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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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Add @ symbol to be default key on the keyboard for Notes and Comments

We already do this on the login page, we should also do it for Notes and Comments.
Josh McQueen 12 months ago in Mobile 0 Planned

Recognize URLs within Mobile notes

It would be great if URLs could be recognized within a Note and opened in the user's default browser.
Guest 12 months ago in Mobile 0 Planned

Expanding Copy Pre-Need Contract, At-Need Drop Down

Some items cannot be fully viewed when utilizing the Copy Pre-Need Contract and selecting items for the At-Need Contract. Can we have a way to expand the dropdown in order to see what the full line item?
Guest about 1 year ago in Case Management / Goods & Services 0 Planned

Adding a space for notes in Planning Center between family and FD

I had a FH suggest that there be a field in the Planning Center where FDs and Families can exchange notes. I think this would be a great way to have less emailing between these parties. Also so families can write notes to each other when they live...
Anna Andrews about 2 years ago in Planning Center 3 Planned

Insurance Tracking

We have a payment form for Insurance and it will show as Pending until payment comes through. However, Passare only allows tracking if we use CLAIMCHECK and we do our own in-house on insurance assignments. The dashboard view created will show noth...
Elizabeth Reed about 2 years ago in Case Management / Reports & Dashboards 1 Planned

Update "emblem of belief" availability on Veteran Info Page

See screenshots. On the Veteran Info page, when filing claim for marker, there are two options available of the 65 options listed at the bottom of the VA market form. The Latin cross is one of these options in Passare but is not an option on the f...
Anna Andrews about 2 years ago in Case Management / Case 0 Planned

Add a generic "insurance info" tab

Please create a screen for data entry specifically pertinent to insurance policies. It would be very helpful to be able to have everything in one place so at a glance, you could see who holds the policy, the policy number, death benefit, a checkbo...
Guest about 1 year ago in Case Management / Data Entry 0 Planned

Adding Aquamation/ Alkaline Hydrolysis to Disposition Type on Disposition Page

This FH only does direct cremation and direct aquamation and to record the disposition type for aquamation on the disposition page, they have to select other and type in aquamation every time. It would be great if that could be added to the drop d...
Anna Andrews about 2 years ago in Case Management / Case 2 Planned

Payment screen- Payor address Tab stops are out of order

Not a huge problem, but for those of us who are keyboard people and prefer to not use the mouse to activate a field..... When adding a payment, and adding the address details for the payor, the tab stops for the address are not in the correct orde...
Guest about 1 year ago in Case Management / Payments & Adjustments 0 Planned

Internal Notification for Check Requests

The customer would like to see notifications for check requests within Passare. Currently they receive a text msg and an email, but no "bell" icon notification pops up. They would also like the option to receive a Bubble Alert.
Erin Merriott over 3 years ago in Case Management / Check Writing 1 Planned