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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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Key Flow Change

when we are entering payments; we key in the amount and then tab to enter date and then it goes to check #. If we could make a change of tabbing to go to the Payer before going to the check # that would be very helpful
Guest about 1 year ago in Case Management / Payments & Adjustments 0 Future consideration

Family & Friends additional role

We would like to have an additional role in Family & Friends. Called it: Receiving Cremains This is often someone other then the NOK1 who signed the authorization yet they approved and designated someone else to receive or pick them up for them.
Elizabeth Reed about 1 year ago in Case Management / Family & Friends 0 Planned

Every page: Top right corner where name, dates, case identifier is located, add the picture of the deceased.

Many times we forget when enering the data of many cases, that there is a person attached to the case number. It would be nice for director and staff to have that reminder. My picture is up in the corner, and I know what I should look like.
Joseph Schuller over 2 years ago in Case Management / Case 0 Future consideration

Disposition page: Add place to download photo of monument/marker similar to obituary page.

No description provided
Joseph Schuller over 2 years ago in Case Management / Case 1 Future consideration

Option to list when fingerprints aren't able to be obtained

Currently, there is an option to select yes or no on "fingerprints obtained". Often times, we are unable to obtain them due to various circumstances. I'd like to see an option there, maybe with a note section, that could be "unable to obtain" or "...
Guest over 3 years ago in Case Management / Case 0 Future consideration

adding a user permission/role "this user can" around who can add discounts on the goods & services page

During an onsite training at Spring Grove Funeral Homes, a conversation with Theresa Correa was had about directors not following processes with adding discounts to the G&S page. They are having a hard time controlling the discounts that are b...
Chloe Jonas about 1 year ago in Case Management / Goods & Services 0 Planned

Family and Friends: Add the ability to view details from anywhere names are shown

It would be helpful if you could view a F & F detail from anywhere in Passare where the F & F appears. For example on the Case Summary page. If you need to edit or view details of a F & F, you currently have to go to the F & F page...
Guest about 1 year ago in Case Management / Family & Friends 0 Future consideration

Update "emblem of belief" availability on Veteran Info Page

See screenshots. On the Veteran Info page, when filing claim for marker, there are two options available of the 65 options listed at the bottom of the VA market form. The Latin cross is one of these options in Passare but is not an option on the f...
Anna Andrews over 2 years ago in Case Management / Case 0 Planned

Adding Aquamation/ Alkaline Hydrolysis to Disposition Type on Disposition Page

This FH only does direct cremation and direct aquamation and to record the disposition type for aquamation on the disposition page, they have to select other and type in aquamation every time. It would be great if that could be added to the drop d...
Anna Andrews over 2 years ago in Case Management / Case 2 Planned

Necessary Addition to Embalming Section

When working to complete a case report on the passare system yesterday I noticed that in the fluid dilution "injection" portion of the case report there is no area to input the amount of gallons injected in the 1st, 2nd and 3rd injection areas as ...
Guest almost 4 years ago in Case Management / Data Entry 0 Planned