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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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Time of Death Visible on Embalming Tab

When entering an embalming report, one of the information boxes requests "Time Between Death and Treatment." I then have to go scrolling through vitals to locate time of death when it would be more efficient if it was also on the embalming tab.
Simone Coplin 7 months ago in Case Management / Care Center 0 Planned

Add a place to add clergy name

Need a place to record the clergy name so that it can be found if we are doing a case and want to see who the clergy was on a previous case.
Charles Evans 7 months ago in Case Management / Data Entry 2 Future consideration

Planning Center tab > Messaging: Show latest message first when more messages are present than will show without scrolling.

Show latest message first when more messages are present than will show without scrolling. Currently, if you have a lengthy conversation in Messaging, when you go to that page, the messages window is shown, with the top-most message first. That's ...
Guest 3 months ago in Case Management / Data Entry 0 New

saving files

It would be really helpful if we could save existing folders into the case files without separating out each document within the folder
Guest 3 months ago in Case Management / Files 0 Future consideration

Display what user is on each page

Sometimes, you can get an error on a page that says "Someone has made changes that conflict with yours...", and this is because someone else is on the page tying to make changes at the same time another user is. It would be helpful, and help strea...
Guest about 1 year ago in Passare API 1 Future consideration

Memo Field under 'add payment' transaction doesn't wrap like the other transaction types

Saul Funeral Home is using the memo field for their 'add payments' transaction on most every transaction they enter. Currently every transaction type BUT add payment will wrap the text for the memo field. For add payment (check/cash/card/ach) the ...
Chloe Jonas 7 months ago in Case Management / Payments & Adjustments 0 Planned

Increased character count in the check # field on transaction

Saul Funeral Home is running into the issue where they do not have enough space in the check # field to put all of the information that they are needing. They have requested that this character count increase or not be limited like it currently is...
Chloe Jonas 7 months ago in Case Management / Payments & Adjustments 0 Planned

Secondary Arranger being mapped for E-Signature 2.0

Jonathon with Holloway reached out to support and was unhappy that he could not assign the secondary arranger to a signature field in 2.0.
Chloe Jonas 4 months ago in Case Management / Data Entry 0 Planned

Checklist customization

I have asked for the ability to customize our checklists instead Passare is working checklists on improving checklists on another platform and the main one could be improved. It is not important for us to see our beautiful logo on all in-house doc...
Elizabeth Reed about 1 year ago in Case Management / Checklist 1 Gathering interest

Option to Copy Deceased's Address for Informant

Often times the informant is the spouse of the decedent. Would be helpful to check a box to copy over the decedent's address as the informant's address.
Guest 4 months ago in Case Management / Family & Friends 0 Planned