & Services 0 Planned

Searching for Branches

It would be a time saver if we were able to search for branches on their own, rather than searching for the organization, then branch. Having the ability to search for the branch along with the organization would help us find our homes better.
Guest 6 days ago in Case Management / Search 0 Gathering interest

Multiple Roles for Same User

It would minimize the number of roles we have to create if one user could be assigned more than one role. Example: we have a director who works in our admin department. We would want to assign FD roles as well as Admin. Currently we have to create...
Guest 15 days ago in Case Management / User Management 0 Gathering interest

Add spacing and font options for Organization Message

I regularly send out Organization Messages to staff through Passare. The only problem is that alll text is squished together. There is no ability to space out sentences or paragraphs or bullet points. Additionally, there is no option for bold, ita...
Guest 26 days ago in Case Management / Organization Info 0 Gathering interest

Allow pdf documents to be attached to the note section of checks

It would be helpful to attach invoices to the notes section of a check for quick reference between accounting and the funeral home.
Duane Morey 20 days ago in Case Management / Accounting 0 Gathering interest

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 11 days ago in Case Management / Data Entry 0 Gathering interest

Attach a document to a Rolodex entry

The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
Alex Rydell 9 months ago in Case Management / Rolodex 0 Future consideration