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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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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 over 1 year ago in Case Management / Data Entry 0 Planned

Custom Fields on AI Obituary

Piasecki Funeral Home pointed out that they any of the information that they input on their custom fields was not pulling over onto the AI Obituary. This would be helpful for custom fields that list high school grad yr, high school name, etc.
Guest 8 months ago in Case Management / Obituary 0 Future consideration

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

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

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

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

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

E-signature text wrapping

A text box needs to have the ability to wrap to the next line. Right now I can type in a long text and it extends out of the box and can't be read easily. Does not look professional. We need the ability to have multiple lines of text in a text box.
Guest 8 months ago in Planning Center 1 Not being considered

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

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