đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

Case Management

Showing 483

Quick add

When entering a case under the quick add to please add the option to add the middle name or initial...not a requirement! This is especially helpful when adding multiple clients both pre-need and at-need.
Gayla Satre 29 days ago in Case Management / Data Entry 0 Gathering interest

Adding in Sikh as a Religious Preference on the Funeral Options page.

It was requested by a funeral home that has requested Sikh be added as a Religious Preference on the Funeral Options page. They tend to need this often.
Jennifer Jenson about 1 month ago in Case Management 0 Planned

User Reports - Outstanding Balances

On the advanced filtering tab in user reports, when you select outstanding balance, you have the options of yes, no, or all cases. If you click yes, it'll pull cases with both negative and positive balances. However, you are given the option of sp...
Tarrence Price 4 months ago in Case Management / User Report 0 Planned

middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas 8 months ago in Case Management / Family & Friends 1 Planned

Attach a document to a Rolodex entry

The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
Alex Rydell over 2 years ago in Case Management / Rolodex 0 Future consideration

Cursor remaining in the Quick Add Search Box after adding an item to the G&S page.

It has been requested that this feature return. They would like for the cursor to remain in the Quick Add Search Bar after adding an item so that the user does not have to click in the box again to add another item. This would reduce the time spen...
Jennifer Jenson about 1 month ago in Case Management 1 Planned

Embalming Page- add Tank Size option for all injections/fluids

It was suggested that the option to record the tank size for each injection type be added to the Embalming Page/Care Center in cases where the tank sizes are not the same for all injection fluids. This will help make paperwork/records more accurate.
Jennifer Jenson about 1 month ago in Case Management 0 Planned

calculate the persons age automatically

one less thing to do
Guest 6 months ago in Case Management / Data Entry 1 Planned

Adding memorial contributions to the obituary

When adding a new organization to the rolodex for memorial donations, you are required to add a website for that organization. When no website is entered, Passare will not save the information. Not all non-profits have an on-line donation option. ...
Tim Marodi 4 months ago in Case Management / Rolodex 0 Future consideration

Ability to Create Veteran Specific Checklists

There are many steps that are involved in only veteran cases. Funeral Homes would like the option to set a checklist to show only on Veteran Cases, similar to the Client Service Type/disposition filters
Madison Hicks about 1 month ago in Case Management / Checklist 0 Gathering interest