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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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Allow Exports to Include PDF as Report Format Option

Certain contract and financial data is only visible through the use of exports (i.e., check details). When a user needs to view this information and does not plan to import it into a third-party software, displaying the data in PDF format is needed.
Kaylan Johnson 5 months ago in Case Management / System Report 0 Planned

Automatic Reminders for Checklist Items

We would like the ability to set automatic reminders to our checklist items. There are some items that are time sensitive and the ability to remind someone based off select criteria would be awesome. An example might be Remind the Assigned Directo...
Jill Materia almost 2 years ago in Case Management / Checklist 0 Planned

Ability to Hide/View Certain Fields

User Story I would like the ability to hide/view certain fields on pages within a case, such as the Vital Stats. Currently, there are several fields within the various case pages that we do not use, which makes it more difficult to fill out case d...
Daniell Jara over 4 years ago in Case Management 1 Planned

Feature to generate Cremation ID Numbers

Connelly McKinley currently has a system that generates a cremation id number to match with the cremation coin that goes with the cremated remains. They would like Passare to allow them to start the count at a specific number for instance 68912 an...
Julie Hofmann 3 months ago in Case Management / Data Entry 0 Planned

calculate the persons age automatically

one less thing to do
Guest over 1 year ago in Case Management / Data Entry 1 Planned

Adding Funeral Homes To Global Forms

When adding funeral homes to global forms, the system will take you back to the top of the list. This can slow the process down quite significantly, especially when it comes to orgs such as Vertin & Legacy, who have multiple locations. If we w...
Tarrence Price 6 months ago in Case Management / Documents 0 Planned

Allow funeral homes to change the default payment type

Currently, when adding a payment it defaults to "cash" as the payment type. This is the least used payment type for a lot of funeral homes so they would like the ability to default it to card or check since those are used more often
Madison Hicks 11 months ago in Case Management / Payments & Adjustments 0 Planned

Ability to create multiple goods and services on At need calls

Currently, we can create multiple estimates in pre need cases. This is a very nice option. However, when you create a new at need case, one does not have the ability to create more than one statement of funeral goods. Many families do not know wha...
Mike O 6 months ago in Case Management / Goods & Services 0 Planned

"Appointment With" Field

On the Vitals page in the Arrangement Section the "Appointment With" field is not currently listed as required but will not let you save the page if you do not input a FD. Could this field either have an asterisk that it is required or be not requ...
Guest 9 months ago in Case Management / Appointments 0 Planned

New Role for Cremains Pickup

While there is a spot in the care center to record who picked up cremains, it would be helpful to add a cremains pickup role like there is a DC recipient role.
Anna Andrews over 3 years ago in Case Management / Family & Friends 2 Planned