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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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Showing 544 of 544

Mobile Read-Only Permissions

We are needing the capability to offer a true "Read-Only" to mobile users. There are certain users we need to only view the tracked data and not change it, but currently they can update locations & personal affects while having only a "Read" p...
Jessie Goggans over 3 years ago in Mobile 0 Planned

Add Case Identifier as as filter criteria on the Dashboard

Please consider adding Case Identifier to the filter criteria for the Dashboard. Maybe with a start and an end option.
Guest over 1 year ago in Case Management / Reports & Dashboards 0 Planned

Allow for Price List Effective Dates to be Split by Branch

Users with multiple branches are able to assign a specific branch to all items/packages in their Price List but currently the Effective Date settings only allow for one date for each Price List (GPL, CPL, etc.). When there are mutiple branches, it...
Kaylan Johnson over 1 year ago in Passare API 0 Gathering interest

Automatically send notifications to secondary arranger

Currently if you have a Secondary Arranger defined, they don't receive any notifications for anything, unless tagged. Can you please consider including the Secondary arranger for notifications, namely PC notiications?
Guest over 1 year ago in Case Management / Notifications 0 Future consideration

Add a list for Character of Discharge under the Veterans page

From Julie Silha at Schumacher Kish Funeral Home: With that being said, I promised you some information for the Veteran’s information screen to potentially create a dropdown list for Character of Discharge. Coming from a background of working with...
Guest over 1 year ago in Case Management / Data Entry 0 Future consideration

Necessary Addition to Embalming Section

When working to complete a case report on the passare system yesterday I noticed that in the fluid dilution "injection" portion of the case report there is no area to input the amount of gallons injected in the 1st, 2nd and 3rd injection areas as ...
Guest over 3 years ago in Case Management / Data Entry 0 Planned

Case ID not accurate in app UI

On the new mobile app beta when you open a case to view the details, in the "Properties" block, the Case ID is not the actual Case ID, but rather some string of numbers. The correct Case ID DOES appear at the top with the name and also in the main...
Guest over 1 year ago in Mobile 0 Planned

Tracking Completed Signatures

There should be some kind of notification or indicator of completed signatures so a family knows when they are done (i.e., 4 of 5 Complete, etc.). This would help when viewing on a phone or smaller screen where all documents to sign are not readil...
Guest over 3 years ago in Planning Center 2 Already exists

Dashboard Downloads to CSV

It would be really nice if when downloading from a dashboard view, Passare would maintain the original sort order of the dashboard view that is being downloaded. Instead you have to remember how you had the dashboard set up and re-sort the CSV file.
Elizabeth Reed over 3 years ago in Case Management / Reports & Dashboards 0 Planned

Batch Deposit

When preparing and selecting for Batch Deposits allow an additional sort by Payment Type but there are only 2 options it provides for are Insurance or Payments; allow to also pull or separate by any Payment Source Types, Check, Credit Card, Cash, ...
Elizabeth Reed over 3 years ago in Case Management / Batch Deposits 2 Future consideration