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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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Need a way to hide social security number from mobile users

Need a way to hide social security number from mobile users in the app. They need to see case information and be able to add new cases and fill out vitals but we do not want them to see the social security number because they are just the transfer...
Julie Hofmann 29 days ago in Mobile 0 Gathering interest

System Calendar improvements

How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Ad...
Elizabeth Reed about 5 years ago in Case Management / Calendar 5 Planned

Tracking on Desktop Program

It would be very beneficial for us to have tracking on the desktop version, since we don't always have our phones available, particularly when families are picking up urns at our front office.
Guest 8 months ago in Case Management / Data Entry 2 Future consideration

Completing Tasks Creates Reminder

I think it would be helpful, especially for aftercare, if we could have a reminder scheduled when we mark a task as complete. For example, if we have a checklist task named "Condolence call completed" I would like a reminder to be scheduled 3 week...
Ryan Patterson about 1 month ago in Case Management / Checklist 0 Gathering interest

Planning Center Branding and Customization

When creating custom questions, it would be nice to be able to create checkboxes or radio boxes to select responses from families. Or if we could have formatting for the questions themselves. I wanted to be able to add my client service types with...
Ryan Patterson about 1 month ago in Case Management / Data Entry 0 Planned

Error for Duplicate Cremation ID #

In order to prevent a duplicate cremation ID token from being input or used, Passare should return an error when entering a previously used (duplicate) Cremation ID. This would prevent an operator from mistakenly re-using an old ID or the wrong ID...
Jonathan Holloway about 1 month ago in Case Management / Care Center 0 Gathering interest

Ability to see client service type in mobile app.

We use client service types when we get overnight calls so we can check and see what type of services are on file for the day.
Ryan Patterson 4 months ago in Mobile 0 Planned

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 2 Future consideration

Show suffix in Friends and Family List

When there is a suffix such as jr, sr., III, IV etc., there is a field to enter that in friends and family, however, the suffix does not show in the friends and family list. It would be helpful to have the suffix listed also, especially when it go...
Angela Anello about 1 month ago in Case Management 0 Planned

Check Writing Notifications

Can check writing notifications be made to where the recipients are always notified when checks are requested/created from the goods & services page? Currently, they'll only be notified if the requestor does not have the ability to create chec...
Tarrence Price 2 months ago in Case Management / Check Writing 0 Gathering interest