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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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Pending Service Filter

It would be helpful to filter cases that have any/all services Pending.
Jill Materia over 1 year ago in Case Management / Case 0 Planned

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.
Jill Materia over 1 year ago in Case Management / Family & Friends 0 Future consideration

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what
Guest over 1 year ago in Case Management / Data Entry 1 Future consideration

Warning when At Need case name matches a Pre Need

This is partially a staff training issue, but it would be nice if when entering a new At Need case, should that first & last name match a PreNeed case, a warning would come up. It would need to be easy to override, but we've had a few times wh...
Holly Stammis over 2 years ago in Case Management / Case 0 Planned

Changes to Service Details fields do not prompt to save

If you add data to the various Service Details fields, such as Music, Printed Materials, Flowers, etc., if you change pages without manually saving, Passare does not prompt you to save, therefore you lose everything you typed.
Guest almost 2 years ago in Case Management / Data Entry 0 Planned

Family & Friends Spouse Option

It would be very helpful in my opinion to have an available option when a family member is listed to have a space for their spouse or significant other. Also it would need to populate that person in parentheses in the obituary.
Guest almost 2 years ago in Case Management / Family & Friends 0 Already exists

Hide Care Center

Ops would like Care Center hidden by default and turn it on by request, like our other features. This feature is not used by all customers and can cause confusion during trainings and for new customers learning the system.
Jessie Goggans over 2 years ago in Case Management / Care Center 0 Planned

Additional Religious Preference Options

As there are many additional religious preferences not already listed it would be helpful if an "Other" option was added that would then allow the director to type the religious preference in. This would alleviate the Passare staff from having to ...
Guest almost 2 years ago in Case Management / Case 0 Future consideration

Linking Cases

It would be nice if you could link one case to another. Lets say your putting in a case and one of the family memebers has passed and that family member was a previous case in passare it would be nice if you could link them so you could look back ...
Matt Murphy almost 4 years ago in Case Management / Family & Friends 0 Planned

Age on Case Menu to show as Years, Month, Day

On the a case menu on the ID Tag, if there could be an ability to have the age show as years, month, days.
Guest 12 months ago in Case Management / Case 0 Future consideration