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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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Add weight and height to all case types, entry in First Call

When creating a first call, a weight is essential to know the personnel and resources needed for the pickup, regardless if it is a cremation or not. Height would also be helpful as it is a good identifier of the decedent.
Dan OBrien about 1 year ago in Case Management / Data Entry 0 Planned

Ability to delete multiple line items from a Case checklist

Not all checklist items are relevant to each case. The ability to delete multiple line items at one time would be very helpful!
Jill Materia over 1 year ago in Case Management / Checklist 0 Planned

Ability to Preview Case Files

It would be very valuable to be able to Preview Case Files within Passare. Because the system allows files to be uploaded multiple times, it's difficult to decide what to keep and what should be discarded. Rather than opening each file individuall...
Jill Materia over 1 year ago in Case Management / Files 0 Planned

Make the parents' "deceased" button the top question, not last

so often the funeral directors forget to ask this question, or staff leave the default "no" option marked. It might be nice if the default was "yes" that the parents are deceased, because they usually are, and if this question were either in the f...
Holly Stammis over 2 years ago in Case Management / Data Entry 1 Planned

We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

This would give our families two customized estimates without the hassle of re-entering.
Guest over 2 years ago in Case Management / Goods & Services 1 Planned

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 2 years 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 about 3 years ago in Case Management / Care Center 0 Planned

Copy address

When you pull over data from ASD the family and their phone numbers populate. When you copy over an address to that family member it erases the phone numbers. I didn't understand why my phone numbers were disappearing until I notice system did it....
Guest over 3 years 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 about 2 months ago in Case Management / Family & Friends 0 Planned

Vitals - Marital Status - If "Widowed" selected and spouse name is entered, make the spouse Deceased

In the new Vitals page, when you select a marital status of anything other than single or never married, the spouse fields appear, which is great. However, to improve this, if the marital status chosen was "Widowed", the spouse entered, should als...
Guest 3 months ago in Case Management / Family & Friends 0 Planned