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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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Custom Fields Per Case Type

Would be beneficial to have custom fields per case type because if I use all 20 of my custom fields for information on a preneed. I no longer have any custom fields I can use for at-needs.
Sierra Chaffin over 4 years ago in Case Management / Case 0 Shipped

Add Deputy Coroner as an option to D.C. Signed By Dropdown on Vital Stats/First Call Page

Deputy Coroners have the ability to sign Death Certificates but in Passare is not an option in the D. C. Signed By drop down. This is a hindrance because we can not accurately notate who signed the DC if they are a Deputy Coroner. It would be nice...
Sierra Chaffin over 4 years ago in Case Management / Data Entry 0 Shipped

ME Case number field

When we select that the Coroner/ME was contacted, it would be nice to have a field to enter the ME's case number. We need to reference this when we call the Cook County ME's office, and include it on the death certificate. Right now we are just pu...
Holly Stammis over 2 years ago in Case Management / Data Entry 0 Shipped

Create "quick add" fields for Family & Friends

When entering Family & Friends, it would be helpful to have the option to add a family member by name and relationship alone, without going to a separate form to do so. If you wanted to add more detail, you could open up the form to do that af...
Marcus Wilson over 4 years ago in Case Management / Data Entry / Family & Friends 1 Shipped

Add "Married, But Separated" Marital Status to Drop-down Selection

North Carolina includes "Married, but Separated" as a legal status (it was added to the NC Death Certificate in Block 6 in 2017), but it's not available for customers to select from the drop-down.
Rachel Galloway over 4 years ago in Case Management / Data Entry 0 Shipped

Have the ability to present merchandise and packages to families via Passare.

The ability to present merchandise and packages to families via Passare would be a great tool. We already have all of our pricing information in the software. If we could use Passare as a presentation tool to present all options to families I beli...
Guest over 2 years ago in Case Management / Goods & Services 0 Shipped

Connect Funeral Options & Disposition Pages

If we enter in a Burial event on Funeral Options, it should populate a "Burial" disposition on the Disposition page with details, and vice versa. Certain events should allow for these 2 pages to tie together (burials, cremation services, etc) thou...
Jessie Goggans over 3 years ago in Case Management / Data Entry 1 Shipped

Remove Requirements of Event Dates on the PreNeed Funeral Options Page

On a PreNeed Case in the Funeral Options page, you should be able to select the type of service the person hopes to have but it should not REQUIRE dates. Since the person has no idea when their death will occur, can we take off the required date e...
Guest almost 5 years ago in Case Management / Data Entry 1 Shipped

Add task title to Notes page when notes are placed on a checklist task.

When you add a note on a checklist task, there is not enough detail information on the main Notes page to tell you what the note is in reference to. Could we add the task title to the note so that it is more defined? See attached.
Julie Hofmann about 1 year ago in Case Management / Notes 0 Shipped

Copy Single or Multiple Family & Friends

A customer requested the ability to copy Family & Friends (single or multiple) from an existing case to another. This would be for all case types.
Erin Merriott over 2 years ago in Case Management / Family & Friends 0 Shipped