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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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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 almost 4 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 almost 4 years ago in Case Management / Case 0 Future consideration

Ability to remove deleted payments from an accounting export

FHOT needs the ability to remove deleted payments from their Quickbooks Payments Export. Ideally this would delete the original payment and its deletion so it would be a wash. Right now, this is causing multiple journal entries that have to be app...
Julie Hofmann over 1 year ago in Case Management / Accounting 0 Already exists

Custom Notification Groups

The ability to @mention roles is great, but we often have exceptions to the permission sets that require a custom role. For example, we might have someone in the Crematory role that also sometimes work in the Care Center, so it would make sense fo...
John Meyer over 1 year ago in Case Management / Notifications 0 Future consideration

Allow for multiple Preparation Due dates in the same case - Spring Grove & French

Two of our Premium Support clients that run large care centers, would like the ability to have multiple preparation due dates. The scenario they gave us is that someone could need embalming done by X date and time for an ID View, then need full dr...
Julie Hofmann over 1 year ago in Case Management / Care Center 0 Planned

Link document templates to checklist

Now that we have a check list dashboard I find that many of my check list items are forms or checks that need to be printed. It would be a huge time saver if the form for that checklist item could be linked to the task and appear on the dashboard ...
Guest over 1 year ago in Case Management / Documents 0 Future consideration

Add "Embalming Finished Date" to the Event Filters on the Dashboard

Spring Grove Funeral Homes - Premium Services Client - would like to be able to filter their dashboards for cases by the Embalming Finished Date. Can we add this to the "Add Event" dropdown in the filters on the dashboard page?
Julie Hofmann over 1 year ago in Case Management / Reports & Dashboards 0 Planned

Add "Terramation" as a disposition type

Now legal in Colorado, Washington, Vermont, and Oregon (soon to be California) I have funeral homes requesting that we add "Terramation" - human composting, as a disposition type in Passare.
Julie Hofmann over 1 year ago in Case Management / Case 0 Planned

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