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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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Do Not Require Address Fields in Batch Payments

Currenlty, address information is required for the payer when entering a batch payment. The address information is NOT required on the normal payments screen within a case. This requirement is only on ACH and Credit card. McLane Funeral Home would...
Guest over 1 year ago in Case Management / Batch Payments 0 Planned

Internal Notification for Check Requests

The customer would like to see notifications for check requests within Passare. Currently they receive a text msg and an email, but no "bell" icon notification pops up. They would also like the option to receive a Bubble Alert.
Erin Merriott almost 4 years ago in Case Management / Check Writing 1 Planned

Voiding a Check Request

If the line item associated with a check request is deleted from the contract, the check request should automatically void or grey out. The example given was a director requests a check in the evening for a clergy. The family lets the director kno...
Erin Merriott almost 4 years ago in Case Management / Check Writing 2 Planned

eSignature-Allow resizing message box

The message box at the last step in eSignatures is super short and, unlike most other text boxes online, you cannot resize it. Please either allow resizing it, or an even better idea would be like this box I'm typing in now. As I add text and hit ...
Guest over 1 year ago in Case Management / Case 0 Planned

Duplicating Contract

In the event that there are family members who would like the same contract, to save time it could be beneficial to be able to copy/duplicate the contract from one family member to another.
Guest over 1 year ago in Case Management / Goods & Services 0 Future consideration

Insurance Tracking

We have a payment form for Insurance and it will show as Pending until payment comes through. However, Passare only allows tracking if we use CLAIMCHECK and we do our own in-house on insurance assignments. The dashboard view created will show noth...
Elizabeth Reed over 2 years ago in Case Management / Reports & Dashboards 1 Planned

Key Flow Change

when we are entering payments; we key in the amount and then tab to enter date and then it goes to check #. If we could make a change of tabbing to go to the Payer before going to the check # that would be very helpful
Guest over 1 year ago in Case Management / Payments & Adjustments 0 Future consideration

Update "emblem of belief" availability on Veteran Info Page

See screenshots. On the Veteran Info page, when filing claim for marker, there are two options available of the 65 options listed at the bottom of the VA market form. The Latin cross is one of these options in Passare but is not an option on the f...
Anna Andrews over 2 years ago in Case Management / Case 0 Planned

Family & Friends additional role

We would like to have an additional role in Family & Friends. Called it: Receiving Cremains This is often someone other then the NOK1 who signed the authorization yet they approved and designated someone else to receive or pick them up for them.
Elizabeth Reed over 1 year ago in Case Management / Family & Friends 0 Planned

Forms :: Downloading :: Need Descriptive File Names (instead of custom_docx_ form_....)

File names for downloaded case forms need to be descriptive so that, at least in part, they mirror form display names. Without this, one must open multiple files (when they have downloaded to their machine, which happens often).
Jennifer Noack almost 4 years ago in Case Management 1 Planned