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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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Ability to edit Case File Name

Would like to be able to right click on a case file and change the name of it.
Susan Grieco over 1 year ago in Case Management / Files 0 Planned

Ability to add a person in the Pick up Cremated Remains box

O'Connor would like to be able to add a new person as the Acquaintance in the Pick up Cremated Remains box if the are not already on the family and friends page. It would be more efficient if they could add it here instead of going back to F&F...
Guest almost 2 years ago in Case Management / Care Center 0 Planned

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 about 2 years ago in Case Management / Family & Friends 0 Planned

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 about 1 year ago in Case Management / Care Center 0 Planned

Add ME/Coroner County field to the Vital Stats Page

Krause funeral home would like a field added to the Vital Stats page where when the ME/Coroner checkbox is selected, a field pops up for the County. The ME/Coroner County is not always the same as the place of death so they need this for reference...
Julie Hofmann over 1 year ago in Case Management / Data Entry 0 Planned

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 almost 2 years ago in Case Management / Data Entry 1 Planned

Appointment Name Consistency

When scheduling a PN appt on a PN case, the appt shows up on the Case Summary as "Arrangement Appointment" but shows on the System Calendar as "Pre-Need Appointment". Customer asked that these be consistent as "Pre-Need Appointment".
Erin Merriott over 2 years ago in Case Management / Appointments 0 Planned

Pending Service Filter

It would be helpful to filter cases that have any/all services Pending.
Guest 5 days 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 23 days ago in Case Management / Data Entry 0 Planned

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 8 months ago in Case Management / Family & Friends 0 Planned