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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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GPL that populates from Passare Price List

I have had multiple Funeral Homes who wish that we would generate and keep updates their GPLs for them based on whatever information is entered in their Passare Price List as this is something that some other softwares offer and they have gotten u...
Anna Andrews about 2 years ago in Case Management / Price List 2 Future consideration

Notification for new self-started and at-need cases

I would like to have a link for families to self-start cases from our website, but I'm hesitant because of the likelyhood that we will miss it. It wouldn't be something that happens often enough that checking it would part of our everyday routine....
Holly Stammis about 2 years ago in Case Management / Notifications 0 Planned

Phone Number

Showing the family members phone number next to the email address in family and friends would be helpful.
Guest 6 months ago in Case Management / Family & Friends 0 Planned

Prevent check from reducing bank balance until "check cleared" box is checked

Clark Funeral Home would like to have an option to say if a check has cleared the bank or not. This could be a check box or check status. Ideally the bank balance would not be reduced until this box is checked or status selected. This would allow ...
Guest over 1 year ago in Case Management / Check Writing 0 Future consideration

Digital selection room and consumer friendly displays

It would be great if there were a digital selection room and consumer friendly displays for inputting information during arrangements.
Product Team over 4 years ago in Planning Center 0 Planned

Add the option to put Date of Burying Remains at Cemetery when a Cremation Date is added

When cremation date is added, we should also have another spot for the date of burying remains at the cemetery as well
Product Team over 4 years ago in Case Management / Care Center 0 Planned

Add a date of disposition field for disposition of cremains

Please add in a date of disposition for cremains on the disposition page. We can put in the date of disposition of the deceased but cant put in a date we disposed of the cremains.
Guest about 1 year ago in Case Management / Data Entry 0 Planned

Pre-Need Permissions Read-Only/Edit Contract Dates

Allow users to be read only for pre-need cases but still have the access to change contract dates for pre-need cases/sign cases. Need to have the ability to limit the access to cases versus the permissions they have.
Guest 7 months ago in Case Management / Roles & Permissions 0 Future consideration

Find Veteran on Vitals Page

When searching for a field on the Vitals page, "Veteran" is not an option. Please add that to the dropdown list so that it is easier and faster to find this field.
Guest 7 months ago in Case Management / Data Entry 0 Planned

Add an approval button for check writing.

Impact Funeral Partners has locations all over the US but only two people that can sign checks. They would like Passare to come up with a way for them to approve the checks but allow the site managers to write and print the checks. Ideally, the ma...
Julie Hofmann 7 months ago in Case Management / Accounting 0 Planned