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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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Tagging Directors When Cremated Remains Return from Crematory

Under the cremation tab --return from crematory When a director is marked as the counselor for a case, I would like to be able to tag(@) the director in charge when cremated remains return to the funeral home. Then, Passare can send them a notific...
Simone Coplin about 1 year ago in Case Management / Care Center 1 Future consideration

Second Visitation tags in obituary

It would be great to be able to add the info for a second visitation as tags that I can add to an obit template. I have a FH who will do a public viewing from 4-6 and 6-8 for example and they would like to not have to enter the second service manu...
Anna Andrews almost 2 years ago in Case Management / Obituary 0 Planned

We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

This would give our families two customized estimates without the hassle of re-entering.
Guest about 3 years ago in Case Management / Goods & Services 1 Planned

Adding filter options for Case Checklist Reporting in User Report

There is currently not a way to filter a daily checklist report by completed or not completed tasks, it pulls the entire checklist when funeral homes have asked to see just what has not been completed
Chloe Jonas about 1 year ago in Case Management / Checklist 1 Future consideration

Filter Task widget cases by case tag

I would like to be able to filter the task widget for cases with or without a specific tag. For example showing cases with the "pending dc" tag and when the tag is removed from the case, those tasks no longer show ion the widget
Madison Hicks 7 months ago in Case Management / Reports & Dashboards 0 Planned

Filter Tasks widget by case status

I want to be able to filter the tasks on my dashboard to show only tasks on cases with a specific status. For example, if my case status is "open" those tasks will be on my widget. once I change my case to "closed" status, those tasks will no long...
Madison Hicks 7 months ago in Case Management / Reports & Dashboards 0 Planned

Rolodex Check for Duplicates

User would like a "Check for Duplicates" function (like we currently have for SSN) that scans the rolodex for duplicate addresses. There are often businesses or venues that have name changes/variations, and this function will help users prevent du...
Jessie Goggans over 2 years ago in Case Management / Rolodex 0 Future consideration

The ability to remove cases with a zero balance when filtering missing signing

When filtering cases on the case listing page there is not a way to currently remove cases with out a contract from the 'missing singing' option. Even when combining 'missing signing' and 'outstanding balance - no' this does not remove the cases t...
Chloe Jonas about 1 year ago in Case Management / Search 0 Planned

Bulk Case File Deletion

There needs to be a way to delete case files in bulk, rather than one at a time.
Guest almost 2 years ago in Case Management / Case 1 Future consideration

Indicator in "Case Information" Sidebar for user account that created the case.

Currently, the only way to see which user created a case is to create a column in the Dashboard -- but if you're viewing a specific case, there's no way to know who created the case. The information is obviously already saved in the case, hopefull...
Joe Laedtke 8 months ago in Case Management / User Management 0 Future consideration