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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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Phone Number/Fax pulling over when Hospice/Hospital are entered

When on the Vitals page, it would be helpful if the Hospice/Hospital phone and fax would pull over without having to select a dr first. Sometimes the FH won't know who the dr is until after the attestation is signed.
Guest 2 months ago in Case Management / Data Entry 0 Future consideration

Ability to add new locations in the app if they are not in the Rolodex

For fields such as "Location of Death", "Location of Remains", etc. We need the ability to add a new location without having to select "Other". There needs to be a field to type in a new location. Currently if you choose "Nursing Home" for example...
Julie Hofmann about 1 month ago in Mobile 0 Gathering interest

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke over 1 year ago in Case Management / Data Entry 1 Future consideration

Feature to generate Cremation ID Numbers

Connelly McKinley currently has a system that generates a cremation id number to match with the cremation coin that goes with the cremated remains. They would like Passare to allow them to start the count at a specific number for instance 68912 an...
Julie Hofmann about 1 month ago in Case Management / Data Entry 0 Planned

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.
Product Team over 5 years ago in Case Management / Data Entry 4 Future consideration

Bring the descriptions for "Other" items in DIGicon come over to the Preneed Case in Passare

In DIGIcon, there are many "Other" items listed under the various sections fo the Preneed contract. For Example, Other Merchandise could be the "DVD" or "Memorial package". DIGicon has these descriptions (because they are required) however the inf...
Jessie Martin 3 months ago in Case Management / Goods & Services 0 Future consideration

Attach a document to a Rolodex entry

The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
Alex Rydell over 3 years ago in Case Management / Rolodex 0 Future consideration

Option to Make Signature Required in Tracking

When adding a new location for a decedent in app, it would be useful if the signature of the person moving the location was required. This is especially important to Illinois funeral homes where this is a requirement of the state. This should be s...
Guest about 1 month ago in Mobile 0 Gathering interest

Display Notes from Funeral Options Events on Case Summary/Schedule of Services section, printouts, and Funeral Options event list

Notes made within the Event on the Funeral Options page do not display outside of the widget for the Event. Notes should be displayed on the Funeral Options page list of events, on the printout for that page/section, as well as on the Case Summary...
Kaylan Johnson 6 months ago in Case Management / Appointments 0 Planned

Warning when changing branches if there is a Contract built already

When changing a case that has a contract built out on it to a new branch within an organization, the GL account numbers still reflect the previous branch, rather than updating to the new branch’s GL account numbers. The only way to correct this is...
Marshall Brooks 3 months ago in Case Management / Goods & Services 0 Future consideration