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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 see who is logged in from your organization and then live chat for instant messaging with team members

This would allow for somewhat direct communication between members of the same organization when a response is needed quickly. Ideally, it would have some sort of mobile component/capability for when staff is working in the field.
Guest over 4 years ago in Case Management 1 Not being considered

Bulk add prices for new supplier

As our urn prices are rising quickly, I'm needing to update the prices more often, and have looked for some more reasonable suppliers. Which is a whole job in-and-of-itself. But then I have to go into Passare and update the prices there. Which is ...
Holly Stammis over 2 years ago in Case Management / Price List 0 Future consideration

Ability to create a report to show amount netted after taking into account the expenses to provide the service

It would be nice to be able to create a report to show amount netted after taking into account the expenses to provide the service.
Product Team over 4 years ago in Case Management / User Report 0 Future consideration

Make it easier to enter multiple cash advance items rather than one at a time.

It would be great if it could be made easier to enter multiple cash advance items rather than one at a time. Like highlight four or five and hit select rather than clicking in one at a time
Product Team over 4 years ago in Case Management 1 Not being considered

Ability to show Age as Years/Months/Days instead of just Years

I would like the ability to edit the format of age to show it as Years/Months/Days instead of just Years.
Product Team over 4 years ago in Case Management / Data Entry 0 Not being considered

Ability to search family names, billing and case info by mobile app

Having family info as well as billing available on the mobile app would be helpful.
Guest over 2 years ago in Mobile 0 Planned

Add License Number for Nurses in the Rolodex

In the state of Wisconsin, the Nurse license number is required on the Death Certificate.
Julie Hofmann over 2 years ago in Case Management / Rolodex 0 Planned

Blank Form Mapping To Default to Blank Instead of No

Whenever you are mapping a form there is no way to have it default to a blank spot for a Yes or No answer. For example if I wanted an area to be blank but still have the mapping for when the data is marked as yes/no it will automatically put in a No.
Guest over 2 years ago in Case Management / Documents 0 Future consideration

New Options under Rolodex Entries

Heard from a customer today that they would love to have a physical address and mailing address entries in the rolodex because they have a few crematories for example that have different addresses for both. They would also love to have the ability...
Guest over 2 years ago in Passare API 0 Not being considered

Populate case info on Cash cases from At Need cases

When I enter a new cash sale from a family that we already served, it would be helpful and time saving if the address info populated when you start to enter the name info
Guest over 2 years ago in Case Management / Data Entry 0 Future consideration