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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...
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Case Management

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Automated Task Assignment

It would be helpful to have the ability of automatically assign tasks to the "funeral director" and "secondary arranger" assigned to the case. So when a funeral director is assigned to the case the checklist tasks that we deem "FD" tasks would aut...
Ryan Patterson 9 days ago in Case Management / Checklist 0 Gathering interest

Automatically Assign Owners to Checklists When the Checklist is Added Upon Case Creation

It was suggested that it would be useful to have the ability to assign an owner to a checklist automatically added upon case creation. Settings in the backend could include who would automatically be assigned this checklist. This would save time i...
Jennifer Jenson 10 days ago in Case Management / Checklist 0 Gathering interest

Disposition Tab Primary & Secondary

A Passare user has reached out to suggest there be two disposition tabs on the disposition section of Passare. This is what the user has suggested: "On the disposition tab, it would be helpful if you could have a tab on there for primary dispositi...
Guest 24 days ago in Case Management / Case 0 Gathering interest

Middle Name Field when Creating a Case

When initially creating a case, if there could be a field for Middle Name so it can duplicate on the Vitals page.
Guest about 1 month ago in Case Management / Case 0 Gathering interest

Using AI to Enter Information in a Case

A Passare user was wondering if there could be a way to use an AI tool that would gather information when they're taking notes from the family to automatically populate the said information into a case.
Guest 14 days ago in Case Management / Data Entry 0 Gathering interest

Client Service Type Remain at Pre-Need to At-Need Conversion

When converting a pre-need to at-need the client service type is changed to the first CST based on alphabetical order. So If I have "Cremation with Service" pre-need, it is changed to "Body Present Cremation" because B comes before C. Is there a w...
Ryan Patterson about 1 month ago in Case Management / Data Entry 0 Gathering interest

Add First, Middle, and Last names as columns in Survey Reports

Funeral Homes would like to pull each part of the name (first name, middle name, and last name) as individual columns on the survey reports
Madison Hicks 15 days ago in Case Management / System Report 0 Gathering interest

View vs Edit 'Family and Friends'

Once a Family or Friend is entered into the system, it is safe to assume we will need to readily 'view' their contact information on-demand from time to time without necessarily needing to 'edit' their information. It would be nice is 2 small icon...
Guest 17 days ago in Case Management / Family & Friends 1 Gathering interest

Clean Up Preferred/Alternate Name on Family & Friends and Case Summary Pages

First of all, when creating a Family Member, there is no "Preferred Name" field. The field is called "Alternate Name", which isn't consistent to how it's displayed on the Case Summary Page. (Also worth noting that in Decedent Vitals, it's referred...
Guest about 1 month ago in Case Management / Family & Friends 0 Gathering interest

hyperlink family and friends page on dashboard

It would be convenient for the informant and primary purchaser columns on the dashboard were hyperlinked and take you to the family & friends page. similar to how the decedent name and case id take you to the case summary page
Madison Hicks about 1 month ago in Case Management / Reports & Dashboards 0 Gathering interest