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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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Include Additional Date Range Options for Reports

Users often need financial information in Quarter timeframes (i.e., Last Quarter, Past Quarter, Quarter to Date), which are not currently offered as Date Range options. The only solution is to manually edit the specific start and end date each tim...
Kaylan Johnson about 1 year ago in Case Management / Reports & Dashboards 0 Planned

Refunds and Check Writing

Customer requested when you create a refund in a case on the payments & adjustments page, it should create a check in check writing. The current process is double entry.
Erin Merriott over 2 years ago in Case Management / Check Writing 1 Future consideration

Searching Document Tags/Mappings

It would be much more efficient if when creating a new document we could search for document mappings using any part of the tag name. Example: Need mapping for Marital Status; Tag Name: Decedent Marital Status I can't search for it by typing "mar"...
Erin Merriott over 3 years ago in Case Management / Documents 0 Planned

Check Numbers

Currently, when a check is flagged printed in Passare it is locked and the funeral home is unable to change the check number. It would be beneficial to be able to unlock this feature to change a check number. This would alleviate the need to void ...
Joanna Gore over 4 years ago in Case Management / Accounting 0 Not being considered

Put a limit on check amount

I would like to have more control over the checks, my employees use the check-writing option in Passare but I would like to assign them a limit or immediately receive a notification if check is cut over a certain amount
Guest about 1 year ago in Case Management / Check Writing 0 Future consideration

Vitals Beta: Entering Zip Code only no longer populates city/state

Prior to the Vitals Beta implementation, pretty much anywhere in Passare where there were address fields, you could enter the zip code and it would automatically populate the city and state. This is not happening in the Vitals Beta.
Guest about 1 year ago in Case Management / Data Entry 0 Planned

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 year ago in Case Management / Obituary 0 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 year ago in Case Management / Case 0 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 over 3 years ago in Case Management / Check Writing 1 Planned

Option to list when fingerprints aren't able to be obtained

Currently, there is an option to select yes or no on "fingerprints obtained". Often times, we are unable to obtain them due to various circumstances. I'd like to see an option there, maybe with a note section, that could be "unable to obtain" or "...
Guest over 3 years ago in Case Management / Case 0 Future consideration