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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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Allow Copying text when viewing various details

Currently if you want to copy some text, such as a phone number, an email, a church name, a family member name, etc...you have to get into "Edit" mode. It would make sense to allow copying of text from the detail dialog, rather than having to ente...
Guest over 1 year ago in Mobile 0 Future consideration

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 about 4 years ago in Case Management / Case Identifier 0 Planned

Key Flow Change

when we are entering payments; we key in the amount and then tab to enter date and then it goes to check #. If we could make a change of tabbing to go to the Payer before going to the check # that would be very helpful
Guest over 1 year ago in Case Management / Payments & Adjustments 0 Future consideration

Family & Friends additional role

We would like to have an additional role in Family & Friends. Called it: Receiving Cremains This is often someone other then the NOK1 who signed the authorization yet they approved and designated someone else to receive or pick them up for them.
Elizabeth Reed over 1 year ago in Case Management / Family & Friends 0 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 about 4 years ago in Case Management / Batch Deposits 1 Planned

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 about 4 years ago in Case Management / Data Entry 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

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