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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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Make the second factor security token persistent on a browser

Because we deal with personal information and social security numbers a 2nd factor login is very important. However, that token should not expire every time I restart my browser. Make an option for passare to "remember this browser" like every oth...
Jim Golub 7 days ago in Case Management / Security 0 Gathering interest

Different Preparation Options in Care Center

It would be very helpful for us as a funeral home to have a place in the Care Center section to select something beyond "Permission to Embalm." Right now we use the Custom Fields to include Sanitary Care, ID by Photo, and ID Prep, etc. However, it...
Toria Tomlinson 9 days ago in Case Management / Care Center 0 Gathering interest

Require fields and let Case Summary show what's missing

Allow us to set mandatory fields before it can be signed (Date of birth, SS#, payment details, etc). Then make case summary show any missing mandatory fields in one screen.
Jan Smith 26 days ago in Case Management 0 Gathering interest

Preview Case Files

Currently to open a case file you have to download it. Proposing you create an option to hang over the document for a quick preview before having to open and download.
Jan Smith 26 days ago in Case Management 0 Gathering interest

Replying to Notes

When someone writes a note and tags you with the @ sign, create a reply all that automatically retags the people tagged without having to re-enter them. If you forget to tag them in response currently, they never know you responded.
Jan Smith 26 days ago in Case Management 0 Gathering interest

Allow more secure authentication methods

I would love to see some improvements to authentication security. Allow some sort of SSO via Oauth/OIDC to the common authentication providers (Microsoft Entra ID, Okta, etc.). This would allow us to enforce MFA, apply conditional access policies,...
John Meyer 26 days ago in Case Management / Security 0 Gathering interest

Digicon notes transfer into Passare as Case notes

Digicon has a notes section that funeral homes use to notate pre-need details outside the normal fields. Passare has a notes section. Can the notes entered into the memorial guide be added as case notes in Passare when Cases are pushed to Passare.
Ryan Patterson 27 days ago in Case Management / Integrations 0 Gathering interest

Bring over the Vital Statistics information from DIGicon into Passare

Currently DIGicon can capture the Vital Statistics information on the Preneed contract. This can be done on the Vital Statistics page, Thoughtful Decisions Guide, Personal Information Guide, and Memorial Guide. Since Passare has similar fields on ...
Jessie Martin about 2 months ago in Case Management / Integrations 0 Gathering interest

Custom fields with multi select dropdown

When utilizing custom fields, it would be nice to have a "check all that apply" style dropdown where more than one option can be selected at a time
Madison Hicks 29 days ago in Case Management / Data Entry 0 Gathering interest

Feature to generate Cremation ID Numbers

Connelly McKinley currently has a system that generates a cremation id number to match with the cremation coin that goes with the cremated remains. They would like Passare to allow them to start the count at a specific number for instance 68912 an...
Julie Hofmann 16 days ago in Case Management / Data Entry 0 Gathering interest