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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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Have the option to add or delete relationships like we can with physicians, churches, cemeteries, etc.

It would be really helpful if we could edit the relationship drop down list so that we do not have to hit other and continue to type an unlisted relationship every time it is needed. We should be able to edit the list ourselves and make it availab...
Guest 17 days ago in Case Management / Data Entry 0 Gathering interest

Alert Preferences for Checklist/Task Notifications

A funeral director brought up that they receive email notifications when anyone edits or completes a task in a checklist. He is the owner of the task but does not want to receive email notifications of this. There is no current setting that we are...
Jennifer Jenson 3 months ago in Case Management / Checklist 0 Future consideration

In Arrangement tab NOTHING SHOULD BE MANDATORY

you might not know all the info when starting the page. and its a real pain
Matt Murphy about 2 months ago in Case Management / Appointments 0 Future consideration

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke almost 1 year ago in Case Management / Data Entry 1 Future consideration

Quick add

When entering a case under the quick add to please add the option to add the middle name or initial...not a requirement! This is especially helpful when adding multiple clients both pre-need and at-need.
Gayla Satre 4 months ago in Case Management / Data Entry 0 Future consideration

Add the ability to distinguish between family balance due and balance paid by pre-need policy

I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...
Corbin Kill almost 1 year ago in Case Management / Goods & Services 0 Future consideration

Field by names to enter pronounciations

When someone's a name has an unusual or difficult pronunciation I would like to have a field near the name where I can enter it phonetically - so other staff can pronounce it properly when speaking with family. For decedent on vitals screen as wel...
Ann Marie Terpstra 8 months ago in Case Management / Family & Friends 0 Future consideration

Allow funeral homes to change the default payment type

Currently, when adding a payment it defaults to "cash" as the payment type. This is the least used payment type for a lot of funeral homes so they would like the ability to default it to card or check since those are used more often
Madison Hicks 5 months ago in Case Management / Payments & Adjustments 0 Planned

Remember Preneed Next of Kin when converting to Atneed

When a preneed case goes atneed and the caller is a family member, you wind up with that family member listed twice in the family and friends section. Could there be a pulldown to select a family member that's already in the family and friends? It...
Angela Anello 2 months ago in Case Management / Data Entry 0 Planned

middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas 11 months ago in Case Management / Family & Friends 1 Planned