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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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Good & Services Tags In Price List

In the Price List, you can create G&S and SFG Tags for any given item. However, you can only filter by the SFG Tags in the Price List section within Passare. So as an example, if I wanted to separate my caskets by brand or type using SFG Tags,...
Guest over 1 year ago in Case Management / Price List 0 Future consideration

Owner Info Columns for Pet Case Reporting

Could we have "Owner" info columns available for reporting on Pet Cases? Currently the only options in User Reports are Pet Business and Primary Purchaser.
Erin Merriott almost 3 years ago in Case Management / User Report 1 Planned

Notification for new self-started and at-need cases

I would like to have a link for families to self-start cases from our website, but I'm hesitant because of the likelyhood that we will miss it. It wouldn't be something that happens often enough that checking it would part of our everyday routine....
Holly Stammis over 1 year ago in Case Management / Notifications 0 Planned

There needs to be a spot for "NA" on the parents. The death certificate system has one also. Not everyone knows their parents name. Leslie Buehler is an example on D22-011.

No description provided
Guest over 1 year ago in Case Management / Family & Friends 0 Future consideration

Ability to Calculate Sales Tax off of Total Taxable Amount

Customer Experience: Currently Passare's Sales Tax is setup to tax by item. In Connecticut they tax based on the Total Taxable Amount at a tiered basis. The customer is taxed on anything over $2500. Passare's current setup for taxing does not supp...
Sierra Chaffin about 3 years ago in Case Management / Accounting 1 Future consideration

Search Bar & Ability to Save Filters/Tabs on Check Writing Page

Customers are requesting a search bar on the check writing page that allows them to search by check number, payee, amount, etc. They would also like to be able to save filters as tabs like you can on the case listing page. Currently if you need to...
Erin Merriott about 3 years ago in Case Management / Check Writing 1 Planned

Change ability to check whether there is jewelry or pacemaker

Currently, the questions are "Pacemaker removed?" and "Jewelry removed?" There needs to be either an option to ask if there is jewelry or pacemaker and then to ask if removed, or to have a N/A option.
Carol Harley over 1 year ago in Case Management / Care Center 0 Future consideration

Ability to Delete PL Items from CSV

We need a column on the PL csv for delete (like we now have on the rolodex csv). This will prevent us from manually deleting PL items one by one.
Erin Merriott about 3 years ago in Case Management / Price List 0 Planned

Adding Date to Line Items on Goods and Services

It would be a lot easier to add the line item addition date to the goods and services pages rather than having to pull the reports just to simply find a date.
Guest over 1 year ago in Case Management / Goods & Services 0 Future consideration

Default Disposition per Branch

Customer would like to be able to default a disposition per branch like we can for case type per branch. Her example was that the crematory and pet branch disposition will always be cremation (for them).
Erin Merriott over 1 year ago in Case Management / Case 0 Future consideration