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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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Notification for new self-started and at-need cases

I would like to have a link for families to self-start cases from our website, but I'm hesitant because of the likelyhood that we will miss it. It wouldn't be something that happens often enough that checking it would part of our everyday routine....
Holly Stammis over 1 year ago in Case Management / Notifications 0 Planned

The ability to remove cases with a zero balance when filtering missing signing

When filtering cases on the case listing page there is not a way to currently remove cases with out a contract from the 'missing singing' option. Even when combining 'missing signing' and 'outstanding balance - no' this does not remove the cases t...
Chloe Jonas 10 months ago in Case Management / Search 0 Planned

Family & Friends Radio Button For Deceased

Would be helpful to move radio button for living/deceased up next to name of family friends when entering data instead of having to drop down to additional information everytime.
Clayton White about 1 year ago in Case Management / Family & Friends 0 Planned

Enable replication of case under new case ID (for Spouse)

This would be helpful both on the Preneed and At Need side. For preneed, there are many times when our Preneed counselor enters a preneed for a husband and wife at the same time. On at need, for example, we periodically deal with cases where we ar...
Jay McAfee over 3 years ago in Case Management 0 Planned

Rolodex Roles Selection

Allow you to select multiple roles when creating a rolodex entry. For example, when selecting a caller and you add a nurse. I really want to add a hospice nurse but it does not give me an option.
Dennis Helwig 5 months ago in Case Management / Rolodex 0 Future consideration

Shipping Information Pull From Rolodex

I spoke with Glenn at Mckoon Funeral Home and he said they do a lot of shipping and it would be beneficial for the "ship from" and "ship to" dropdowns to pull from the rolodex. Currently, the only options are the branches of that organization. It ...
Tarrence Price over 2 years ago in Case Management / Rolodex 1 Planned

Reference Case Details for Deceased Family/Friends

When entering a family member and checking the deceased box for that person, make it so you can pull in the date of death, place of burial, etc. from that family member's case entry. Example: The decedent is Jane Smith. We enter Jen Doe as her dec...
Guest 5 months ago in Case Management / Family & Friends 0 Future consideration

Calendar Sync

When the calendar is synced to mobile, it does not list all of the information for the event in Passare. I have attached two screenshots showing the calendar entries for an arrangement meeting. On desktop, the event name is "Arrangement Meeting fo...
Devin Pauly over 2 years ago in Case Management / Calendar 1 Planned

Making End Time for services option on the Funeral Options Page

Johnson Romito Funeral Home does not always publish an end time to their services and would like the option of including a start time without also listing an end time.
Chloe Jonas 10 months ago in Case Management / Data Entry 0 Planned

When searching for a family member on a case, show their name as part of the search results.

Currently, when searching for someone that is a family & friend on a case, there is no way of knowing what case the person is associated with. The search results only show the decedent's name. It would be helpful to also see the name of the fa...
Guest over 2 years ago in Case Management / Case 0 Planned