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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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Showing 485 of 485

branch assignment option for documents

We have a lot of funeral homes that have specific documents per branch. For example, a different contract for each branch. or branches that are in different cities/states require different forms. Being able to assign forms to only certain location...
Madison Hicks 7 months ago in Case Management / Documents 0 Future consideration

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 29 days ago in Case Management / Documents 0 Gathering interest

Allow Multiple Case Listing Widgets on One Dashboard

To mimic several funeral homes whiteboards and or Google Sheets, it would be good to have the ability to add multiple case listing widgets to one dashboard. Then we could have different filters for each widget to see multiple facets of what is goi...
Julie Hofmann 4 months ago in Case Management / Reports & Dashboards 0 Future consideration

Word Count Obituary

Could we get a word count that would show on the obituary page in Passare? It would be helpful as many of our papers charge per word.
Trae Cody about 1 month ago in Case Management / Obituary 0 Gathering interest

The ability to remove cases with a zero balance when filtering missing signing

When filtering cases on the case listing page there is not a way to currently remove cases with out a contract from the 'missing singing' option. Even when combining 'missing signing' and 'outstanding balance - no' this does not remove the cases t...
Chloe Jonas 2 months ago in Case Management / Search 0 Planned

Military Honors Status Needed on Veterans Information Page

I noticed when I took a military honors confirmation that there isn't a specific place in Passare to document this. Nor is there a place for the director to indicate honors were requested. I added my confirmation to the notes section on the vetera...
Guest 4 months ago in Case Management / Data Entry 1 Planned

eSignature: Allow reordering

Currently there doesn't appear to be a way to reorder documents in the eSignature box. This is important.
Guest about 1 month ago in Case Management / Case 0 Gathering interest

Cemetery Address on Disposition Page

In the event of adding multiple disposition details, it could be helpful to have both disposition locations listed (Addresses). Recently had a case where there was a cremation and both a burial of cremated remains and the address of the cemetery w...
Guest 4 months ago in Case Management / Case 0 Future consideration

Checklist autosave

It would be helpful if the checklist boxes would autosave whenever the person who is inputting the information stops moving the mouse (as it does in the planning center). I have went through various checklist steps and forgot to save, and it erase...
Trae Cody about 1 month ago in Case Management / Checklist 0 Gathering interest

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.
Product Team over 3 years ago in Case Management / Data Entry 3 Future consideration