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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 drop down in service entry area on funeral options that states This Event is Not Staffed

This drop down would be very helpful for assistants and people answering the phone to know it is not staffed, it should also show on the page after you save so they do not have to go into the service as if to make changes. In Funeral Options
Guest 5 months ago in Case Management / Appointments 0 Planned

Ability to check for duplicate social BEFORE you create a case

Upon case creation, we need the ability to check for duplicate social before creating a case. This helps prevent creating duplicate cases. Currently this feature is only available after you have created a case causing issues especially when you ha...
Julie Hofmann 3 months ago in Case Management / Case 0 Future consideration

Removing the missing signing alert for preneed cases and adding the ability to hide the signing button in preneed cases

There is currently no way to prevent someone from clicking the 'sign' button on preneeds, this can become a problem when preneed cases are signed by staff when they shouldn't be.
Chloe Jonas 9 months ago in Case Management / Goods & Services 0 Planned

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...
Guest 11 months ago in Case Management / Data Entry 0 Planned

Multiple Arrangements in the "Appointments Tab"

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 ...
Guest 11 months ago in Case Management / Appointments 0 Planned

Add weight field to case creation modal

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.
Jessie Goggans over 1 year ago in Case Management / Data Entry 1 Planned

Expand Details for Open Casket & Body Present Options

Within the Funeral Options section we would like to have the Open Casket and Body Present areas expanded to include text, not just yes or no. We have many instances were the casket is open for a private family visitations and then closed during th...
Guest 10 months ago in Case Management / Data Entry 0 Future consideration

Refund Option Should Include More Than Just Checks

Under payments & adjustments when adding the transaction of a refund there should be fields available for data if it is a credit card refund or a cash refund. Currently there is only a field to indicate the check #. We are noting otherwise in ...
Guest 6 months ago in Case Management / Payments & Adjustments 0 Not being considered

New Role for Cremains Pickup

While there is a spot in the care center to record who picked up cremains, it would be helpful to add a cremains pickup role like there is a DC recipient role.
Anna Andrews about 2 years ago in Case Management / Family & Friends 2 Planned

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.
Guest 7 months ago in Case Management / Data Entry 0 Future consideration