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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 12

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

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

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

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

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

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

Indiana DC worksheet

Indiana DCs have up to 4 potential “Cause of Death” lines, but also offers another section for the Certifier to enter “Significant Conditions Contributing to Death”. Can such a box be added to the Vital Stats page, directly under the Cause of Deat...
Guest 29 days ago in Case Management / Documents 0 Gathering interest

Word Count Obituary

Could we get a word count that would show on the obituary page in Passare? It would be helpful as many of our papers charge per word.
Trae Cody about 1 month ago in Case Management / Obituary 0 Gathering interest

eSignature: Allow reordering

Currently there doesn't appear to be a way to reorder documents in the eSignature box. This is important.
Guest about 1 month ago in Case Management / Case 0 Gathering interest

Checklist autosave

It would be helpful if the checklist boxes would autosave whenever the person who is inputting the information stops moving the mouse (as it does in the planning center). I have went through various checklist steps and forgot to save, and it erase...
Trae Cody about 1 month ago in Case Management / Checklist 0 Gathering interest