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...

Case Management

Showing 359 of 485

3 VOTE

Ability to capture the bank name when adding a check payment

We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.

Guest 1 day ago in Case Management / Payments & Adjustments 0 Gathering interest

1 VOTE

Add "Check Transaction" Name and account number as a column in User Reports

Add "Check Transaction" Name and account number as a column in User Reports under Checks. This is for Clark Funeral Homes

Julie Hofmann about 7 hours ago in Case Management / Check Writing 0 Planned

2 VOTE

Add the ability to @ yourself

Please add the ability to @ yourself. A coworker within our administrative department was adding info to a case on behalf of a funeral director and needed the ability to send an @ notification to herself since she is also the one who completes the...

Guest 12 days ago in Case Management / Notifications 0 Gathering interest

1 VOTE

Include Additional Date Range Options for Reports

Users often need financial information in Quarter timeframes (i.e., Last Quarter, Past Quarter, Quarter to Date), which are not currently offered as Date Range options. The only solution is to manually edit the specific start and end date each tim...

Kaylan Johnson 7 days ago in Case Management / Reports & Dashboards 0 Planned

2 VOTE

Please add Money Order as a Payment Option

We have families who pay with a Money Order. We would like an option to designate as such. Thanks!

Guest 14 days ago in Case Management / Payments & Adjustments 0 Gathering interest

1 VOTE

Put a limit on check amount

I would like to have more control over the checks, my employees use the check-writing option in Passare but I would like to assign them a limit or immediately receive a notification if check is cut over a certain amount

Guest 12 days ago in Case Management / Check Writing 0 Gathering interest

2 VOTE

Checklist customization

I have asked for the ability to customize our checklists instead Passare is working checklists on improving checklists on another platform and the main one could be improved. It is not important for us to see our beautiful logo on all in-house doc...

Elizabeth Reed about 1 month ago in Case Management / Checklist 1 Gathering interest

6 VOTE

Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?

Tarrence Price 3 months ago in Case Management / Appointments 1 Future consideration

3 VOTE

Have the option to show a payment as anonymous on the statement.

No description provided

Guest about 2 months ago in Case Management 0 Gathering interest

1 VOTE

Add task title to Notes page when notes are placed on a checklist task.

When you add a note on a checklist task, there is not enough detail information on the main Notes page to tell you what the note is in reference to. Could we add the task title to the note so that it is more defined? See attached.

Julie Hofmann 19 days ago in Case Management / Notes 0 Planned

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