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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 Field for Time of Birth for Infant Age Accuracy

In the First Call and Vital Statics pages, there doesn't appear to be a place to write the Decedent's Time of Birth. While that's not a very standard piece of information, it would be beneficial to provide a conditional field to select the time of...
Guest 9 months ago in Case Management / Data Entry 0 Planned

Beta app: Ability to access checklists

I would like the ability to access checklists from the new app.
Guest over 1 year ago in Mobile 0 Planned

Update statutes of Preneed cases from FD

It has been a huge success having the pre-needs from FD automatically come over from FD to Passare. One concern that has been raised is, "What if the policy cancels or is no longer in good standing?" Once the Preneed contract comes over from FD to...
Guest 3 months ago in Case Management / Integrations 0 Future consideration

branch assignment option for documents

We have a lot of funeral homes that have specific documents per branch. For example, a different contract for each branch. or branches that are in different cities/states require different forms. Being able to assign forms to only certain location...
Madison Hicks about 1 year ago in Case Management / Documents 0 Future consideration

Move SSN on Vitals Page

Could you please move SSN above marital status on the Beta version of the Vitals page? Currently, you select Marital Status first, then if a spouse exists, their first & last name boxes appear. The SSN box is immediately after the spouse. At f...
Guest about 2 months ago in Case Management / Data Entry 0 Planned

Dropdown Case Files

When there are a lot of files/photos on the case files sidebar, if there could be an option to have a dropdown of the files, this way they are all compacted.
Guest about 2 months ago in Case Management / Files 0 Gathering interest

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.
Guest 5 months ago in Case Management / Data Entry 0 Future consideration

Expand Details for Open Casket & Body Present Options

Within the Funeral Options section we would like to have the Open Casket and Body Present areas expanded to include text, not just yes or no. We have many instances were the casket is open for a private family visitations and then closed during th...
Guest 8 months ago in Case Management / Data Entry 0 Future consideration

E-mail Receipts from Payment

It would be great if when a payment is processed through passare, there was an option to automatically generate an e-mail to a family member or payor to send a receipt.
Trae Cody 3 months ago in Case Management / Accounting 0 Planned

Family & Friends: Don't disable email address field on the Passare side if invited by another family member

Currently, if a Family/Friend is invited to the PC via text message, by another family member (not by the FH), if we try to add an email address for them on the Passare side, we are not able to, as the field is grayed out and not available. I unde...
Guest about 2 months ago in Planning Center 0 Gathering interest