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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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Disposition page: Add place to download photo of monument/marker similar to obituary page.

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Joseph Schuller almost 3 years ago in Case Management / Case 1 Future consideration

Add "Check Transaction" Name and account number as a column in User Reports

Add "Check Transaction" Name and account number as a column in User Reports under Checks. This is for Clark Funeral Homes
Julie Hofmann over 1 year ago in Case Management / Check Writing 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 about 4 years ago in Case Management 1 Planned

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 over 1 year ago in Case Management / Reports & Dashboards 0 Planned

At Need to Trade Call

I need the ability to switch a case from AtNeed to Trade Call without re-entering all the information, this is when a case switches to another funeral home for one reason or another. They often have to pay for charges incurred thus far.
Elizabeth Reed over 4 years ago in Case Management / Case Identifier 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 over 1 year ago in Case Management / Check Writing 0 Future consideration

Ability to delete a payment from the add to batch deposit list.

Currently deleted payments show up as two transactions in the "add to batch" deposits list. Instead of having to add these deleted payments to a batch, Van Orsdel would like the ability to delete payments from the list that they do not want to add...
Julie Hofmann over 4 years ago in Case Management / Batch Deposits 1 Planned

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 almost 3 years ago in Case Management / Reports & Dashboards 1 Planned

Necessary Addition to Embalming Section

When working to complete a case report on the passare system yesterday I noticed that in the fluid dilution "injection" portion of the case report there is no area to input the amount of gallons injected in the 1st, 2nd and 3rd injection areas as ...
Guest over 4 years ago in Case Management / Data Entry 0 Planned

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 almost 3 years ago in Case Management / Case 0 Planned