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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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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 year ago in Case Management / Checklist 1 Gathering interest

Seach bar, Pin/Save on Notification Page

It was suggested that we add a search feature to the notifications page. It would be beneficial for the search feature to allow you to search any notification no matter how old, even being able to search things you've been tagged in. Also being ab...
Guest 30 days ago in Case Management 0 Gathering interest

Roles & Permissions for Checklist users

When using manual entry of who completed a checklist task, it shows all users in an org. Often this includes accounting users, integration partners, & FDLIC staff that is not working on checklists. Funeral Homes want a way to remove these user...
Madison Hicks about 1 month ago in Case Management / Roles & Permissions 0 Gathering interest

QR Code generation in a case

It would be nice to see Passare incorporate a QR Code generation (or something similar for specific use) within a case. We have a centralized care center for 6 locations and would like to better track personal effects coming from a location to our...
Susan Espinosa about 1 month ago in Case Management / Case 0 Gathering interest

addition

Could you add the full contact info for the the primary purchaser on the case summary page. Right now it looks like the address and zip code is missing. Thank You. Mark olson
Guest 5 days ago in Case Management 0 Gathering interest

Allow for mass selection of cases to change case status types.

It would be nice to be able to change the case status of multipe cases at once without having to go into each individual case and change them one by one.
Guest 13 days ago in Case Management / Case Identifier 0 Gathering interest

Quick add

When entering a case under the quick add to please add the option to add the middle name or initial...not a requirement! This is especially helpful when adding multiple clients both pre-need and at-need.
Gayla Satre 24 days ago in Case Management / Data Entry 0 Gathering interest

Ability to Create Veteran Specific Checklists

There are many steps that are involved in only veteran cases. Funeral Homes would like the option to set a checklist to show only on Veteran Cases, similar to the Client Service Type/disposition filters
Madison Hicks about 1 month ago in Case Management / Checklist 0 Gathering interest

Change Case Status from Dashboard or Mass Archive Cases

I need to clean up open cases because an old staff member wasn't consistently doing it. I know there are 174 cases with no outstanding balance, and I can sort for them. But now I have to open each one individually to close them. If I had a drop-do...
Guest about 1 month ago in Case Management / Automations & Triggers 0 Gathering interest