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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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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 about 1 year ago in Case Management / Case 0 Planned

Add obit templates to Passare mobile

Users would like the option to write obits from an obit template in the Passare mobile app. Currently, it is only a text box.
Jessie Goggans about 2 years ago in Mobile 1 Future consideration

Cremation is Final Disposition

When you select cremation and the crematory, that information should remain in the boxes for disposition address. If you are burying the cremated remains in a cemetery, it overrides the crematory address and replaces it with the cemetery address. ...
Guest about 3 years ago in Case Management 0 Planned

Rolodex reverse look up

In the Rolodex, it would be nice if there were a way to see what cases are associated with an entry. Examples of how I'd use this information: "I'm not getting the doctor's to pick up the phone. What did I do last time they had to sign a cert?" "T...
Holly Stammis about 2 years ago in Case Management / Rolodex 0 Future consideration

Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Daniell Jara over 4 years ago in Case Management / Accounting / Export/Import / System Report 0 New

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 about 1 year ago in Case Management / Check Writing 0 Planned

Aftercare Report Death Date Anniversary Filter and Date Range

A user would like to add the ability to filter User Reports on the Death Date Anniversary of decedents for User Reports. In addition, a new Date Range needs to be added on the Run Your Report page for the last month of the last year (E.g., 07/01/2...
Devin Pauly about 3 years ago in Case Management / Reports & Dashboards 1 Planned

Please provide instructions to esignature recipients. The first thing they encounter says sign here. There should be an explanation that they are creating a signature to apply to documents after review.

This will provide more of a comfort level for clients signing. The first page should not say Sign Here when there is no attached documents and no other information.
Guest about 2 years ago in Planning Center 0 Planned

Beta app: Ability to configure and save a case listing view.

I would like the ability to configure and save my case listing view.
Guest about 2 years ago in Mobile 0 Future consideration

Beta app: Ability to see service details

I would like to see service details in the new app (date, time, place of funeral and visitation).
Guest about 2 years ago in Mobile 0 Future consideration