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...

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Showing 652

2 VOTE

Pending Service Filter

It would be helpful to filter cases that have any/all services Pending.

Jill Materia almost 2 years ago in Case Management / Case 0 Planned

5 VOTE

adding an option to use military time

Everything we do is on military time, to avoid mistakes: Death Certificates, Time of Death, Appointments, you name it. Having this option will make your software more appealing.

Guest over 4 years ago in Case Management 2 Not being considered

3 VOTE

Warning when At Need case name matches a Pre Need

This is partially a staff training issue, but it would be nice if when entering a new At Need case, should that first & last name match a PreNeed case, a warning would come up. It would need to be easy to override, but we've had a few times wh...

Holly Stammis over 2 years ago in Case Management / Case 0 Planned

2 VOTE

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.

Jill Materia almost 2 years ago in Case Management / Family & Friends 0 Future consideration

2 VOTE

receipt of ashes form.

eceive the We need a form for the person receiving ashes to sign showing their right to recieve the ashes and there acknowledgement of reception. I,name, am the authorizing agent of Name of Deceased and/or have the legal right to control the dispo...

Guest almost 2 years ago in Case Management / Documents 1 Already exists

2 VOTE

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what

Guest almost 2 years ago in Case Management / Data Entry 1 Future consideration

1 VOTE

Rolodex Roles Selection

Allow you to select multiple roles when creating a rolodex entry. For example, when selecting a caller and you add a nurse. I really want to add a hospice nurse but it does not give me an option.

Dennis Helwig 11 months ago in Case Management / Rolodex 0 Future consideration

1 VOTE

Set default tab

Allow users to choose a default tab, so when you load Passare you go to the place you want, as opposed to a default "All cases" tab.

Dennis Helwig 11 months ago in Passare API 0 Future consideration

1 VOTE

Reference Case Details for Deceased Family/Friends

When entering a family member and checking the deceased box for that person, make it so you can pull in the date of death, place of burial, etc. from that family member's case entry. Example: The decedent is Jane Smith. We enter Jen Doe as her dec...

Guest 11 months ago in Case Management / Family & Friends 0 Future consideration

1 VOTE

Order of family members in the planning center

I enter family members into Passare based on birth order, however, the planning center alters my entries and displays them alphabetically. Keeping the same order as the case , in birth order, makes it a lot easier for families to ensure everyone i...

Guest 11 months ago in Planning Center 0 Planned

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