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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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Add Date/Address to Disposition for Final Disposition of Cremated Remains

There is no way to enter a date of final disposition for cremated remains or the address of the location. Since disposition often happens at an address other than the crematory and on a different date, there should be a way to enter the date of fi...
John Glueckert over 1 year ago in Case Management / Data Entry 0 Planned

Add more role tags for ESignature 2.0 Mappings

Several of my funeral homes have documents that require multiple Next of Kin to sign. Currently we have "Role - Next of Kin" for mapping the ESignature to NOK1 but we need to be able to do at least 6 NOK's. This is for Washington and New Jersey cu...
Julie Hofmann over 1 year ago in Case Management / Documents 0 Future consideration

CST Filter on AR System Report

For organizations that tie their accounts based on Client Services Types, they need the ability to filter certain CSTs out of the Accounts Receivable Aged system report. The CST filter would need to have the ability to pull cases that both include...
Guest over 1 year ago in Case Management / System Report 0 Planned

Vitals Beta: Unintentional duplication when adding Transfer Authorizer and Embalming Authorizer

On the Vitals page, if adding Transfer Authorizer AND ALSO an Embalming Authorizer and they're the same person, the person gets added to F&F twice.
Guest over 1 year ago in Case Management / Data Entry 0 Planned

Ability to remove deleted payments from an accounting export

FHOT needs the ability to remove deleted payments from their Quickbooks Payments Export. Ideally this would delete the original payment and its deletion so it would be a wash. Right now, this is causing multiple journal entries that have to be app...
Julie Hofmann over 1 year ago in Case Management / Accounting 0 Already exists

Custom Notification Groups

The ability to @mention roles is great, but we often have exceptions to the permission sets that require a custom role. For example, we might have someone in the Crematory role that also sometimes work in the Care Center, so it would make sense fo...
John Meyer over 1 year ago in Case Management / Notifications 0 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 over 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 over 1 year ago in Case Management / Documents 0 Future consideration

Internal Notification for Check Requests

The customer would like to see notifications for check requests within Passare. Currently they receive a text msg and an email, but no "bell" icon notification pops up. They would also like the option to receive a Bubble Alert.
Erin Merriott about 4 years ago in Case Management / Check Writing 1 Planned

Voiding a Check Request

If the line item associated with a check request is deleted from the contract, the check request should automatically void or grey out. The example given was a director requests a check in the evening for a clergy. The family lets the director kno...
Erin Merriott about 4 years ago in Case Management / Check Writing 2 Planned