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Case Management

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Include Obituary Photo in Messenger Export

It would be very helpful when building out the Messenger Make It! Personal printings, if the photo that's uploaded to the Obituary Photo spot in Passare would be included in the Messenger Export.
Guest 2 months ago in Case Management / Printing 1 Gathering interest

Multi Select Items from Checklists

Allow multiple items to be selected for deletion from a checklist. Individual selection and confirmation seems like a needless waste of time.
John Glueckert 3 months ago in Case Management / Checklist 0 Gathering interest

GPL that populates from Passare Price List

I have had multiple Funeral Homes who wish that we would generate and keep updates their GPLs for them based on whatever information is entered in their Passare Price List as this is something that some other softwares offer and they have gotten u...
Anna Andrews about 2 months ago in Case Management / Price List 1 Gathering interest

Add weight field to case creation modal

Users would like the option to add in decedent weight on the initial case creation modal, both in the web and mobile apps. Decedent weight is often collected at the time of pickup.
Jessie Goggans 3 months ago in Case Management / Data Entry 1 Gathering interest

Case Creation Modal - Add Place of Death

On new case creation modal, Passare users would like the ability to fill in Location of Death information (currently on First Call). This would include Location of Death dropdown and corresponding fields (i.e. hospital name, residence address, nur...
Jessie Goggans 3 months ago in Case Management / Data Entry 0 Gathering interest

Adding a Service Location Column on Dashboard

When setting up dashboard, could there be a service location column, so when Funeral Home is setting up whiteboard they are able to see where the service will be at a glance.
Guest about 2 months ago in Case Management / Admin 1 Gathering interest

Red Flag a case

On occasion, we have really touchy cases. Ones where an estranged (and sometimes deranged) family member is trying to get information they shouldn't have and could cause problems. Or ones where there's an ongoing murder investigation and reporters...
Holly Stammis about 2 months ago in Case Management / Files 0 Gathering interest

Calendar tags take you straight to the event.

Whenever you have a notification that tells you you were tagged in a note on an event in the calendar, you should be able to click the notification and be taken directly to the event instead of just the month.
Guest 2 months ago in Case Management / Calendar 3 Gathering interest

Case Activity Feed

Managers and Admins often need to see when a case was deleted and by whom. Additionally, there are questions of when a case switched branches, when/who changed a status or a tag was selected/unselected, etc. Having a page or link to something simi...
Kaylan Johnson 3 months ago in Case Management / Admin 0 Gathering interest

Middle name field when creating case

One of my FHs suggested that they would love to have a middle name field in the pop up box when creating a case so that if they already have that information, they do not have to add it in the first call page
Anna Andrews 3 months ago in Case Management / Case 0 Gathering interest