Pinned ideas

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...

Case

Showing 195 of 561

2 VOTE

Obituary AI needs to pull preceded in death by (Deceased Relatives)

This is not a bug but needed to be an idea: Bojan BojanovicOct 19, 2023 at 9:37 AM CDT @Julie Hofmann i talked with dev who implemented this, there was no requirements this kind so he made this to use only living F&F and family relationship in...

Julie Hofmann 6 months ago in Case Management / Obituary 0 Planned

1 VOTE

Vitals Beta: Unintentional duplication when adding Transfer Authorizer and Embalming Authorizer

On the Vitals page, if adding Transfer Authorizer AND ALSO an Embalming Authorizer and they're the same person, the person gets added to F&F twice.

Guest 6 months ago in Case Management / Data Entry 0 Planned

3 VOTE

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

6 VOTE

Automatic Reminders for Checklist Items

We would like the ability to set automatic reminders to our checklist items. There are some items that are time sensitive and the ability to remind someone based off select criteria would be awesome. An example might be Remind the Assigned Directo...

Jill Materia 7 months ago in Case Management / Checklist 0 Planned

1 VOTE

Allow for multiple Preparation Due dates in the same case - Spring Grove & French

Two of our Premium Support clients that run large care centers, would like the ability to have multiple preparation due dates. The scenario they gave us is that someone could need embalming done by X date and time for an ID View, then need full dr...

Julie Hofmann 7 months ago in Case Management / Care Center 0 Planned

1 VOTE

Add "Terramation" as a disposition type

Now legal in Colorado, Washington, Vermont, and Oregon (soon to be California) I have funeral homes requesting that we add "Terramation" - human composting, as a disposition type in Passare.

Julie Hofmann 7 months ago in Case Management / Case 0 Planned

3 VOTE

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

2 VOTE

Add a date of disposition field for disposition of cremains

Please add in a date of disposition for cremains on the disposition page. We can put in the date of disposition of the deceased but cant put in a date we disposed of the cremains.

Guest 7 months ago in Case Management / Data Entry 0 Planned

10 VOTE

Ability to capture the bank name when adding a check payment

We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.

Jill Materia 7 months ago in Case Management / Payments & Adjustments 1 Future consideration

3 VOTE

Please add Money Order as a Payment Option

We have families who pay with a Money Order. We would like an option to designate as such. Thanks!

Jill Materia 8 months ago in Case Management / Payments & Adjustments 0 Future consideration

Please enter your email address

FILTER BY CATEGORY