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...

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Showing 485 of 485

1 VOTE

Add "Check Transaction" Name and account number as a column in User Reports

Add "Check Transaction" Name and account number as a column in User Reports under Checks. This is for Clark Funeral Homes

Julie Hofmann about 9 hours ago in Case Management / Check Writing 0 Planned

3 VOTE

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

1 VOTE

Include Additional Date Range Options for Reports

Users often need financial information in Quarter timeframes (i.e., Last Quarter, Past Quarter, Quarter to Date), which are not currently offered as Date Range options. The only solution is to manually edit the specific start and end date each tim...

Kaylan Johnson 7 days ago in Case Management / Reports & Dashboards 0 Planned

2 VOTE

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

1 VOTE

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

2 VOTE

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

1 VOTE

Add task title to Notes page when notes are placed on a checklist task.

When you add a note on a checklist task, there is not enough detail information on the main Notes page to tell you what the note is in reference to. Could we add the task title to the note so that it is more defined? See attached.

Julie Hofmann 19 days ago in Case Management / Notes 0 Planned

1 VOTE

Display what user is on each page

Sometimes, you can get an error on a page that says "Someone has made changes that conflict with yours...", and this is because someone else is on the page tying to make changes at the same time another user is. It would be helpful, and help strea...

Guest 21 days ago in Passare API 0 Gathering interest

1 VOTE

Vitals Beta: Entering Zip Code only no longer populates city/state

Prior to the Vitals Beta implementation, pretty much anywhere in Passare where there were address fields, you could enter the zip code and it would automatically populate the city and state. This is not happening in the Vitals Beta.

Guest 23 days ago in Case Management / Data Entry 0 Planned

1 VOTE

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

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