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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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Ability to check for duplicate social BEFORE you create a case

Upon case creation, we need the ability to check for duplicate social before creating a case. This helps prevent creating duplicate cases. Currently this feature is only available after you have created a case causing issues especially when you ha...
Julie Hofmann 9 months ago in Case Management / Case 0 Future consideration

Decedent tracking to push to forms

We have a handful of state forms that require information such as “time and date decedent arrives at crematory” as well as “cremation start time” and “cremation end time.” I am aware of the places to manually input this information but it would be...
Trae Cody about 1 year ago in Mobile 0 Future consideration

Care Center: Embalming

On the Care Center>Embalming page in Passare on the Injection section there are 3 fields for injections. Piasecki Funeral Home noted that there have been some instances where there may be more injections needed. Having 5 injection fields could ...
Guest 5 months ago in Case Management / Care Center 0 Already exists

Add spacing and font options for Organization Message

I regularly send out Organization Messages to staff through Passare. The only problem is that alll text is squished together. There is no ability to space out sentences or paragraphs or bullet points. Additionally, there is no option for bold, ita...
Guest almost 2 years ago in Case Management / Organization Info 1 Future consideration

Have the option to show a payment as anonymous on the statement.

No description provided
Guest about 1 year ago in Case Management 0 Future consideration

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 5 months ago in Case Management / Data Entry 0 Planned

Receipt of Email Receipt

When we email receipt if there could be note that details if a receipt has already been emailed.
Guest 5 months ago in Case Management / Goods & Services 0 Future consideration

E-signature text wrapping

A text box needs to have the ability to wrap to the next line. Right now I can type in a long text and it extends out of the box and can't be read easily. Does not look professional. We need the ability to have multiple lines of text in a text box.
Guest 5 months ago in Planning Center 1 Not being considered

add an appointment to calendar

on the mobile app add an arrangement ...appointment to the calendar while I am out of the office.
Angela Gard 5 months ago in Mobile 0 Planned

Quick Add Search Bar More Convenient If Can Add and Enter Line Items Consecutively; How It Has Been Until Recently

Funeral Directors would like the Quick Add Search Bar functionality back to how it was recently, where they could add a line item into the Quick Add Search Bar, press enter, automatically start typing another one, press enter, etc. It has changed ...
Guest 5 months ago in Case Management / Goods & Services 0 Planned