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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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Custom fields needed in all "Rows show results For" options of user reports

We are needing any custom fields to be available as columns in user reports for all the "Rows show results for" options. This would be for all options under #2 but one example would be that today when building a user report, if you chose Family &a...
Erin Merriott 4 months ago in Case Management / User Report 0 Planned

Warning when saving a price list Item without an associated sales account

When a user adds/edits a price list item. It would be helpful if they received a warning/reminder upon saving if the associated sales account is missing. They should be able to continue saving without entering one, but a notification would help cu...
Erin Merriott 4 months ago in Case Management / Price List 0 Planned

Adding filtering ability to e-signature widget

Ralph Schugar funeral home has requested the ability to see both completed and incomplete e-signature documents on the e-signature widget. Adding the ability to filter the different statuses and also not lose the completed forms from the widget al...
Chloe Jonas 4 months ago in Case Management / Documents 0 Future consideration

QR code tracking for pets

You have the QR code system for humans. Why not have it for pets. It is nice to be able to see the human cases we are serving through the cremation process. Logging in the retort, processor, urn ready to go to location and urn received at location...
Guest over 1 year ago in Case Management / Security 0 Future consideration

Ability to text message families through Passare

The ability to text families through Passare would be awesome! Many families like to communicate this way but many funeral directors choose to not provide their cell phone numbers. If we had this ability through Passare that would be excellent and...
Product Team almost 5 years ago in Case Management 2 Planned

Refund Option Should Include More Than Just Checks

Under payments & adjustments when adding the transaction of a refund there should be fields available for data if it is a credit card refund or a cash refund. Currently there is only a field to indicate the check #. We are noting otherwise in ...
Guest about 1 year ago in Case Management / Payments & Adjustments 0 Not being considered

Allow Multiple Case Listing Widgets on One Dashboard

To mimic several funeral homes whiteboards and or Google Sheets, it would be good to have the ability to add multiple case listing widgets to one dashboard. Then we could have different filters for each widget to see multiple facets of what is goi...
Julie Hofmann over 1 year ago in Case Management / Reports & Dashboards 0 Future consideration

Ability to delete multiple line items from a Case checklist

Not all checklist items are relevant to each case. The ability to delete multiple line items at one time would be very helpful!
Jill Materia almost 2 years ago in Case Management / Checklist 0 Planned

Military Honors Status Needed on Veterans Information Page

I noticed when I took a military honors confirmation that there isn't a specific place in Passare to document this. Nor is there a place for the director to indicate honors were requested. I added my confirmation to the notes section on the vetera...
Guest over 1 year ago in Case Management / Data Entry 1 Planned

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 5 months ago in Case Management / System Report 0 Planned