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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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Create Planning Center Originated documents to show in separate section

Create a tab on the Case Files page to separate files that originated from the Planning Center. Ideally, there would be 3 tabs: 1 for ALL Case Files, including files from the funeral home and the planning center, 1 for case files added only by the...
Madison Hicks 1 day ago in Case Management / Files 0 Gathering interest

Tracking app needs ability to use face ID and remember user name and password on private device

It is terribly annoying to have to log in everytime tracking especially as busy as we are. If it's a private device, the app should remember the username and password and/or use facial recognition to access the app.
Angela Anello 3 days ago in Mobile 0 Gathering interest

Under Funeral Options, add button 'If Cremated Remains' present for service; not just 'Body'

This would help communicate to staff if Urn is present. Not all families want them present
Guest 3 days ago in Case Management / Care Center 0 Gathering interest

I thought it would be super helpful to have the ability to attach the proper form to the checklist item

Having the ability to upload the form to the checklist item would be super convenient and help us ensure that all documents are submitted and we can have someone in our office check for accuracy once they are uploaded to the checklist
Guest 5 days ago in Case Management / Checklist 0 Gathering interest

Events Calendar

Access to the Events/Calendar via the Passare App would be extremly helpful for users to access on call schedules, funerals, etc...
Guest 8 days ago in Mobile 0 Gathering interest

Annual comparison case data on Dashboard

With our former company, SRS, we could see our previous year month and this year month comparisons with call volume and dollars per month. I have attached a screen shot.
Guest 4 days ago in Case Management / Admin 0 Gathering interest

Add Remaining Capacity to Dashboard in Passare Pro

With the new capacity option in the mobile app, we are needing a way to see how much room is left at a certain location, but we would like to see it on our dashboards in Passare. Could you add the capacity or remaining capacity (this is ideal) as ...
Julie Hofmann 6 days ago in Case Management / Reports & Dashboards 0 Gathering interest

Add Receipt Number to Insurance Assignments (and populate on System Report)

There is no receipt number field on Insurance Assignments, but there is a column for it in the Payments & Adjustments System Report. I think it would be beneficial to be able to log a receipt number in an insurance assignment, at least after t...
Guest 7 days ago in Case Management / Payments & Adjustments 0 Gathering interest

Fingerprint Scanner

We have currently been using the THUMBIE fingerprint scanner to upload and then move the print to passare but are having some issues with their setup. Maybe, just maybe, there could be a plugin written to attach a bluetooth scanner like this so th...
Trae Cody 28 days ago in Mobile 0 Gathering interest

Location of Remains - Medical Examiner's Office

When on the Vitals page, selecting the Location of Remains, you can select "Medical Examiner's Office, but you cannot specify which M.E.'s office they are currently at. This would help to determine which M.E.'s office they are at and have it pull ...
Guest 8 days ago in Case Management / Data Entry 1 Gathering interest