đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

All ideas

Showing 732 of 732

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke about 1 year ago in Case Management / Data Entry 1 Future consideration

Allow the Itemized Funeral Invoice to be viewable in App.

Many times families will call or follow-up with a clarification after a funeral service to inquire or clarify about an amount or title of fee listed, and if the Itemized Funeral Invoice/Statment of Goods and Services could be available in the mobi...
Erik Huehns 4 months ago in Mobile 0 Planned

eSignature audit trail in the same pdf as signed document

Minnesota requires that all documents be kept in printed form for 3 years, even if the original document is electronic. To be compliant, we need to include the audit trail in the printed document. This document needs to show that it is page __ of ...
Guest 2 months ago in Case Management / Documents 0 Planned

If PC Editor is listed as Informant, make home address requred

Our experience with people filling out the PC has been that they rarely provide their home address...who knows why. This almost always requires that we follow up with the family to get it. My suggestion to remedy this is, if the PC Editor is ident...
Guest about 1 month ago in Planning Center 0 Gathering interest

Ask for how many Death Certificates

One of the main questions we have to ask families is how many copies of the Certifed Death Certificates they will need. It would be nice if this was one of the questions in the PC, along with a list of common institutions that need them. I'm not s...
Guest about 1 month ago in Planning Center 0 Gathering interest

Make Files and Photos Availble in Mobile App

Our funeral home staff is relatively newer to Passare (within) the last couple of months, but we did have a previous funeral home management software provider, prior. In the mobile app, you're able to view some statistical details and have message...
Erik Huehns 4 months ago in Mobile 0 Planned

Sales By GL Code Report

A funeral home's accountant had asked if we had a report that can show the sales by GL account. Their previous system was able to generate this information, and I think this would be a very useful report to incorporate. I've attached an example. I...
Tarrence Price about 1 month ago in Case Management / Reports & Dashboards 0 Gathering interest

Add the ability to distinguish between family balance due and balance paid by pre-need policy

I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...
Corbin Kill about 1 year ago in Case Management / Goods & Services 0 Future consideration

Dark Mode/Version of Passare

Jeremey Heath with Heath Funeral Home has asked if we were able to have a 'dark mode' of Passare. He has mentioned on several occasions that he struggles to see/navigate his webpage.. even after he has adjusted his brightness and monitor settings.
Chloe Jonas over 1 year ago in Case Management / System 0 Future consideration

middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas about 1 year ago in Case Management / Family & Friends 1 Planned