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...
Users would like the option to add in decedent weight on the initial case creation modal, both in the web and mobile apps. Decedent weight is often collected at the time of pickup.
On occasion, we have really touchy cases. Ones where an estranged (and sometimes deranged) family member is trying to get information they shouldn't have and could cause problems. Or ones where there's an ongoing murder investigation and reporters...
Pending Event date should not auto-populate a date
When the pending event date box is checked, it would be great if the date and time were blank by default. This is used a lot when families know what type of service they want but do not know what day is going to work with family/venue, this is als...
Add Receipt Number to Insurance Assignments (and populate on System Report)
There is no receipt number field on Insurance Assignments, but there is a column for it in the Payments & Adjustments System Report. I think it would be beneficial to be able to log a receipt number in an insurance assignment, at least after t...
Care Center Merchandise does not show the full name
On the Merchandise page, the items added (caskets, urns, vaults, memorial merch) from the g&s page are in a greyed-out box that does not allow you to see the full name. Even when hovering the full name of the item will not appear.
Add Field for Time of Birth for Infant Age Accuracy
In the First Call and Vital Statics pages, there doesn't appear to be a place to write the Decedent's Time of Birth. While that's not a very standard piece of information, it would be beneficial to provide a conditional field to select the time of...
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...
I have asked for the ability to customize our checklists instead Passare is working checklists on improving checklists on another platform and the main one could be improved. It is not important for us to see our beautiful logo on all in-house doc...
Is it possible to update Passare so that directors can add more than one arrangement meeting under the "Appointments" tab? On the rare cases where I have to meet with the same family multiple times to go over arrangements, it would be helpful for ...
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...
