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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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Case Management

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Case type suggestions

My staff has a few suggestions/complaints about how cases can be managed due to the case/client type/status. Can we please be allowed to choose a client service type for an Imminent Need case? Preneed cases would be nice too, but it's especially f...
Holly Stammis over 1 year ago in Case Management / Data Entry 0 Future consideration

Good & Services Tags In Price List

In the Price List, you can create G&S and SFG Tags for any given item. However, you can only filter by the SFG Tags in the Price List section within Passare. So as an example, if I wanted to separate my caskets by brand or type using SFG Tags,...
Guest over 1 year ago in Case Management / Price List 0 Future consideration

Ability to Calculate Sales Tax off of Total Taxable Amount

Customer Experience: Currently Passare's Sales Tax is setup to tax by item. In Connecticut they tax based on the Total Taxable Amount at a tiered basis. The customer is taxed on anything over $2500. Passare's current setup for taxing does not supp...
Sierra Chaffin about 3 years ago in Case Management / Accounting 1 Future consideration

There needs to be a spot for "NA" on the parents. The death certificate system has one also. Not everyone knows their parents name. Leslie Buehler is an example on D22-011.

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

Change ability to check whether there is jewelry or pacemaker

Currently, the questions are "Pacemaker removed?" and "Jewelry removed?" There needs to be either an option to ask if there is jewelry or pacemaker and then to ask if removed, or to have a N/A option.
Carol Harley over 1 year ago in Case Management / Care Center 0 Future consideration

Adding Date to Line Items on Goods and Services

It would be a lot easier to add the line item addition date to the goods and services pages rather than having to pull the reports just to simply find a date.
Guest over 1 year ago in Case Management / Goods & Services 0 Future consideration

Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature: Add Manufacturer column (pulling from Price Lis...
Jessie Goggans over 3 years ago in Case Management / Integrations / System Report 1 Future consideration

Default Disposition per Branch

Customer would like to be able to default a disposition per branch like we can for case type per branch. Her example was that the crematory and pet branch disposition will always be cremation (for them).
Erin Merriott over 1 year ago in Case Management / Case 0 Future consideration

Automatically log user, date and time a form is printed.

Passare already automatically tracks contract changes as well as the user, date and time an item is checked off on checklists -- for cases with many hands involved, it would be incredibly beneficial to see if, say, a flag request form had been pri...
Joe Laedtke over 1 year ago in Case Management / Documents 1 Future consideration

Accounting Exports

I would like to be able to enter a transaction, i.e. adjustment, correcting invoice or payment, and have the option to check a box that says "DO NOT EXPORT THIS". This would be helpful in balancing from Passare to Quickbooks. Instead of fixing the...
Belinda Honea over 1 year ago in Case Management / Accounting 0 Future consideration