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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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Seach bar, Pin/Save on Notification Page

It was suggested that we add a search feature to the notifications page. It would be beneficial for the search feature to allow you to search any notification no matter how old, even being able to search things you've been tagged in. Also being ab...
Guest 2 months ago in Case Management 0 Future consideration

Cursor remaining in the Quick Add Search Box after adding an item to the G&S page.

It has been requested that this feature return. They would like for the cursor to remain in the Quick Add Search Bar after adding an item so that the user does not have to click in the box again to add another item. This would reduce the time spen...
Jennifer Jenson 3 months ago in Case Management 1 Planned

Roles & Permissions for Checklist users

When using manual entry of who completed a checklist task, it shows all users in an org. Often this includes accounting users, integration partners, & FDLIC staff that is not working on checklists. Funeral Homes want a way to remove these user...
Madison Hicks 3 months ago in Case Management / Roles & Permissions 0 Planned

Automatic Disclosures on Contract

This will be helpful to directors so they don't forget to add disclosures to each contract and risk potential fines. It seems to be a simple concept. As embalming is selected in the contract it triggers the embalming disclosure to be added to the ...
Guest 5 months ago in Case Management / Goods & Services 0 Planned

Ability to Create Veteran Specific Checklists

There are many steps that are involved in only veteran cases. Funeral Homes would like the option to set a checklist to show only on Veteran Cases, similar to the Client Service Type/disposition filters
Madison Hicks 3 months ago in Case Management / Checklist 0 Future consideration

I would like to see Passare ofer Aftercare system. We use one buts its just gotten so expensive that we dont really like to use it.

All families would benefit from it. Its like the survey send out, but instead its 5 cards ayear per family for first holiday, first anniversary of the loss for the first year only. It is ver effective.
Guest about 1 month ago in Case Management / Family & Friends 0 Future consideration

User Reports - Outstanding Balances

On the advanced filtering tab in user reports, when you select outstanding balance, you have the options of yes, no, or all cases. If you click yes, it'll pull cases with both negative and positive balances. However, you are given the option of sp...
Tarrence Price 5 months ago in Case Management / User Report 0 Planned

QR Code generation in a case

It would be nice to see Passare incorporate a QR Code generation (or something similar for specific use) within a case. We have a centralized care center for 6 locations and would like to better track personal effects coming from a location to our...
Susan Espinosa 3 months ago in Case Management / Case 0 Future consideration

It would be really helpful if more than one item at a time could be deleted from the checklists.

The checklists are inefficient. It is time consuming to delete items one at a time. We do not use this feature as much as we'd like because of this.
Guest 11 months ago in Case Management / Checklist 0 Future consideration

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 almost 5 years ago in Case Management / Data Entry 3 Future consideration