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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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I thought it would be super helpful to have the ability to attach the proper form to the checklist item

Having the ability to upload the form to the checklist item would be super convenient and help us ensure that all documents are submitted and we can have someone in our office check for accuracy once they are uploaded to the checklist
Guest 15 days ago in Case Management / Checklist 0 Gathering interest

Create Planning Center Originated documents to show in separate section

Create a tab on the Case Files page to separate files that originated from the Planning Center. Ideally, there would be 3 tabs: 1 for ALL Case Files, including files from the funeral home and the planning center, 1 for case files added only by the...
Madison Hicks 11 days ago in Case Management / Files 0 Gathering interest

Under Funeral Options, add button 'If Cremated Remains' present for service; not just 'Body'

This would help communicate to staff if Urn is present. Not all families want them present
Guest 12 days ago in Case Management / Care Center 0 Gathering interest

Tracking on Desktop Program

It would be very beneficial for us to have tracking on the desktop version, since we don't always have our phones available, particularly when families are picking up urns at our front office.
Guest about 1 month ago in Case Management / Data Entry 1 Gathering interest

Add "Domestic Partner" as a Relationship

Please add "Domestic Partner" as a relationship when entering a family and friend. This is not the same as Common Law or Common Law Spouse. This idea is already planned, please add Domestic Partner as well.
Guest 2 months ago in Case Management / Family & Friends 0 Gathering interest

Veteran Section for Family Members

Next to the demographic section on the vitals page could there be a section that would let you input Veteran Information for the spouse?
Adrain Valerio about 1 month ago in Case Management / Family & Friends 0 Gathering interest

Add Receipt Number to Insurance Assignments (and populate on System Report)

There is no receipt number field on Insurance Assignments, but there is a column for it in the Payments & Adjustments System Report. I think it would be beneficial to be able to log a receipt number in an insurance assignment, at least after t...
Guest 16 days ago in Case Management / Payments & Adjustments 0 Gathering interest

Location of Remains - Medical Examiner's Office

When on the Vitals page, selecting the Location of Remains, you can select "Medical Examiner's Office, but you cannot specify which M.E.'s office they are currently at. This would help to determine which M.E.'s office they are at and have it pull ...
Guest 17 days ago in Case Management / Data Entry 1 Gathering interest

Set file order when sending documents for e-signature.

Dear Passare Team, First off, I want to say that I absolutely LOVE Passare! I'm continually impressed by its depth and functionality, as well as the excellent support from your team. I’m truly grateful for this program and feel fortunate to work a...
Ilex Climenhaga about 2 months ago in Case Management / Files 0 Gathering interest

List States spelled out for ease of use, especially for outside US.

Currently, States are listed as 2-character abbreviations in Vitals, which is commonly needed for DCs and other forms, but users would benefit from seeing the full spelling of States in the dropdown. This would mitigate errors and be especially he...
Kaylan Johnson about 1 month ago in Case Management / Data Entry 0 Gathering interest