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...

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5 VOTE

Check for duplicate decedent names.

Jill Materia about 2 years ago in Case Management / Data Entry 0 Already exists

1 VOTE

Canadian Provinces Listed for License

On the Profile page, funeral directors can list their license number, state, and date of issue. In the dropdown menu for states, please add Canadian provinces.

Guest 5 months ago in Case Management / User Management 0 Planned

2 VOTE

Phone Number

Showing the family members phone number next to the email address in family and friends would be helpful.

Guest 10 months ago in Case Management / Family & Friends 0 Planned

4 VOTE

Allow Multiple Case Listing Widgets on One Dashboard

To mimic several funeral homes whiteboards and or Google Sheets, it would be good to have the ability to add multiple case listing widgets to one dashboard. Then we could have different filters for each widget to see multiple facets of what is goi...

Julie Hofmann over 1 year ago in Case Management / Reports & Dashboards 0 Future consideration

2 VOTE

Adding Additional Categories to Care Center Embalming Fluids

Adding the ability, within Admin > Care Center, to add additional categories with subsequent dropdowns, rather than typing out the additional Fluids underneath "other", especially if there are multiple being added/used in the FH process.

Guest 11 months ago in Case Management 0 Future consideration

10 VOTE

Ability to Restore Deleted Checklists and Ability to Create a New Checklist within a Case

I see we have an older idea related to a portion of this idea that was marked as "will not implement". The comment suggests to have a list of the checklist items on your computer so you can rebuild. You cannot create a new checklist within the cas...

Erin Merriott over 4 years ago in Case Management / Checklist 3 Planned

10 VOTE

Item availability based on branch when building packages

Currently when building packages if you select that the package is only for a specific branch, the item drop downs still contain every price list item for every branch. The item names don't indicate what branch they are for either. You end up need...

Erin Merriott over 4 years ago in Case Management / Price List 4 Planned

1 VOTE

Embalming Page- add Tank Size option for all injections/fluids

It was suggested that the option to record the tank size for each injection type be added to the Embalming Page/Care Center in cases where the tank sizes are not the same for all injection fluids. This will help make paperwork/records more accurate.

Jennifer Jenson 5 months ago in Case Management 0 Planned

5 VOTE

Add spacing and font options for Organization Message

I regularly send out Organization Messages to staff through Passare. The only problem is that alll text is squished together. There is no ability to space out sentences or paragraphs or bullet points. Additionally, there is no option for bold, ita...

Guest over 2 years ago in Case Management / Organization Info 1 Future consideration

3 VOTE

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.

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

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