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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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eSignature audit trail in the same pdf as signed document

Minnesota requires that all documents be kept in printed form for 3 years, even if the original document is electronic. To be compliant, we need to include the audit trail in the printed document. This document needs to show that it is page __ of ...
Guest 29 days ago in Case Management / Documents 0 Gathering interest

Location of Remains - Medical Examiner's Office

When on the Vitals page, selecting the Location of Remains, you can select "Medical Examiner's Office, but you cannot specify which M.E.'s office they are currently at. This would help to determine which M.E.'s office they are at and have it pull ...
Guest 16 days ago in Case Management / Data Entry 1 Gathering interest

Delete multiple case files

I recently had a family share 90-100 photos that I put into case files for a memorial video. They then emailed me and said they wanted me to delete all and they were sending more. If possible, it would be great for there to be a button that delete...
Trae Cody 20 days ago in Case Management / Documents 0 Gathering interest

Set file order when sending documents for e-signature.

Dear Passare Team, First off, I want to say that I absolutely LOVE Passare! I'm continually impressed by its depth and functionality, as well as the excellent support from your team. I’m truly grateful for this program and feel fortunate to work a...
Ilex Climenhaga about 2 months ago in Case Management / Files 0 Gathering interest

List States spelled out for ease of use, especially for outside US.

Currently, States are listed as 2-character abbreviations in Vitals, which is commonly needed for DCs and other forms, but users would benefit from seeing the full spelling of States in the dropdown. This would mitigate errors and be especially he...
Kaylan Johnson about 1 month ago in Case Management / Data Entry 0 Gathering interest

Edit Price List right on PL Dashboard

If I want to make a quick edit to the price or name of an item, can we have the option to have a quick update of the price list. For example on the price list in Admin just be able to mass update all prices.
Guest about 1 month ago in Case Management / Price List 0 Gathering interest

Custom Fields on Family & Friends

Can there be an option to add a custom field on the Family & Friends page.
Guest about 2 months ago in Case Management / Family & Friends 0 Gathering interest

Child/Children Relationship

Could there be an additional family relationship option for Child/Children.
Guest 22 days ago in Case Management / Family & Friends 0 Gathering interest

Obituary and Disposition Pages Flipped

Aderhold Funeral Home mentioned that having the Obituary and Disposition page flipped on a case would be beneficial so this way the disposition will pull on the obituary.
Guest 22 days ago in Case Management / Case 0 Gathering interest

Allow the Itemized Funeral Invoice to be viewable in App.

Many times families will call or follow-up with a clarification after a funeral service to inquire or clarify about an amount or title of fee listed, and if the Itemized Funeral Invoice/Statment of Goods and Services could be available in the mobi...
Erik Huehns 2 months ago in Mobile 0 Planned