đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

Case

Showing 240

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 2 months ago in Case Management / Payments & Adjustments 0 Planned

Dashboard: Case Reference on Cash Sale not hyperlinked

If you have a Cash Sale and that cash sale references an actual decedent case and you have the Cash Sale Reference column showing on the Dashboard, the Case being referenced is not hyperlinked on the Dashboard. You must open the case to link to th...
Guest about 1 month ago in Case Management / Case 0 Planned

Transfer Report Available on Transfer Care Center Screen

It was requested that since Michigan has recently started requiring case reports about the transfer of a decedent as well as the embalming, that a transfer report be available on the Transfer screen under Care Center as there is an option to print...
Jennifer Jenson about 1 month ago in Case Management / Care Center 0 Gathering interest

Adding Newspaper as an option for "business" in the Rolodex

With the addition of the e-mail option on the obituary page, funeral homes who have added newspapers to their rolodex as "other" do not have the ability to see them in the dropdown on the obit page.
Chloe Jonas about 1 month ago in Case Management / Obituary 0 Planned

Add Case ID to "AtNeed Fields Required to Sign" Section

French Funeral Home would like the option to require the case id to be entered before they can sign the case. This could go along with the other items in the "AtNeed Fields Required to Sign" Section.
Julie Hofmann 25 days ago in Case Management / Case 0 Planned

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 10 months ago in Case Management / Data Entry 1 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 10 months 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 6 months ago in Case Management / Family & Friends 0 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 2 months ago in Case Management / Data Entry 0 Future consideration

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 9 months ago in Case Management / Family & Friends 1 Planned