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...

All ideas

Showing 229

1 VOTE

Option to select the coroner who signed off on cremation auth

It would be helpful for documentation's sake and for the EDRS sync if there was an option to say which coroner signed off on the cremation authorization.

Anna Andrews almost 2 years ago in Case Management / Case 1 Future consideration

2 VOTE

Ability to Calculate Sales Tax off of Total Taxable Amount

Customer Experience: Currently Passare's Sales Tax is setup to tax by item. In Connecticut they tax based on the Total Taxable Amount at a tiered basis. The customer is taxed on anything over $2500. Passare's current setup for taxing does not supp...

Sierra Chaffin over 3 years ago in Case Management / Accounting 1 Future consideration

1 VOTE

Add In-State Transfer as an option on Disposition Page

On disposition>Disposition Type, it would be helpful to have the option to select "in state transfer."

Anna Andrews almost 2 years ago in Case Management / Case 0 Future consideration

2 VOTE

Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature: Add Manufacturer column (pulling from Price Lis...

Jessie Goggans almost 4 years ago in Case Management / Integrations / System Report 1 Future consideration

1 VOTE

Allowing Families to Choose Branch to Plan with

Families can choose which branch of a funeral home that they are planning with. May it be that they have other family members who have planned there, or created relationships with someone who works at the funeral home.

Guest almost 2 years ago in Case Management / Appointments 0 Future consideration

1 VOTE

Searching for Branches

It would be a time saver if we were able to search for branches on their own, rather than searching for the organization, then branch. Having the ability to search for the branch along with the organization would help us find our homes better.

Guest about 2 years ago in Case Management / Search 0 Future consideration

1 VOTE

Show Pending Payments in Payments Tab

Currently in the Payments tab of the PC, if there are payments pending, such as a Preneed payment, those are not reflected in the balance. I understand why, but in many cases, those "pending" funds are in fact, guaranteed, but can't be shown as su...

Guest about 2 years ago in Case Management 0 Future consideration

1 VOTE

Beta app: Ability to see the arrangement meeting information

I would like the ability to see the arrangement meeting information for a case.

Guest about 2 years ago in Mobile 0 Future consideration

1 VOTE

Beta app: Ability to change case creation date

I would like the ability to change the case creation date, like I can in the web app.

Guest about 2 years ago in Mobile 0 Future consideration

1 VOTE

Case type suggestions

My staff has a few suggestions/complaints about how cases can be managed due to the case/client type/status. Can we please be allowed to choose a client service type for an Imminent Need case? Preneed cases would be nice too, but it's especially f...

Holly Stammis about 2 years ago in Case Management / Data Entry 0 Future consideration

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