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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 12 months ago in Case Management / Appointments 0 Planned

Order of Forms in eSignature Dropdown

I am not sure how the documents are currently ordered in the eSignature dropdown but Einan's at Sunset would like to be able to specify the order by category. They have a lot of forms under "Arrangement Forms" and they currently have to scroll to ...
Julie Hofmann 3 months ago in Case Management / Files 0 Future consideration

Checklist customization

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...
Elizabeth Reed about 1 year ago in Case Management / Checklist 1 Planned

Additional information needed on "View Check Detail" screen when in Goods and Services

On the Goods and Services screen when clicking on View check details, It would be extremely helpful to see the following, especially when dealing with cash advance accruals: The check transaction. This allows a Vertin user to see at a very quick g...
Londa Darwin about 2 years ago in Case Management / Goods & Services 0 Planned

Convert a preneed case to an imminent-need case

We we get notified of an impending death and there is already a preneed on file, we want to be able to convert that preneed case into an imminent-need case.
Guest about 5 years ago in Case Management / Case 3 Future consideration

Create a Draft or Quote of a Contract

Families often want to see multiple variations of the contract. Would be great to be able to create multiples drafts or quotes within the same case.
JOEL WALTERS about 5 years ago in Case Management / Case / Goods & Services 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 over 1 year ago in Case Management / Goods & Services 0 Planned

Red Flag a case

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...
Holly Stammis about 2 years ago in Case Management / Files 1 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 almost 2 years ago in Case Management / Files 1 Planned

Ability to bypass multiple signature/initials based on roles

Einans at Sunset would like a quicker way to bypass signatures and initials if there is not a family member that has the role assigned to that field. Example; their direct cremation form asks for initials from NOK1, 2, 3, and 4 but if they only ha...
Julie Hofmann 4 months ago in Case Management / Case 0 Future consideration