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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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A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke 10 months ago in Case Management / Data Entry 1 Future consideration

Add the ability to distinguish between family balance due and balance paid by pre-need policy

I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...
Corbin Kill 10 months ago in Case Management / Goods & Services 0 Future consideration

Field by names to enter pronounciations

When someone's a name has an unusual or difficult pronunciation I would like to have a field near the name where I can enter it phonetically - so other staff can pronounce it properly when speaking with family. For decedent on vitals screen as wel...
Ann Marie Terpstra 6 months ago in Case Management / Family & Friends 0 Future consideration

Quick add

When entering a case under the quick add to please add the option to add the middle name or initial...not a requirement! This is especially helpful when adding multiple clients both pre-need and at-need.
Gayla Satre 2 months ago in Case Management / Data Entry 0 Future consideration

I would like to see Passare ofer Aftercare system. We use one buts its just gotten so expensive that we dont really like to use it.

All families would benefit from it. Its like the survey send out, but instead its 5 cards ayear per family for first holiday, first anniversary of the loss for the first year only. It is ver effective.
Guest about 1 month ago in Case Management / Family & Friends 0 Future consideration

Ability to Create Veteran Specific Checklists

There are many steps that are involved in only veteran cases. Funeral Homes would like the option to set a checklist to show only on Veteran Cases, similar to the Client Service Type/disposition filters
Madison Hicks 2 months ago in Case Management / Checklist 0 Future consideration

QR Code generation in a case

It would be nice to see Passare incorporate a QR Code generation (or something similar for specific use) within a case. We have a centralized care center for 6 locations and would like to better track personal effects coming from a location to our...
Susan Espinosa 3 months ago in Case Management / Case 0 Future consideration

It would be really helpful if more than one item at a time could be deleted from the checklists.

The checklists are inefficient. It is time consuming to delete items one at a time. We do not use this feature as much as we'd like because of this.
Guest 11 months ago in Case Management / Checklist 0 Future consideration

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.
Product Team almost 5 years ago in Case Management / Data Entry 3 Future consideration

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 about 1 year ago in Case Management / Payments & Adjustments 1 Future consideration