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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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Adding a space for notes in Planning Center between family and FD

I had a FH suggest that there be a field in the Planning Center where FDs and Families can exchange notes. I think this would be a great way to have less emailing between these parties. Also so families can write notes to each other when they live...
Anna Andrews over 2 years ago in Planning Center 3 Planned

Insurance Tracking

We have a payment form for Insurance and it will show as Pending until payment comes through. However, Passare only allows tracking if we use CLAIMCHECK and we do our own in-house on insurance assignments. The dashboard view created will show noth...
Elizabeth Reed over 2 years ago in Case Management / Reports & Dashboards 1 Planned

tagging a role in reminders

Currently in the reminders in Passare you are only able to tag individual users, this is the case for both the body of the reminder in the section where you can tag the user to the reminder. During onsite with Spring Grove they are using reminders...
Chloe Jonas over 1 year ago in Case Management / Reminders 0 Planned

adding a user permission/role "this user can" around who can add discounts on the goods & services page

During an onsite training at Spring Grove Funeral Homes, a conversation with Theresa Correa was had about directors not following processes with adding discounts to the G&S page. They are having a hard time controlling the discounts that are b...
Chloe Jonas over 1 year ago in Case Management / Goods & Services 0 Planned

Family and Friends: Add the ability to view details from anywhere names are shown

It would be helpful if you could view a F & F detail from anywhere in Passare where the F & F appears. For example on the Case Summary page. If you need to edit or view details of a F & F, you currently have to go to the F & F page...
Guest over 1 year ago in Case Management / Family & Friends 0 Future consideration

Update "emblem of belief" availability on Veteran Info Page

See screenshots. On the Veteran Info page, when filing claim for marker, there are two options available of the 65 options listed at the bottom of the VA market form. The Latin cross is one of these options in Passare but is not an option on the f...
Anna Andrews over 2 years ago in Case Management / Case 0 Planned

Forms :: Downloading :: Need Descriptive File Names (instead of custom_docx_ form_....)

File names for downloaded case forms need to be descriptive so that, at least in part, they mirror form display names. Without this, one must open multiple files (when they have downloaded to their machine, which happens often).
Jennifer Noack almost 4 years ago in Case Management 1 Planned

At Need to Trade Call

I need the ability to switch a case from AtNeed to Trade Call without re-entering all the information, this is when a case switches to another funeral home for one reason or another. They often have to pay for charges incurred thus far.
Elizabeth Reed almost 4 years ago in Case Management / Case Identifier 0 Planned

Adding Aquamation/ Alkaline Hydrolysis to Disposition Type on Disposition Page

This FH only does direct cremation and direct aquamation and to record the disposition type for aquamation on the disposition page, they have to select other and type in aquamation every time. It would be great if that could be added to the drop d...
Anna Andrews over 2 years ago in Case Management / Case 2 Planned

Ability to delete a payment from the add to batch deposit list.

Currently deleted payments show up as two transactions in the "add to batch" deposits list. Instead of having to add these deleted payments to a batch, Van Orsdel would like the ability to delete payments from the list that they do not want to add...
Julie Hofmann almost 4 years ago in Case Management / Batch Deposits 1 Planned