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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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Location Filter For Reports & Batch Forms

Several firms have asked about being able to generate a report for a specific location or locations. Could location be added as a filter option in reports and batch forms? Perhaps it could pull from the rolodex, and users can choose specific locat...
Tarrence Price 9 months ago in Case Management / User Report 0 Future consideration

Remove Converted Imminent Needs from the Imminent Need Filter

When converting a case from Imminent to AtNeed the case still remains in a tab with the Filter Imminent Need Cases. It would be helpful for them to not show in that filter once converted so that we can properly track our active imminent need cases...
Guest over 4 years ago in Case Management / Reports & Dashboards 1 Planned

Associate license number with funeral director users

Please make it so that a funeral director/embalmer's license number is associated with them as a user. For instance, the FD's name populates on the contract once the case has been assigned, but the license number field always pops blank - it would...
Guest over 1 year ago in Case Management / Profile 0 Already exists

Alphabetize trade business in the mobile app

When selecting a trade business from the rolodex in the app, they are not in alphabetical order
Madison Hicks about 2 years ago in Mobile 0 Planned

Rolodex Roles Selection

Allow you to select multiple roles when creating a rolodex entry. For example, when selecting a caller and you add a nurse. I really want to add a hospice nurse but it does not give me an option.
Dennis Helwig 9 months ago in Case Management / Rolodex 0 Future consideration

Set default tab

Allow users to choose a default tab, so when you load Passare you go to the place you want, as opposed to a default "All cases" tab.
Dennis Helwig 9 months ago in Passare API 0 Future consideration

Select locations (branches) to merge to one calendar

The ability to download a calendar and select multiple branch locations would be helpful.
Jill Materia over 1 year ago in Case Management / Calendar 0 Planned

Reference Case Details for Deceased Family/Friends

When entering a family member and checking the deceased box for that person, make it so you can pull in the date of death, place of burial, etc. from that family member's case entry. Example: The decedent is Jane Smith. We enter Jen Doe as her dec...
Guest 9 months ago in Case Management / Family & Friends 0 Future consideration

Order of family members in the planning center

I enter family members into Passare based on birth order, however, the planning center alters my entries and displays them alphabetically. Keeping the same order as the case , in birth order, makes it a lot easier for families to ensure everyone i...
Guest 9 months ago in Planning Center 0 Planned

Add 2nd Driver Option to Transfer Page

On the Transfer Page, under Transfer Detail, it would be most helpful if a drop down field would be added for a 2nd Driver. I would think that most funeral homes use 2 staff members when doing a removal from a home. I type the 2nd driver's name in...
Guest over 2 years ago in Case Management / Data Entry 1 Future consideration