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...

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Showing 163

1 VOTE

Set default page to open

As the bookkeeper, there are only two screens I look at for the most part. I'm either on Goods & Services or Payments. It would be so awesome if we could set a preferred page for Passare to open to on default. There are others who perform spec...

Lizz Gasbarro 5 months ago in Case Management / User Management 0 Future consideration

1 VOTE

Batch Forms Sorting by Case Number

Add a option to sort batch forms by case number when you generate them

Guest 6 months ago in Case Management 0 Future consideration

1 VOTE

Age on Case Menu to show as Years, Month, Day

On the a case menu on the ID Tag, if there could be an ability to have the age show as years, month, days.

Guest 6 months ago in Case Management / Case 0 Future consideration

1 VOTE

Add more role tags for ESignature 2.0 Mappings

Several of my funeral homes have documents that require multiple Next of Kin to sign. Currently we have "Role - Next of Kin" for mapping the ESignature to NOK1 but we need to be able to do at least 6 NOK's. This is for Washington and New Jersey cu...

Julie Hofmann 6 months ago in Case Management / Documents 0 Future consideration

1 VOTE

Custom Notification Groups

The ability to @mention roles is great, but we often have exceptions to the permission sets that require a custom role. For example, we might have someone in the Crematory role that also sometimes work in the Care Center, so it would make sense fo...

John Meyer 6 months ago in Case Management / Notifications 0 Future consideration

1 VOTE

Link document templates to checklist

Now that we have a check list dashboard I find that many of my check list items are forms or checks that need to be printed. It would be a huge time saver if the form for that checklist item could be linked to the task and appear on the dashboard ...

Guest 7 months ago in Case Management / Documents 0 Future consideration

1 VOTE

Put a limit on check amount

I would like to have more control over the checks, my employees use the check-writing option in Passare but I would like to assign them a limit or immediately receive a notification if check is cut over a certain amount

Guest 7 months ago in Case Management / Check Writing 0 Future consideration

1 VOTE

Indiana DC worksheet

Indiana DCs have up to 4 potential “Cause of Death” lines, but also offers another section for the Certifier to enter “Significant Conditions Contributing to Death”. Can such a box be added to the Vital Stats page, directly under the Cause of Deat...

Guest 8 months ago in Case Management / Documents 0 Future consideration

1 VOTE

eSignature: Allow reordering

Currently there doesn't appear to be a way to reorder documents in the eSignature box. This is important.

Guest 8 months ago in Case Management / Case 0 Future consideration

1 VOTE

Checklist autosave

It would be helpful if the checklist boxes would autosave whenever the person who is inputting the information stops moving the mouse (as it does in the planning center). I have went through various checklist steps and forgot to save, and it erase...

Trae Cody 8 months ago in Case Management / Checklist 0 Future consideration

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