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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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Link related cases

We've been using Passare long enough now that we are often burying spouses, siblings, children, etc. of cases already in Passare. A staff member mentioned today that it would be really nice if there were a way to link that case number to the "fami...
Holly Stammis about 2 years ago in Case Management / Family & Friends 0 Future consideration

Removal From State disposition option

Please create a "removal from state" disposition option.
Guest about 2 years ago in Case Management / Data Entry 0 Future consideration

Adding Disp. of Cremated Remains (Mailing of Cremated Remains)

On the Arrangement Page under Disposition, having an option to have a Disp. of Cremated Remains, one of the drop downs be Mailing of Cremated Remains.
Guest about 2 years ago in Case Management / Case 1 Future consideration

Option to select the coroner who signed off on cremation auth

It would be helpful for documentation's sake and for the EDRS sync if there was an option to say which coroner signed off on the cremation authorization.
Anna Andrews over 2 years ago in Case Management / Case 1 Future consideration

Add In-State Transfer as an option on Disposition Page

On disposition>Disposition Type, it would be helpful to have the option to select "in state transfer."
Anna Andrews over 2 years ago in Case Management / Case 0 Future consideration

Allowing Families to Choose Branch to Plan with

Families can choose which branch of a funeral home that they are planning with. May it be that they have other family members who have planned there, or created relationships with someone who works at the funeral home.
Guest over 2 years ago in Case Management / Appointments 0 Future consideration

Case type suggestions

My staff has a few suggestions/complaints about how cases can be managed due to the case/client type/status. Can we please be allowed to choose a client service type for an Imminent Need case? Preneed cases would be nice too, but it's especially f...
Holly Stammis over 2 years ago in Case Management / Data Entry 0 Future consideration

Default Reminders for Checklist

I would like to create default reminders for the task that would save within the checklist. Example, reminder set to 24 hours prior to service remind FD if task is not completed.
Reuben Feuerborn about 5 years ago in Case Management / Checklist 0 Future consideration

There needs to be a spot for "NA" on the parents. The death certificate system has one also. Not everyone knows their parents name. Leslie Buehler is an example on D22-011.

No description provided
Guest over 2 years ago in Case Management / Family & Friends 0 Future consideration

Adding Date to Line Items on Goods and Services

It would be a lot easier to add the line item addition date to the goods and services pages rather than having to pull the reports just to simply find a date.
Guest over 2 years ago in Case Management / Goods & Services 0 Future consideration