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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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Annual comparison case data on Dashboard

With our former company, SRS, we could see our previous year month and this year month comparisons with call volume and dollars per month. I have attached a screen shot.
Guest about 1 month ago in Case Management / Admin 0 Gathering interest

Add Remaining Capacity to Dashboard in Passare Pro

With the new capacity option in the mobile app, we are needing a way to see how much room is left at a certain location, but we would like to see it on our dashboards in Passare. Could you add the capacity or remaining capacity (this is ideal) as ...
Julie Hofmann about 1 month ago in Case Management / Reports & Dashboards 0 Gathering interest

Add Receipt Number to Insurance Assignments (and populate on System Report)

There is no receipt number field on Insurance Assignments, but there is a column for it in the Payments & Adjustments System Report. I think it would be beneficial to be able to log a receipt number in an insurance assignment, at least after t...
Guest about 1 month ago in Case Management / Payments & Adjustments 0 Gathering interest

Location of Remains - Medical Examiner's Office

When on the Vitals page, selecting the Location of Remains, you can select "Medical Examiner's Office, but you cannot specify which M.E.'s office they are currently at. This would help to determine which M.E.'s office they are at and have it pull ...
Guest about 1 month ago in Case Management / Data Entry 1 Gathering interest

Delete multiple case files

I recently had a family share 90-100 photos that I put into case files for a memorial video. They then emailed me and said they wanted me to delete all and they were sending more. If possible, it would be great for there to be a button that delete...
Trae Cody about 1 month ago in Case Management / Documents 0 Gathering interest

Child/Children Relationship

Could there be an additional family relationship option for Child/Children.
Guest about 1 month ago in Case Management / Family & Friends 0 Gathering interest

Obituary and Disposition Pages Flipped

Aderhold Funeral Home mentioned that having the Obituary and Disposition page flipped on a case would be beneficial so this way the disposition will pull on the obituary.
Guest about 1 month ago in Case Management / Case 0 Gathering interest