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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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Veteran Forms to Auto-Populate in Standard Forms Section

Now that we have the ability to populate the Veteran Information page by selecting a radio button, it would be a further improvement to have Standard Forms automatically update with all Veteran Forms once this radio button has been selected. The V...
Kaylan Johnson about 4 years ago in Passare API 0 Not being considered

On the top banner of a case it would be helpful to have the age of the decedent in the format of years, months and days instead of just years.

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Michael Steele about 2 years ago in Case Management / Profile 0 Future consideration

Option to select the coroner who signed off on cremation auth

It would be helpful for documentation's sake and for the EDRS sync if there was an option to say which coroner signed off on the cremation authorization.
Anna Andrews about 2 years ago in Case Management / Case 1 Future consideration

Configure Columns on Accounts Page

It would be useful if columns on the accounts page could be configured like the dashboard. Another useful feature would be to have it setup where you can see the cases that are associated with a check when you hover over the check number, or a lin...
Tarrence Price about 4 years ago in Case Management / Accounting 0 Not being considered

Inventory On-Hand Report Changes

Inventory On Hand Report needs to include the following information to meet Federated inventory report requirements. This is important for all customers using Federated and Passare Inventory feature: Add Manufacturer column (pulling from Price Lis...
Jessie Goggans about 4 years ago in Case Management / Integrations / System Report 1 Future consideration

When disposition type is cremation the planning center invitation shouldn't say: "help plan _____ funeral"

If the disposition type is cremation it should say help plan cremation, not funeral.
Guest about 4 years ago in Planning Center 0 New

Include Column for TOD and DOD Combined on Case Listing

Currently, you can sort cases by Case Created At, which includes a timestamp of when the case was created (unchangeable). This ensures the integrity of the order in which the cases were created if sorting by this column. Sorting by the Decedent Da...
Kaylan Johnson about 4 years ago in Case Management / Automations & Triggers 0 Planned

Add In-State Transfer as an option on Disposition Page

On disposition>Disposition Type, it would be helpful to have the option to select "in state transfer."
Anna Andrews about 2 years ago in Case Management / Case 0 Future consideration

Create Permissions for Creating Dashboards/Adding Dashboard Columns

Einan's at Sunset has a transfer team that currently only has permissions to the Decedent Tracking app. However, since they have a Passare log in, they can also access the full dashboard and add any columns that they want to see. This funeral home...
Guest about 2 years ago in Case Management / Roles & Permissions 0 Planned

Dashboards based on Checklist completion

We use the checklist feature extensively for our funeral planning and internal communication. I have created a number important checklists that we use daily: Basic planning, death certificate, cremation paperwork/process, ready for services; as we...
Holly Stammis about 2 years ago in Case Management / Checklist 0 Planned