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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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Case Management

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Move total amount under the item totals on reports when grouped

Currently when you group user reports with financials, you get a table with the sum and the amount is not in the same column as the item amounts. This makes it difficult when users have to take the excel file and do their own calculations and it i...
Guest over 1 year ago in Case Management / Reports & Dashboards 0 Planned

Batch Adjustments

Linda at McLane would like us to add batch adjustments to either the batch payments feature or a new feature. She would like to be able to add multiple adjustments at one time for multiple cases from one screen.
Guest over 1 year ago in Case Management / Batch Payments 0 Planned

Do Not Require Address Fields in Batch Payments

Currenlty, address information is required for the payer when entering a batch payment. The address information is NOT required on the normal payments screen within a case. This requirement is only on ACH and Credit card. McLane Funeral Home would...
Guest over 1 year ago in Case Management / Batch Payments 0 Planned

eSignature-Allow resizing message box

The message box at the last step in eSignatures is super short and, unlike most other text boxes online, you cannot resize it. Please either allow resizing it, or an even better idea would be like this box I'm typing in now. As I add text and hit ...
Guest over 1 year ago in Case Management / Case 0 Planned

Family & Friends additional role

We would like to have an additional role in Family & Friends. Called it: Receiving Cremains This is often someone other then the NOK1 who signed the authorization yet they approved and designated someone else to receive or pick them up for them.
Elizabeth Reed over 1 year ago in Case Management / Family & Friends 0 Planned

tagging a role in reminders

Currently in the reminders in Passare you are only able to tag individual users, this is the case for both the body of the reminder in the section where you can tag the user to the reminder. During onsite with Spring Grove they are using reminders...
Chloe Jonas over 1 year ago in Case Management / Reminders 0 Planned

adding a user permission/role "this user can" around who can add discounts on the goods & services page

During an onsite training at Spring Grove Funeral Homes, a conversation with Theresa Correa was had about directors not following processes with adding discounts to the G&S page. They are having a hard time controlling the discounts that are b...
Chloe Jonas over 1 year ago in Case Management / Goods & Services 0 Planned

Allow for Formatting in Organization Messages

Need to be able to format Organization Messages. Currently, if I create a message in bullet point format, or with spacing I feel is appropriate to serve as a quick reference organization message for staff, the formatting is disregarded once I publ...
Jay McAfee over 4 years ago in Case Management 0 Planned

Improving Selecting Memorial Content on Memorial Templates

When a Memorial Template is the at the end of list in the Templates, it can be difficult to select the Memorial Content. I have attached a screenshot of an example. You are not able to see the "Select" button. You need to scroll down on a specific...
Devin Pauly about 3 years ago in Case Management / Documents 1 Planned

Links to Service Providers Contact Info within Service

We would like to see "show address" and "show contact information" for the Service Providers. This is currently available for Venue information (Funeral Options > Add Service > Venue) but not for Service Providers. The system asks for the in...
Guest almost 5 years ago in Case Management / Rolodex 0 Planned