đź’ˇ Share your Ideas!
ADD A NEW IDEA

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...
Share feedback 0

Case Management

Showing 469

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 4 days ago in Case Management / Roles & Permissions 0 New

Allow funeral homes to change the default payment type

Currently, when adding a payment it defaults to "cash" as the payment type. This is the least used payment type for a lot of funeral homes so they would like the ability to default it to card or check since those are used more often
Madison Hicks 3 days ago in Case Management / Payments & Adjustments 0 New

Notifications

It would be great if we could do a search on our notifications. I am looking for a notification that is over 2 months old. With the limit of only seeing 25 notifications, it is taking some time deleting notifications to find the one that I am look...
Guest 3 days ago in Case Management / Notes 0 New

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 11 days ago in Case Management / Case 0 New

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 7 days 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 11 days ago in Case Management / Automations & Triggers 0 Gathering interest

Place Of Death - Inside City Limits

Is it possible to add "inside city limits yes no" under the death section on vitals? This field exists under the decedent section, and there is also a mapping for place of death inside city limits, but there is no field in Passare. This would be h...
Tarrence Price about 1 month ago in Case Management / Data Entry 0 Gathering interest

Field by names to enter pronounciations

When someone's a name has an unusual or difficult pronunciation I would like to have a field near the name where I can enter it phonetically - so other staff can pronounce it properly when speaking with family. For decedent on vitals screen as wel...
Ann Marie Terpstra 4 months ago in Case Management / Family & Friends 0 Future consideration

User Reports - Outstanding Balances

On the advanced filtering tab in user reports, when you select outstanding balance, you have the options of yes, no, or all cases. If you click yes, it'll pull cases with both negative and positive balances. However, you are given the option of sp...
Tarrence Price 3 months ago in Case Management / User Report 0 Planned

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke 8 months ago in Case Management / Data Entry 1 Future consideration