đź’ˇ Share your Ideas!
ADD A NEW IDEA

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...
Share feedback 0

All ideas

Showing 637

Additional information needed on "View Check Detail" screen when in Goods and Services

On the Goods and Services screen when clicking on View check details, It would be extremely helpful to see the following, especially when dealing with cash advance accruals: The check transaction. This allows a Vertin user to see at a very quick g...
Londa Darwin almost 2 years ago in Case Management / Goods & Services 0 Planned

Removing the missing signing alert for preneed cases and adding the ability to hide the signing button in preneed cases

There is currently no way to prevent someone from clicking the 'sign' button on preneeds, this can become a problem when preneed cases are signed by staff when they shouldn't be.
Chloe Jonas about 1 year ago in Case Management / Goods & Services 0 Planned

Insurance Company on Pre-Need

Dennis George Funeral Home mentioned that when logging Pre-Needs into Passare there is not a spot for them to input the Insurance Company name.
Guest 3 months ago in Case Management / Case 0 Future consideration

Photo on Case Listing

Please consider adding the photo at the top of each case listing next to name, dates, case identifier so right as you open a case or while you're working on the different pages, the primary photo would always appear.
Guest over 1 year ago in Case Management / Files 0 Future consideration

Expand Details for Open Casket & Body Present Options

Within the Funeral Options section we would like to have the Open Casket and Body Present areas expanded to include text, not just yes or no. We have many instances were the casket is open for a private family visitations and then closed during th...
Guest over 1 year ago in Case Management / Data Entry 0 Future consideration

Adding Additional Categories to Care Center Embalming Fluids

Adding the ability, within Admin > Care Center, to add additional categories with subsequent dropdowns, rather than typing out the additional Fluids underneath "other", especially if there are multiple being added/used in the FH process.
Guest 7 months ago in Case Management 0 Future consideration

Next 7 Days - Daily Schedule of Services

I've been working with a client on their daily schedule of services report. They're needing it to run daily and to show services for the next 7 days. We can do next week, but that's only for the calendar week; it won't update every day. We have th...
Tarrence Price 3 months ago in Case Management / System Report 0 Planned

Convert a preneed case to an imminent-need case

We we get notified of an impending death and there is already a preneed on file, we want to be able to convert that preneed case into an imminent-need case.
Guest about 5 years ago in Case Management / Case 3 Future consideration

Create a Draft or Quote of a Contract

Families often want to see multiple variations of the contract. Would be great to be able to create multiples drafts or quotes within the same case.
JOEL WALTERS about 5 years ago in Case Management / Case / Goods & Services 0 Future consideration

Date file was added

It would be helpful if the case files showed when they were added so if a family adds additional photos, i know which ones are new so that i can download just the news ones to add to a slideshow video
Guest 7 months ago in Case Management / Files 0 Planned