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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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Search by Case Reference (Cash Sales)

Users would like to see all associated cases (connected by Case Reference) when searching by at-need OR cash sale. Currently, searching by Cash Sale name will pull an associated At-Need, but searching At-Need name will not pull associated Cash Sal...
Jessie Goggans over 2 years ago in Case Management / Reports & Dashboards 1 Planned

Comparing completion of tasks in one space

Is there a way to create a dashboard or report that would allow us to see all of the tasks per case In one spot? For example: Vital Info is complete Additional Info is required DC composed by funeral director DC sent to doctor for signature Signed...
Dione DeMitro over 2 years ago in Case Management / Checklist 0 Planned

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 over 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 over 1 year ago in Case Management / Case 0 Planned

Every page: Top right corner where name, dates, case identifier is located, add the picture of the deceased.

Many times we forget when enering the data of many cases, that there is a person attached to the case number. It would be nice for director and staff to have that reminder. My picture is up in the corner, and I know what I should look like.
Joseph Schuller almost 3 years ago in Case Management / Case 0 Future consideration

Disposition page: Add place to download photo of monument/marker similar to obituary page.

No description provided
Joseph Schuller almost 3 years ago in Case Management / Case 1 Future consideration

Add "Check Transaction" Name and account number as a column in User Reports

Add "Check Transaction" Name and account number as a column in User Reports under Checks. This is for Clark Funeral Homes
Julie Hofmann over 1 year ago in Case Management / Check Writing 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 about 4 years ago in Case Management 1 Planned

Include Additional Date Range Options for Reports

Users often need financial information in Quarter timeframes (i.e., Last Quarter, Past Quarter, Quarter to Date), which are not currently offered as Date Range options. The only solution is to manually edit the specific start and end date each tim...
Kaylan Johnson over 1 year ago in Case Management / Reports & Dashboards 0 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 over 4 years ago in Case Management / Case Identifier 0 Planned