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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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Batch Adjustments

Linda at McLane would like us to add batch adjustments to either the batch payments feature or a new feature. She would like to be able to add multiple adjustments at one time for multiple cases from one screen.
Guest 9 months ago in Case Management / Batch Payments 0 Planned

Do Not Require Address Fields in Batch Payments

Currenlty, address information is required for the payer when entering a batch payment. The address information is NOT required on the normal payments screen within a case. This requirement is only on ACH and Credit card. McLane Funeral Home would...
Guest 9 months ago in Case Management / Batch Payments 0 Planned

eSignature-Allow resizing message box

The message box at the last step in eSignatures is super short and, unlike most other text boxes online, you cannot resize it. Please either allow resizing it, or an even better idea would be like this box I'm typing in now. As I add text and hit ...
Guest 9 months ago in Case Management / Case 0 Planned

Adding a Service Location Column on Dashboard

When setting up dashboard, could there be a service location column, so when Funeral Home is setting up whiteboard they are able to see where the service will be at a glance.
Guest over 1 year ago in Case Management / Admin 1 Planned

Family & Friends additional role

We would like to have an additional role in Family & Friends. Called it: Receiving Cremains This is often someone other then the NOK1 who signed the authorization yet they approved and designated someone else to receive or pick them up for them.
Elizabeth Reed 10 months ago in Case Management / Family & Friends 0 Planned

The ability for directors to communicate through a online messaging process to leave notes to each other beyond the case notes.

This would allow us to keep up to date with each other on cases without adding it to the actual case notes section. I also believe this would be a great addition to the mobile app.
Guest over 1 year ago in Case Management / Integrations 0 Planned

Calendar tags take you straight to the event.

Whenever you have a notification that tells you you were tagged in a note on an event in the calendar, you should be able to click the notification and be taken directly to the event instead of just the month.
Guest over 1 year ago in Case Management / Calendar 0 Planned

tagging a role in reminders

Currently in the reminders in Passare you are only able to tag individual users, this is the case for both the body of the reminder in the section where you can tag the user to the reminder. During onsite with Spring Grove they are using reminders...
Chloe Jonas 10 months ago in Case Management / Reminders 0 Planned

adding a user permission/role "this user can" around who can add discounts on the goods & services page

During an onsite training at Spring Grove Funeral Homes, a conversation with Theresa Correa was had about directors not following processes with adding discounts to the G&S page. They are having a hard time controlling the discounts that are b...
Chloe Jonas 10 months ago in Case Management / Goods & Services 0 Planned

Editable Automatic Check Numbering

Customers would like to be able to turn on automatic check numbering but also have the ability to edit that field if necessary prior to printing. Currently the field is not editable and the only work around is to change the numbering option to man...
Erin Merriott over 3 years ago in Case Management / Check Writing 2 Planned