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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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Adding Disp. of Cremated Remains (Mailing of Cremated Remains)

On the Arrangement Page under Disposition, having an option to have a Disp. of Cremated Remains, one of the drop downs be Mailing of Cremated Remains.
Guest over 1 year ago in Case Management / Case 1 Future consideration

Batch Description Column added to the Batch Deposit Export

McLane Funeral home is actively using our Batch Deposit feature, as well as the export. The issue that they have run into is the 'description' column is not a part of our export in Passare. It is also not a field that can be added to a user report...
Chloe Jonas over 1 year ago in Case Management / Batch Deposits 0 Planned

"Other" Rolodex Entries added as a payer

Having the option to have a Rolodex entry that is listed as "Other" on the "Other-Organization" be able to have the option to be added as payer on the payments and adjustments. Especially when that organization is used frequently.
Guest over 1 year ago in Case Management / Rolodex 0 Future consideration

Different color/theme options for Dashboard

It would be nice if there were different color/theme options for Dashboard.
Product Team over 4 years ago in Case Management 1 Not being considered

Exclude Deleted Cases Financials from Accounting Exports

Currently when running an accounting export, you can export financials from a case that has been deleted. In the sense of things if a case is deleted you would no longer need those financials therefore it can cause some confusion if the financial ...
Sierra Chaffin about 3 years ago in Case Management / Export/Import 0 Planned

Check Requests - Amount Override

Since in some instances, a Cash Advance item can be sold for more than what the payment to the 3rd party needs to be, please make it possible for the FD to override the amount. This could be defined in the item's details, rather than making it glo...
Guest over 1 year ago in Case Management / Accounting 1 Already exists

Price list required field

This idea is similar to the "must be pulled from inventory" check mark on items, but it would be for services...it would "require partnered field" or something. For example, if we have a "crematory fee", there must also be a "coroner's permit" or ...
Holly Stammis over 1 year ago in Case Management / Price List 0 Future consideration

Alphabetize only the last name that you are searching

ex. When I search for last name Hill, it brings up any name that has hill in it. Such as Hilligoss, Philip, Churchill, etc. Is there a way to close the search to only Hill as the last name? When searching it can be time consuming to look through a...
Guest over 1 year ago in Case Management / Case Identifier 0 Future consideration

On the top banner of a case it would be helpful to have the age of the decedent in the format of years, months and days instead of just years.

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Michael Steele over 1 year ago in Case Management / Profile 0 Future consideration

Option to select the coroner who signed off on cremation auth

It would be helpful for documentation's sake and for the EDRS sync if there was an option to say which coroner signed off on the cremation authorization.
Anna Andrews over 1 year ago in Case Management / Case 1 Future consideration