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...
Add weight and height to all case types, entry in First Call
When creating a first call, a weight is essential to know the personnel and resources needed for the pickup, regardless if it is a cremation or not. Height would also be helpful as it is a good identifier of the decedent.
We had a funeral director suggest a system within Passare that could track automobiles, such as location, time until next oil change, what body is in which vehicle, etc. I thought this would be an interesting functionality to implement.
Carl Kimbrough
4 months ago
in Case Management
0
Future consideration
We have a lot of funeral homes that have specific documents per branch. For example, a different contract for each branch. or branches that are in different cities/states require different forms. Being able to assign forms to only certain location...
I recognize that this is an American company, but formatting dates 03/07/24 doesn't work universally in other countries - it could be interpreted as March 7 or July 3, depending on who is submitting the information. This has a high likelihood of c...
Guest
8 months ago
in Case Management
1
Future consideration
Add Field for Time of Birth for Infant Age Accuracy
In the First Call and Vital Statics pages, there doesn't appear to be a place to write the Decedent's Time of Birth. While that's not a very standard piece of information, it would be beneficial to provide a conditional field to select the time of...
It would be nice to see Passare incorporate a QR Code generation (or something similar for specific use) within a case. We have a centralized care center for 6 locations and would like to better track personal effects coming from a location to our...
Susan Espinosa
12 months ago
in Case Management / Case
0
Future consideration
Is it possible to update Passare so that directors can add more than one arrangement meeting under the "Appointments" tab? On the rare cases where I have to meet with the same family multiple times to go over arrangements, it would be helpful for ...
It would be very valuable to be able to Preview Case Files within Passare. Because the system allows files to be uploaded multiple times, it's difficult to decide what to keep and what should be discarded. Rather than opening each file individuall...
Make processing refunds on credits cards via Deluxe only allowed by permissions
Impact Funeral Group would like us to limit the option for users to process refunds on credit cards via the Deluxe integration. Currently you can limit this for other transactions in Passare but not specifically on a credit card transaction proces...
