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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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Ability to Create Veteran Specific Checklists

There are many steps that are involved in only veteran cases. Funeral Homes would like the option to set a checklist to show only on Veteran Cases, similar to the Client Service Type/disposition filters
Madison Hicks 2 months ago in Case Management / Checklist 0 Future consideration

Change Colors of Background

We have several people that work in more than one company in Passare. It would be so helpful if we could customize the background colors (the blue) in the companies to differentiate them at a glance. We frequently have cases created in the wrong c...
Lizz Gasbarro about 1 year ago in Passare API 0 Not being considered

FH Specific Default Options in Care Center

It was requested that funeral homes have the ability to set default options in the Care Center that they most commonly use. "The ability to set the default on the embalming page in Passare to reflect normal company procedures (and change these def...
Jennifer Jenson about 1 month ago in Case Management / Care Center 1 Gathering interest

Automatic Disclosures on Contract

This will be helpful to directors so they don't forget to add disclosures to each contract and risk potential fines. It seems to be a simple concept. As embalming is selected in the contract it triggers the embalming disclosure to be added to the ...
Guest 5 months ago in Case Management / Goods & Services 0 Planned

QR Code generation in a case

It would be nice to see Passare incorporate a QR Code generation (or something similar for specific use) within a case. We have a centralized care center for 6 locations and would like to better track personal effects coming from a location to our...
Susan Espinosa 3 months ago in Case Management / Case 0 Future consideration

User Reports - Outstanding Balances

On the advanced filtering tab in user reports, when you select outstanding balance, you have the options of yes, no, or all cases. If you click yes, it'll pull cases with both negative and positive balances. However, you are given the option of sp...
Tarrence Price 5 months ago in Case Management / User Report 0 Planned

It would be really helpful if more than one item at a time could be deleted from the checklists.

The checklists are inefficient. It is time consuming to delete items one at a time. We do not use this feature as much as we'd like because of this.
Guest 11 months ago in Case Management / Checklist 0 Future consideration

API to connect with Matthews for Pricing Updates

French would like to explore API options on Price lists in Passare. Alice was talking to Matthews and thought it would be GREAT if we had an API connection in place to update pricing in Passare. When Matthews updates pricing it automatically updat...
Julie Hofmann 3 months ago in Passare API 0 Future consideration

Care Center Merchandise does not show the full name

On the Merchandise page, the items added (caskets, urns, vaults, memorial merch) from the g&s page are in a greyed-out box that does not allow you to see the full name. Even when hovering the full name of the item will not appear.
Chloe Jonas 4 months ago in Case Management / Care Center 0 Planned

Funeral Director Signature

Chesnut Funeral Home mentioned when the funeral directors are signing a form for eSignature having an option for the funeral director to draw their signature like the family could be helpful.
Guest 4 months ago in Planning Center 0 Future consideration