Pinned ideas

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...

Case Management

Showing 139

1 VOTE

Family and Friends: Add the ability to view details from anywhere names are shown

It would be helpful if you could view a F & F detail from anywhere in Passare where the F & F appears. For example on the Case Summary page. If you need to edit or view details of a F & F, you currently have to go to the F & F page...

Guest 10 months ago in Case Management / Family & Friends 0 Future consideration

1 VOTE

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

1 VOTE

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 about 1 year ago in Case Management / Checklist 0 Future consideration

1 VOTE

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 about 1 year ago in Case Management / Case 1 Future consideration

1 VOTE

Removal From State disposition option

Please create a "removal from state" disposition option.

Guest about 1 year ago in Case Management / Data Entry 0 Future consideration

1 VOTE

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 about 1 year ago in Case Management / Files 0 Future consideration

1 VOTE

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 about 1 year ago in Case Management / Case 1 Future consideration

1 VOTE

"Other" Rolodex Entries added as a payer

Having the option to have a Rolodex entry that is listed as "Other" on the "Other-Organization" be able to have the option to be added as payer on the payments and adjustments. Especially when that organization is used frequently.

Guest about 1 year ago in Case Management / Rolodex 0 Future consideration

1 VOTE

Price list required field

This idea is similar to the "must be pulled from inventory" check mark on items, but it would be for services...it would "require partnered field" or something. For example, if we have a "crematory fee", there must also be a "coroner's permit" or ...

Holly Stammis about 1 year ago in Case Management / Price List 0 Future consideration

1 VOTE

Alphabetize only the last name that you are searching

ex. When I search for last name Hill, it brings up any name that has hill in it. Such as Hilligoss, Philip, Churchill, etc. Is there a way to close the search to only Hill as the last name? When searching it can be time consuming to look through a...

Guest about 1 year ago in Case Management / Case Identifier 0 Future consideration

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