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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 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

Military Honors Status Needed on Veterans Information Page

I noticed when I took a military honors confirmation that there isn't a specific place in Passare to document this. Nor is there a place for the director to indicate honors were requested. I added my confirmation to the notes section on the vetera...
Guest 11 months ago in Case Management / Data Entry 1 Planned

Cemetery Address on Disposition Page

In the event of adding multiple disposition details, it could be helpful to have both disposition locations listed (Addresses). Recently had a case where there was a cremation and both a burial of cremated remains and the address of the cemetery w...
Guest 12 months ago in Case Management / Case 0 Future consideration

Bring back note origins

I could be wrong, but I believe that before the May 3 notes update, when you viewed the notes page it would list all case notes but also where they originated from within the case, this was helpful because notes didn't require as much detail to be...
Guest 12 months ago in Case Management / Notes 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 12 months ago in Case Management / Appointments 0 Planned

Link related cases

We've been using Passare long enough now that we are often burying spouses, siblings, children, etc. of cases already in Passare. A staff member mentioned today that it would be really nice if there were a way to link that case number to the "fami...
Holly Stammis 12 months ago in Case Management / Family & Friends 0 Future consideration

Ability to see who adds an attachment/case file and when.

Having the ability to see who adds a case file and when they add it would be extremely beneficial. There are situations where you may need to ask somewhere where they got the file or how they got it, and with a bunch of employees it's really hard ...
Guest 12 months ago in Case Management / Files 0 Future consideration

Recognize URLs in web app Notes

It would be great if URLs could be recognized within a Note and opened in the user's default browser.
Guest 12 months ago in Case Management / Notes 0 Planned

Sorting Notes by Ascending and Descending Dates

Given the new update (5/2 or 5/3 2023) where the Notes/Comments section was changed from viewing the most recent note at the bottom to now the newest note at the top; I think it would be useful to be able to sort notes by date and time in ascendin...
Guest about 1 year ago in Case Management / Notes 0 Future consideration

Expanding Copy Pre-Need Contract, At-Need Drop Down

Some items cannot be fully viewed when utilizing the Copy Pre-Need Contract and selecting items for the At-Need Contract. Can we have a way to expand the dropdown in order to see what the full line item?
Guest about 1 year ago in Case Management / Goods & Services 0 Planned