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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...

Case Management

Showing 134

Expanding the master search bar when searching for funeral homes to include a sublist of branches under each organization

The search bar that internal passare staff use when accessing the master list of funeral homes does not allow for the ability to see branches under the organization name. Including the ability for the branch name to sub-populate under the org name...
Chloe Jonas 11 months ago in Case Management / Search 0 Future consideration

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.
Jill Materia about 1 year ago in Case Management / Family & Friends 0 Future consideration

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what
Guest about 1 year ago in Case Management / Data Entry 1 Future consideration

Notification for unpaid accounts

It would be helpful if managers, accounting personnel and even directors could be alerted if the At-Need account is not paid in full before the due date.
Guest about 1 year ago in Case Management / Notifications 0 Future consideration

Additional Religious Preference Options

As there are many additional religious preferences not already listed it would be helpful if an "Other" option was added that would then allow the director to type the religious preference in. This would alleviate the Passare staff from having to ...
Guest over 1 year ago in Case Management / Case 0 Future consideration

Allow pdf documents to be attached to the note section of checks

It would be helpful to attach invoices to the notes section of a check for quick reference between accounting and the funeral home.
Duane Morey over 1 year ago in Case Management / Accounting 0 Future consideration

National VA Cemetery - FH ID Numbers

Just found out VA Cemeteries give ID numbers to FHs. I didn't know about this. My suggestion is to have a space in the location details of a FH location for this info, and then display it at the top of the Veteran Information Tab in any case that ...
Zach Moore over 1 year ago in Case Management / Organization Info 0 Future consideration

date of death type

For the date of death in First Call and Vital Statistics section can there be an option for choose the type of death date like below.
Guest over 1 year ago in Case Management / Data Entry 1 Future consideration

search ability on Field Name for mapping

Love that we can now search the mapping options when creating a document. Could there be a way to search the Field Names? I have a couple of PDF documents that have 10+ pages of fields (many don't map, but I want to be able to type into the docume...
Holly Stammis over 1 year ago in Case Management / Documents 0 Future consideration

Merge Rolodex contacts

Rather than delete one contact, could there be a way to merge them?
Holly Stammis over 1 year ago in Case Management / Rolodex 0 Future consideration