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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...

Case Management

Showing 17

Alphabetize only the last name that you are searching

ex. When I search for last name Hill, it brings up any name that has hill in it. Such as Hilligoss, Philip, Churchill, etc. Is there a way to close the search to only Hill as the last name? When searching it can be time consuming to look through a...
Guest 6 days ago in Case Management / Case Identifier 0 Gathering interest

A place for FHs to enter credit card fee when recording the payment, not on the contract.

I understand based on a note on a previous idea that there are legal reasons to us having a credit card fee calculator, but it would be very helpful to our FHs if there was a way to record credit card fees in Passare for receipts and documentation...
Anna Andrews 7 days ago in Case Management / Payments & Adjustments 0 Gathering interest

On the top banner of a case it would be helpful to have the age of the decedent in the format of years, months and days instead of just years.

No description provided
Michael Steele 7 days ago in Case Management / Profile 0 Gathering interest

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.
Guest 7 days ago in Case Management / Family & Friends 0 Gathering interest

Ability to change the order of Custom Fields

It would very helpful to be able to change the order of our custom fields. Also, when fields are removed and added the numbering sequence gets completely thrown off.
Guest 7 days ago in Case Management 1 Gathering interest

Option to select the coroner who signed off on cremation auth

It would be helpful for documentation's sake and for the EDRS sync if there was an option to say which coroner signed off on the cremation authorization.
Anna Andrews 9 days ago in Case Management / Case 1 Gathering interest

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what
Guest 14 days ago in Case Management / Data Entry 1 Gathering interest

Add In-State Transfer as an option on Disposition Page

On disposition>Disposition Type, it would be helpful to have the option to select "in state transfer."
Anna Andrews 20 days ago in Case Management / Case 0 Gathering interest

Add "Save" button to prompt

If attempting to change pages without saving, you have a prompt pop-up with two options, "Leave" and "Cancel". Why not put a "Save" button there as a third option, so you don't have to first Cancel, then manually Save?
Guest 20 days ago in Case Management / Data Entry 0 Gathering interest

Create Permissions for Creating Dashboards/Adding Dashboard Columns

Einan's at Sunset has a transfer team that currently only has permissions to the Decedent Tracking app. However, since they have a Passare log in, they can also access the full dashboard and add any columns that they want to see. This funeral home...
Guest 21 days ago in Case Management / Roles & Permissions 0 Gathering interest