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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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Add "Notes" to the friends and family field

Adding a notes field in family and friends would be helpful when there are specific notes about an individual family member or friend that are helpful for staff to know. I see there is an idea for adding Custom Fields on Family & Friends, but ...
Angela Anello 10 days ago in Case Management / Family & Friends 0 New

Customizing Vitals Page More

I love that the Vitals pages has some customizability. However, I wish it could be even more customizable. When taking a death call or entering information from families, we often have to skip around on the Vitals page because of how everything is...
Toria Tomlinson 16 days ago in Case Management / Case 0 New

Merging contracts

I use passare during preneed appointments to enter the goods and services to base the policy amounts off of that are being prepaid. When FDL creates a new passare file with the policy info, I do like that feature, however, I wish when you merged t...
Guest 9 days ago in Case Management / Goods & Services 0 New

Calendar view controls

Can we restrict the Events calendar view by time of day. for example, the view defaults to start at midnight. we don't have any events from 12:01 am to 7:00am. can we limit the calendar to start with 8:00am, or even start with first scheduled even...
Kurt Edenbach 18 days ago in Case Management / Calendar 0 New

Creating a case within Family and Friends listing

When creating a new case, it would be helpful is the case could be created within the family and friends listing of a previously created case. This would take some workload off of entering the basic information that already exists with the person ...
Guest 10 days ago in Case Management / Case 0 New

Merging duplicate files

We are finding with multiple FDs and admins there are an increasing number of duplicate entries AFTER the initial call, both with specific information being entered (FD will enter the case but admin either misspells the name or forgets to check an...
Guest 10 days ago in Case Management / Accounting 0 New

Add Fax Field for Hospice Organizations

Sometimes we have to fax death certificates to the hospice organization directly. There is a field for a secondary phone number, but not for fax. Could you add a field for the fax number?
Angela Anello 10 days ago in Case Management 0 New

Contract Due Date should be on Goods & Services Tab

The due date for the contract is currently on the Payments & Adjustments Tab, however, it is an extra step to switch back and forth to make sure the due date is on the contract, which is completely inefficient and easy to miss. It would make b...
Angela Anello 10 days ago in Case Management 0 New

Font rendering not good for Large font

Some users have their mobile's font sizes large so they can see text better. In these cases, Passare Mobile doesn't handle the larger font very well. Text gets cut off or truncated. In the truncation cases, can you wrap the text instead? Is it pos...
Guest about 1 month ago in Mobile 0 New

Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara over 5 years ago in Case Management / Accounting / Export/Import / System Report 0 New