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 522

1 VOTE

Care Center: Embalming

On the Care Center>Embalming page in Passare on the Injection section there are 3 fields for injections. Piasecki Funeral Home noted that there have been some instances where there may be more injections needed. Having 5 injection fields could ...

Guest 8 months ago in Case Management / Care Center 0 Already exists

3 VOTE

A place for FHs to enter credit card fee when recording the payment, not on the contract.

I understand based on a note on a previous idea that there are legal reasons to us having a credit card fee calculator, but it would be very helpful to our FHs if there was a way to record credit card fees in Passare for receipts and documentation...

Anna Andrews about 2 years ago in Case Management / Payments & Adjustments 0 Future consideration

3 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 about 2 years ago in Case Management / Data Entry 1 Future consideration

3 VOTE

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 about 2 years ago in Case Management / Obituary 0 Planned

1 VOTE

Receipt of Email Receipt

When we email receipt if there could be note that details if a receipt has already been emailed.

Guest 8 months ago in Case Management / Goods & Services 0 Future consideration

1 VOTE

Quick Add Search Bar More Convenient If Can Add and Enter Line Items Consecutively; How It Has Been Until Recently

Funeral Directors would like the Quick Add Search Bar functionality back to how it was recently, where they could add a line item into the Quick Add Search Bar, press enter, automatically start typing another one, press enter, etc. It has changed ...

Guest 8 months ago in Case Management / Goods & Services 0 Planned

3 VOTE

Bulk Case File Deletion

There needs to be a way to delete case files in bulk, rather than one at a time.

Guest about 2 years ago in Case Management / Case 1 Future consideration

2 VOTE

Indiana DC worksheet

Indiana DCs have up to 4 potential “Cause of Death” lines, but also offers another section for the Certifier to enter “Significant Conditions Contributing to Death”. Can such a box be added to the Vital Stats page, directly under the Cause of Deat...

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

1 VOTE

Please add the word "days" the the 120 column on the AR Aged System Report

Currently all of the column headings for days outstanding have the word "days" after the number but the last column, 120 does not, it just says 120. When filtering and custom sorting, the 120 was added into the total for this funeral home because ...

Julie Hofmann 9 months ago in Case Management / System Report 0 Future consideration

6 VOTE

Make names Clickable

On the Case Listing you can edit the columns to multiple different options of listing the name but it appears the only one you can click into (for the Decedent) is the Decedent Full Name column. For many they like to list Decedents Last Name, Firs...

Sierra Chaffin over 4 years ago in Case Management / Reports & Dashboards 1 Planned

Please enter your email address

FILTER BY CATEGORY