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...

Case Management

Showing 424 of 558

2 VOTE

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what

Guest over 1 year ago in Case Management / Data Entry 1 Future consideration

6 VOTE

Remove Converted Imminent Needs from the Imminent Need Filter

When converting a case from Imminent to AtNeed the case still remains in a tab with the Filter Imminent Need Cases. It would be helpful for them to not show in that filter once converted so that we can properly track our active imminent need cases...

Guest about 4 years ago in Case Management / Reports & Dashboards 1 Planned

2 VOTE

Changes to Service Details fields do not prompt to save

If you add data to the various Service Details fields, such as Music, Printed Materials, Flowers, etc., if you change pages without manually saving, Passare does not prompt you to save, therefore you lose everything you typed.

Guest over 1 year ago in Case Management / Data Entry 0 Planned

2 VOTE

Notification for unpaid accounts

It would be helpful if managers, accounting personnel and even directors could be alerted if the At-Need account is not paid in full before the due date.

Guest over 1 year ago in Case Management / Notifications 0 Future consideration

1 VOTE

Put a limit on check amount

I would like to have more control over the checks, my employees use the check-writing option in Passare but I would like to assign them a limit or immediately receive a notification if check is cut over a certain amount

Guest 8 months ago in Case Management / Check Writing 0 Future consideration

2 VOTE

Family & Friends Spouse Option

It would be very helpful in my opinion to have an available option when a family member is listed to have a space for their spouse or significant other. Also it would need to populate that person in parentheses in the obituary.

Guest over 1 year ago in Case Management / Family & Friends 0 Already exists

4 VOTE

Add Decedent Date of Birth to the tool bar at the top of each page in a case. Krause would like this added under the DOD that is currently there.

Julie Hofmann almost 3 years ago in Case Management / Case 3 Planned

2 VOTE

Additional Religious Preference Options

As there are many additional religious preferences not already listed it would be helpful if an "Other" option was added that would then allow the director to type the religious preference in. This would alleviate the Passare staff from having to ...

Guest over 1 year ago in Case Management / Case 0 Future consideration

1 VOTE

Vitals Beta: Entering Zip Code only no longer populates city/state

Prior to the Vitals Beta implementation, pretty much anywhere in Passare where there were address fields, you could enter the zip code and it would automatically populate the city and state. This is not happening in the Vitals Beta.

Guest 9 months ago in Case Management / Data Entry 0 Planned

6 VOTE

Ability to mark spouse as deceased from Vital Statistics page

It would be helpful to be able to mark the decedent's spouse as deceased from the Vital Statistics page, like you can do with parents., so that it can carry through to the Friends and Family page.

John Souter over 4 years ago in Case Management 0 Planned

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