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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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Private way to Identify deceased

I would like to provide private access (maybe a link, etc.) for the NOK to verify the identity of the deceased. If they are not coming into the office, possibly out of state but need to identify in order to proceed with arrangements. Might be a pl...
Guest about 4 years ago in Case Management / Case 0 Future consideration

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 over 1 year ago in Case Management / Family & Friends 0 Future consideration

Death certificate tracking

it would be nice if there was an easier way of tracking status of a death certificate. I understand you could use checklist, but if there was a dashboard where you can see all your current cases and a specific dash board status. For example, in yo...
Matt Murphy over 1 year ago in Case Management / Checklist 0 Future consideration

Checking for Informant Duplicates

Having the option to check for informant duplicates to ensure that the informant is not getting sent info twice from billing, etc.
Guest over 1 year ago in Case Management / Case 1 Future consideration

Removal From State disposition option

Please create a "removal from state" disposition option.
Guest over 1 year ago in Case Management / Data Entry 0 Future consideration

ESignature Files

PLEASE add the Esignature Files to the case file listing on the lower right side. Having to go in and look to see if there are any Esignature files is a PAIN.
Guest over 1 year ago in Case Management / Files 0 Future consideration

Adding Disp. of Cremated Remains (Mailing of Cremated Remains)

On the Arrangement Page under Disposition, having an option to have a Disp. of Cremated Remains, one of the drop downs be Mailing of Cremated Remains.
Guest over 1 year ago in Case Management / Case 1 Future consideration

Option to select the coroner who signed off on cremation auth

It would be helpful for documentation's sake and for the EDRS sync if there was an option to say which coroner signed off on the cremation authorization.
Anna Andrews almost 2 years ago in Case Management / Case 1 Future consideration

Add In-State Transfer as an option on Disposition Page

On disposition>Disposition Type, it would be helpful to have the option to select "in state transfer."
Anna Andrews almost 2 years ago in Case Management / Case 0 Future consideration

Allowing Families to Choose Branch to Plan with

Families can choose which branch of a funeral home that they are planning with. May it be that they have other family members who have planned there, or created relationships with someone who works at the funeral home.
Guest almost 2 years ago in Case Management / Appointments 0 Future consideration