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 140 of 442

2 VOTE

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what

Guest 17 days ago in Case Management / Data Entry 1 Gathering interest

2 VOTE

Check for duplicate decedent names.

Guest 18 days ago in Case Management / Data Entry 0 Already exists

2 VOTE

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

2 VOTE

Family & Friends Spouse Option

It would be very helpful in my opinion to have an available option when a family member is listed to have a space for their spouse or significant other. Also it would need to populate that person in parentheses in the obituary.

Guest 27 days ago in Case Management / Family & Friends 0 Gathering interest

2 VOTE

Additional Religious Preference Options

As there are many additional religious preferences not already listed it would be helpful if an "Other" option was added that would then allow the director to type the religious preference in. This would alleviate the Passare staff from having to ...

Guest about 1 month ago in Case Management / Case 0 Gathering interest

2 VOTE

Bulk Case File Deletion

There needs to be a way to delete case files in bulk, rather than one at a time.

Guest about 2 months ago in Case Management / Case 1 Gathering interest

2 VOTE

Signatures to documents

Would like to challenge Passare to add the ability for customers to sign documents via a pad connected (via USB) to a laptop such as Topaz Systems S460 (I've used in doctor offices, pharmacies, banks, etc.) for them to sign contracts, cremation au...

Elizabeth Reed 4 months ago in Case Management / Printing 0 Future consideration

2 VOTE

Middle name field when creating case

One of my FHs suggested that they would love to have a middle name field in the pop up box when creating a case so that if they already have that information, they do not have to add it in the first call page

Anna Andrews 5 months ago in Case Management / Case 0 Future consideration

2 VOTE

Add 2nd Driver Option to Transfer Page

On the Transfer Page, under Transfer Detail, it would be most helpful if a drop down field would be added for a 2nd Driver. I would think that most funeral homes use 2 staff members when doing a removal from a home. I type the 2nd driver's name in...

Guest 8 months ago in Case Management / Data Entry 0 Future consideration

2 VOTE

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

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