đź’ˇ Share your Ideas!
ADD A NEW IDEA

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...
Share feedback 0

All ideas

Showing 682

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 about 2 years ago in Case Management / Checklist 0 Planned

Please add Spouse Middle Name field to Vitals Page

Please add Spouse Middle Name field to Vitals Page, this is needed for many death certificates and was requested by McDougal Funeral Home in Utah.
Julie Hofmann 8 months ago in Case Management / Data Entry 0 Planned

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 over 1 year ago in Passare API 1 Future consideration

Alert When Another User is Working in the Same Case

When two users are working on the same case and one user saves, there is a red toast message telling you someone else has edited the page and their changes have been saved. However, then the second user's changes are rejected. Could we have an ale...
Kaylan Johnson almost 5 years ago in Case Management 1 Planned

Forms Mappings Search

Can we create the mappings dropdown to be searchable by keyword? Right now you have to search the exact mapping, which is difficult since there are so many versions of similar mappings. For example, to find a mapping pulling last 2 digits of the y...
Jessie Goggans almost 4 years ago in Case Management / Documents 0 Planned

Ability to customize which fields are required

As a user, it would be nice to have the ability to customize which fields were required. For example, for pre-need cases, being able to make address and contact information required for family members.
Product Team almost 5 years ago in Case Management 0 Planned

add aftercare follow up fields for reports under rows to show = cases

This would benefit me as Aftercare Coordinator when inviting family members to the aftercare events we offer. Beneficial if report would pull aftercare names, phone number and mailing addresses when rows to show = cases so that the report only sho...
Guest 9 months ago in Case Management / User Report 0 Future consideration

Canadian Provinces Listed for License

On the Profile page, funeral directors can list their license number, state, and date of issue. In the dropdown menu for states, please add Canadian provinces.
Guest 4 months ago in Case Management / User Management 0 Planned

E-Signature Procedure Clarification

There have been multiple instances where families have reported that they were unable to access the document for signing. Since users are asked to create their signature/initials before seeing the form, I wonder if this is causing some concern and...
Tarrence Price 9 months ago in Planning Center 0 Planned

Need to be able to view ASD Calls in Mobile App

Currently if a call comes in to a funeral home from ASD, they can only see this in Passare web. If the funeral home goes out on a removal and wants to start the tracking process, they have to create a new case and they cannot use the case that ASD...
Julie Hofmann 4 months ago in Mobile 0 Future consideration