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

Case Management

Showing 75

Pending Event on Calendar

Would like Pending Events to be scheduled onto System Calendar. That way, if an event is not solidified but there is a tentative date/time, we can see not to book another service then. We would like this kind of service to show as "pending" on the...
Guest almost 4 years ago in Case Management / Calendar 0 Shipped

Improve Search Results

A lot of our funeral directors have brought up concerns about the search engine. The name needs to be spelled perfectly correct in order for the search engine to pull it up. It would be nice if it allowed for some user error.
Guest over 4 years ago in Case Management 0 Shipped

Mass Sign Cases

Funeral homes would like the capability to sign multiple cases at once in the instance they fall behind on signing. Signing is directly related to financial reports & tax schedules, and having this functionality would be a huge benefit to clos...
Jessie Goggans over 3 years ago in Case Management / Export/Import 0 Shipped

Ability to Filter Rollup Documents by Item Signing Date

Vertin uses a Batch Form to output a Marker Commission Report that is used on a monthly basis to determine commission on marker sales for each funeral director within each organization. Current: Within the DocX tag, filtering is done on a case lev...
Nick Tunheim about 4 years ago in Case Management / Documents 0 Shipped

When the decedent's marital status is widowed, automatically mark spouse as deceased

When entering the spouse on the Vital Statistics page there is no radio button to mark the spouse as deceased. The funeral home assumes when they mark the decedent as widowed, their spouse would come over as deceased to the Family & Friends pa...
Kelsey Swearingen over 4 years ago in Case Management / Family & Friends 0 Shipped

Role/Permission for Deleting Case Files

Currently there is nothing from stopping a Passare user from going into a case and deleting a case file. We currently have existing permissions from checklist tasks being deleted as well as internal notes. Marlan Gary has brought this to my intent...
Chloe Jonas over 1 year ago in Case Management / Files 0 Shipped

Render DocX Tag Outside of a Rollup Document in Batch Forms

Currently DocX tags are not able to be used in a Batch Form outside of a rollup table. In order to support documents such as batch invoices for pet and trade cases, we need the ability to tag data outside of a rollup table. For example, batch invo...
Nick Tunheim almost 4 years ago in Case Management / Documents 1 Shipped

Export Date Column

Would be nice to have a column available on the Dashboard that shows the Exported to Accounting date to be able to quickly see which cases need to be exported. It is tedious work to have to click into each case when checking what has and has not b...
Guest about 4 years ago in Case Management / Reports & Dashboards 0 Shipped

Dashboard Widget for Check Lists

Within the Dashboards page, I would like to be able to see a Check Lists widget. This will allow me to view the progress of certain tasks for all cases at a quick-glance, without having to run reports or check individual cases) (tab per check list...
Guest over 4 years ago in Case Management / Checklist 0 Shipped

User Report Container Tags

Steve Jenkins sent a report over to us on July 22, asking for all Foresight funeral homes to be added to it. The issue is that several columns are blank because the report tags are pulling from the incorrect area in Passare. The "Container Type" t...
Tarrence Price over 2 years ago in Case Management / User Report 1 Shipped