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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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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 over 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 over 2 years ago in Mobile 0 Future consideration

Fee requirements for cemeteries

Adding a place in the rolodex for cemeteries that require certain fees. Then when said cemetery is chosen on the disposition page it would pop up a field showing the fee required. This would "remind" the director to add to the contract.
Guest over 2 years ago in Case Management / Rolodex 1 Future consideration

Allow for multiple Preparation Due dates in the same case - Spring Grove & French

Two of our Premium Support clients that run large care centers, would like the ability to have multiple preparation due dates. The scenario they gave us is that someone could need embalming done by X date and time for an ID View, then need full dr...
Julie Hofmann about 1 year ago in Case Management / Care Center 0 Planned

Link document templates to checklist

Now that we have a check list dashboard I find that many of my check list items are forms or checks that need to be printed. It would be a huge time saver if the form for that checklist item could be linked to the task and appear on the dashboard ...
Guest about 1 year ago in Case Management / Documents 0 Future consideration

Add "Embalming Finished Date" to the Event Filters on the Dashboard

Spring Grove Funeral Homes - Premium Services Client - would like to be able to filter their dashboards for cases by the Embalming Finished Date. Can we add this to the "Add Event" dropdown in the filters on the dashboard page?
Julie Hofmann about 1 year ago in Case Management / Reports & Dashboards 0 Planned

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

Custom Fields: Add type to include Family and Friends

On many of the edit dialog screens (e.g., Family member edit), for the lower fields, like Phone and Email, the dialog box does not auto-adjust for the phone's on-screen keyboard. Therefore, the cursor is hidden under the keyboard and you can't see...
Guest over 2 years ago in Mobile 0 Planned

Check Numbers

Currently, when a check is flagged printed in Passare it is locked and the funeral home is unable to change the check number. It would be beneficial to be able to unlock this feature to change a check number. This would alleviate the need to void ...
Joanna Gore over 4 years ago in Case Management / Accounting 0 Not being considered

Searching Document Tags/Mappings

It would be much more efficient if when creating a new document we could search for document mappings using any part of the tag name. Example: Need mapping for Marital Status; Tag Name: Decedent Marital Status I can't search for it by typing "mar"...
Erin Merriott over 3 years ago in Case Management / Documents 0 Planned