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 499

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

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

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

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

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 by Case Reference (Cash Sales)

Users would like to see all associated cases (connected by Case Reference) when searching by at-need OR cash sale. Currently, searching by Cash Sale name will pull an associated At-Need, but searching At-Need name will not pull associated Cash Sal...
Jessie Goggans over 2 years ago in Case Management / Reports & Dashboards 1 Planned

Comparing completion of tasks in one space

Is there a way to create a dashboard or report that would allow us to see all of the tasks per case In one spot? For example: Vital Info is complete Additional Info is required DC composed by funeral director DC sent to doctor for signature Signed...
Dione DeMitro over 2 years ago in Case Management / Checklist 0 Planned