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Case Management

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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 4 days ago in Case Management / Data Entry 0 New

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 8 days ago in Case Management / User Management 0 New

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 13 days ago in Case Management / Accounting 0 New

Adding Option for Mass Deleting of Case Files

Could there be an option to be able to when selecting all of the files in case files to be able to mass delete.
Guest 13 days ago in Case Management / Files 0 New

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 18 days ago in Case Management / Organization Info 0 New

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 20 days ago in Case Management / Price List 0 New

2nd - LEVEL LOG IN AUTHENTICATION

In this world with the pool of nefarious hackers gaining traction in their knowledge of breaching data, it seems VITAL to add 2nd - Level Log in Authentication. If ours or any funeral home database were to be infiltrated the outcome would be catas...
Guest 22 days ago in Case Management / Security 0 New

National VA Cemetery - FH ID Numbers

Just found out VA Cemeteries give ID numbers to FHs. I didn't know about this. My suggestion is to have a space in the location details of a FH location for this info, and then display it at the top of the Veteran Information Tab in any case that ...
Zach Moore 24 days ago in Case Management / Organization Info 0 New

date of death type

For the date of death in First Call and Vital Statistics section can there be an option for choose the type of death date like below.
Guest 27 days ago in Case Management / Data Entry 0 New

Future Price Change Report

Need a report that shows future price changes. If prices are set to change next month, it would be great to be able to see a listing of all prices that have been entered with a new effective date. It would help in proofing all price lists. It woul...
Steve Espolt 29 days ago in Case Management / Price List 0 New