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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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Case Management

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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 4 months ago in Case Management / System 0 Future consideration

Rolodex Roles Selection

Allow you to select multiple roles when creating a rolodex entry. For example, when selecting a caller and you add a nurse. I really want to add a hospice nurse but it does not give me an option.
Dennis Helwig 4 months ago in Case Management / Rolodex 0 Future consideration

Reference Case Details for Deceased Family/Friends

When entering a family member and checking the deceased box for that person, make it so you can pull in the date of death, place of burial, etc. from that family member's case entry. Example: The decedent is Jane Smith. We enter Jen Doe as her dec...
Guest 4 months ago in Case Management / Family & Friends 0 Future consideration

Being able to select multiple forms at a time under templates to print

Brown Funeral Home & Cremation Services has suggested that the ability to select multiple documents under the templates page to print more than one at a time would be significantly more efficient than clicking on 8 different forms individually...
Chloe Jonas 4 months ago in Case Management / Documents 0 Planned

Allow one payment to be split across multiple cases for Pet Clinics or Trade Businesses

Currently Best Friends Pet Services (A French Funerals Company) has the ability in SRS to enter one lump sum payment, and select multiple cases to apply the payment to. For example I get $1000 check from a veterinarian clinic and I need to apply i...
Julie Hofmann 4 months ago in Case Management / Payments & Adjustments 0 Planned

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Jill Materia 5 months ago in Case Management / Data Entry 0 Future consideration

User Specific Checklists

There are several checklist filters, can we add another for a user filter. This will allow us to create a customized checklist that applies to specific user(s) within our organization. This can accommodate tasks for different responsibilities, job...
Kurt Edenbach 5 months ago in Case Management / Checklist 0 Planned

Bulk delete reports

How can we delete previously created reports from the lists? i can only imagine keeping them makes rendering the list slower, but i can only delete old reports one at a time?
Kurt Edenbach 5 months ago in Case Management / System Report 0 Future consideration

Add drop down in service entry area on funeral options that states This Event is Not Staffed

This drop down would be very helpful for assistants and people answering the phone to know it is not staffed, it should also show on the page after you save so they do not have to go into the service as if to make changes. In Funeral Options
Guest 5 months ago in Case Management / Appointments 0 Planned

Integrating all rolodexes of the organizations under one umbrella into one

We currently have several locations under the umbrella of Hoy Kilnoski. There are many times we use the same cemetery, church, grave digger, etc. I think it would be great if we could have just one rolodex between all locations rather than having ...
Guest 5 months ago in Case Management / Rolodex 0 Future consideration