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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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Calendar tags take you straight to the event.

Whenever you have a notification that tells you you were tagged in a note on an event in the calendar, you should be able to click the notification and be taken directly to the event instead of just the month.
Guest about 2 years ago in Case Management / Calendar 0 Planned

Add "Embalming Finished Date" to the Event Filters on the Dashboard

Spring Grove Funeral Homes - Premium Services Client - would like to be able to filter their dashboards for cases by the Embalming Finished Date. Can we add this to the "Add Event" dropdown in the filters on the dashboard page?
Julie Hofmann about 1 year ago in Case Management / Reports & Dashboards 0 Planned

Add "Terramation" as a disposition type

Now legal in Colorado, Washington, Vermont, and Oregon (soon to be California) I have funeral homes requesting that we add "Terramation" - human composting, as a disposition type in Passare.
Julie Hofmann about 1 year ago in Case Management / Case 0 Planned

Cremation is Final Disposition

When you select cremation and the crematory, that information should remain in the boxes for disposition address. If you are burying the cremated remains in a cemetery, it overrides the crematory address and replaces it with the cemetery address. ...
Guest about 3 years ago in Case Management 0 Planned

Rolodex reverse look up

In the Rolodex, it would be nice if there were a way to see what cases are associated with an entry. Examples of how I'd use this information: "I'm not getting the doctor's to pick up the phone. What did I do last time they had to sign a cert?" "T...
Holly Stammis about 2 years ago in Case Management / Rolodex 0 Future consideration

Add "Check Transaction" Name and account number as a column in User Reports

Add "Check Transaction" Name and account number as a column in User Reports under Checks. This is for Clark Funeral Homes
Julie Hofmann about 1 year ago in Case Management / Check Writing 0 Planned

Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara over 4 years ago in Case Management / Accounting / Export/Import / System Report 0 New

Aftercare Report Death Date Anniversary Filter and Date Range

A user would like to add the ability to filter User Reports on the Death Date Anniversary of decedents for User Reports. In addition, a new Date Range needs to be added on the Run Your Report page for the last month of the last year (E.g., 07/01/2...
Devin Pauly about 3 years ago in Case Management / Reports & Dashboards 1 Planned

Fee requirements for cemeteries

Adding a place in the rolodex for cemeteries that require certain fees. Then when said cemetery is chosen on the disposition page it would pop up a field showing the fee required. This would "remind" the director to add to the contract.
Guest about 2 years ago in Case Management / Rolodex 1 Future consideration

Include Additional Date Range Options for Reports

Users often need financial information in Quarter timeframes (i.e., Last Quarter, Past Quarter, Quarter to Date), which are not currently offered as Date Range options. The only solution is to manually edit the specific start and end date each tim...
Kaylan Johnson about 1 year ago in Case Management / Reports & Dashboards 0 Planned