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...

Case Management

Showing 242

1 VOTE

Add an approval button for check writing.

Impact Funeral Partners has locations all over the US but only two people that can sign checks. They would like Passare to come up with a way for them to approve the checks but allow the site managers to write and print the checks. Ideally, the ma...

Julie Hofmann 10 months ago in Case Management / Accounting 0 Planned

6 VOTE

Ability to mark spouse as deceased from Vital Statistics page

It would be helpful to be able to mark the decedent's spouse as deceased from the Vital Statistics page, like you can do with parents., so that it can carry through to the Friends and Family page.

John Souter almost 5 years ago in Case Management 0 Planned

3 VOTE

Trade Case

It would be nice to be able to have a trade funeral home esign any forms as well as families we are serving. Trade funeral home could sign contracts for work agreement. We could also invite them to planning center to fill out vital information tha...

Guest over 2 years ago in Case Management / Integrations 0 Planned

4 VOTE

Add ME/Coroner County field to the Vital Stats Page

Krause funeral home would like a field added to the Vital Stats page where when the ME/Coroner checkbox is selected, a field pops up for the County. The ME/Coroner County is not always the same as the place of death so they need this for reference...

Julie Hofmann over 3 years ago in Case Management / Data Entry 0 Planned

5 VOTE

"Cancel eSignature Request" Warning Before Deleting Case

Before you delete a case where an eSignature has been requested, there should be warning message to Cancel the Signature request so that the form doesn't get stuck in limbo. Once the form is awaiting signatures, it cannot be edited or deleted from...

Kaylan Johnson over 4 years ago in Case Management 0 Planned

4 VOTE

Cremation is Final Disposition

When you select cremation and the crematory, that information should remain in the boxes for disposition address. If you are burying the cremated remains in a cemetery, it overrides the crematory address and replaces it with the cemetery address. ...

Guest over 3 years ago in Case Management 0 Planned

5 VOTE

Copy address

When you pull over data from ASD the family and their phone numbers populate. When you copy over an address to that family member it erases the phone numbers. I didn't understand why my phone numbers were disappearing until I notice system did it....

Guest over 4 years ago in Case Management / Data Entry 0 Planned

4 VOTE

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.

Julie Hofmann over 3 years ago in Case Management / Case 3 Planned

5 VOTE

Service Details Columns on Case Listing

Would be beneficial to include the location name of the service on the Service Details Columns. Most whiteboards have the date & time along with where it will be held so the funeral directors can see it in passing and not have to click into th...

Guest over 4 years ago in Case Management / Reports & Dashboards 2 Planned

2 VOTE

Recognize URLs in web app Notes

It would be great if URLs could be recognized within a Note and opened in the user's default browser.

Guest almost 2 years ago in Case Management / Notes 0 Planned

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