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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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Vitals Beta: Entering Zip Code only no longer populates city/state

Prior to the Vitals Beta implementation, pretty much anywhere in Passare where there were address fields, you could enter the zip code and it would automatically populate the city and state. This is not happening in the Vitals Beta.
Guest over 1 year ago in Case Management / Data Entry 0 Planned

Word Count Obituary

Could we get a word count that would show on the obituary page in Passare? It would be helpful as many of our papers charge per word.
Trae Cody over 1 year ago in Case Management / Obituary 0 Planned

eSignature: Allow reordering

Currently there doesn't appear to be a way to reorder documents in the eSignature box. This is important.
Guest over 1 year ago in Case Management / Case 0 Future consideration

Adding Aquamation/ Alkaline Hydrolysis to Disposition Type on Disposition Page

This FH only does direct cremation and direct aquamation and to record the disposition type for aquamation on the disposition page, they have to select other and type in aquamation every time. It would be great if that could be added to the drop d...
Anna Andrews almost 3 years ago in Case Management / Case 2 Planned

Private way to Identify deceased

I would like to provide private access (maybe a link, etc.) for the NOK to verify the identity of the deceased. If they are not coming into the office, possibly out of state but need to identify in order to proceed with arrangements. Might be a pl...
Guest over 4 years ago in Case Management / Case 0 Future consideration

Ability to "Lock" Creation of Duplicate Case Identifiers

Customer indicated the warning that a case id is already in use is not enough to deter users from creating duplicate case ids. In turn this causes major accounting export issues. They want to allow their locations to manually enter case ids, but t...
Erin Merriott over 4 years ago in Case Management / Case Identifier 0 Planned

Pre-Need Family and Friends Self

When completing a Pre-Need Case, on the Family and Friends page and the Self family and friend is listed. If all applicable information that was filled in on the Pre-Need Basics and Vital Statistics Page be filled in on the family and friend's page.
Guest over 1 year ago in Case Management / Family & Friends 0 Future consideration

VA Headstone or Marker Form (Emblem of Belief)

The VA Form, Claim for Standard Government Headstone or Marker on the Veteran Information Page in Passare. In the Desire Emblem of Belief, there is a radio button for Latin Cross. There is no Latin Cross on the form, if on Passare if it could inst...
Guest over 1 year ago in Case Management / Files 0 Planned

Ability to add different merchandise etc. to the Inventory Management Secetion

It would be great to see "Our Cost" & "Customer Cost". Whether the Merchandise is on display (with the #) and how many in storage and the total number. Also the ability to add other merchandise on "our end" to add to the list .
Guest over 4 years ago in Case Management / Inventory 1 New

Dashboard: Perform Mass Actions

It would be very useful to be able to perform mass actions on multiple cases at once from the Dashboard. Some mass action examples might be: Case Status Disposition Type Client Service Type Funeral Director Case Tags ...to name a few. In order to ...
Guest over 1 year ago in Case Management / Reports & Dashboards 0 Future consideration