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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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Filter batch forms by custom field dates

Often Funeral Homes use custom fields to track AR related dates. It would be helpful to filter batch forms by the dates in those custom fields
Madison Hicks 4 days ago in Case Management / Batch Forms 0 New

Make everything iPad Friendly

I should be able to use the Passare site on an iPad without issues, but i cannot widen columns on my dashboards or select document templates for esignatures.
Guest 13 days ago in Mobile 0 New

Unmarking "pending" dates should not set a date

When unmarking an event as pending, the date is automatically selecting a nearby time regardless if there was a date and time selected. If the event has a date entered and the pending date checkbox is checked, when unchecking the box to finalize t...
Ryan Patterson 20 days ago in Case Management / Appointments 0 Planned

Events: For Arrangement Meetings, show the staff member's name

In Passare Mobile, in the Events tab, if an Arrangement Meeting is entered, please show with which staff member. It would be helpful to se this information.
Michael Capehart 11 days ago in Mobile 0 New

Additional Fields on Vitals Page for Wisconsin Death Certificate

The state of Wisconsin is requiring some additional fields for their death certificates, and two funeral homes so far have brought this to our attention. They want these fields hardcoded to the Vitals page New Fields: Primary Occupation at the tim...
Adrain Valerio 21 days ago in Case Management / Case 0 Planned

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 about 1 month ago in Case Management / Case 1 Gathering interest

Sub Folders in Standard Forms

Sub Folders would allow us to add many more forms but have them organized per subject so they would be easier to find in a long list of forms
Guest 2 months ago in Case Management / Documents 0 Future consideration

Within the Planning Center, allow families to see the movement of their loved one throughout the care process.

For greater transparency, we would like to give families a way to see the movement of their loved one throughout the care process. The best place to provide this would be in the Planning Center.
Guest 14 days ago in Planning Center 0 Gathering interest

Decedent Tracking Location "Pin Drop"

In the old app when you dropped a pin, you could revisit the dropped pin in the app. We would use this functionality to mark where in the cemetery a grave was so when we came back for final engravings we could easily find the grave. Can we bring t...
Ryan Patterson 3 months ago in Mobile 0 Planned

automated notifications for urn check-ins at specific locations

if an urn is checked in at one of our locations, I’d like the system to automatically notify the staff (via a tagged account or email alert) that it has arrived—without needing someone to also manually send a message or add a note. Ideally, this w...
Ann Marie Terpstra 2 months ago in Case Management / Integrations 0 Future consideration