đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

Case Management

Showing 502

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin over 4 years ago in Case Management / Goods & Services 3 Planned

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 2 months ago in Case Management / Care Center 1 Future consideration

Add marital status option for "Common Law" and relationship of "Common Law Spouse"

Some states and countries recognize Common Law marriage as an official marital status. This varies from Civil Union. This needs to be an additional option both for marital status and as a relationship
Guest 3 months ago in Case Management / Family & Friends 0 Planned

Automatic Reminders for Checklist Items

We would like the ability to set automatic reminders to our checklist items. There are some items that are time sensitive and the ability to remind someone based off select criteria would be awesome. An example might be Remind the Assigned Directo...
Jill Materia about 1 year ago in Case Management / Checklist 0 Planned

Delivery To Crematory - Other Option

In the care center under cremation>deliver to crematory, can there be an "other" option so users can manually type in this field? The other sections allow for this.
Tarrence Price 4 months ago in Case Management / Care Center 0 Future consideration

Adding memorial contributions to the obituary

When adding a new organization to the rolodex for memorial donations, you are required to add a website for that organization. When no website is entered, Passare will not save the information. Not all non-profits have an on-line donation option. ...
Tim Marodi 5 months ago in Case Management / Rolodex 0 Future consideration

Allowing Information that is mapped into a form be changed in eSignatures

It was requested that information from a case that is pulled into a form by mapping be allowed to edit or remove when drawing up the document up in eSignatures. Sometimes names are pulled in on certain signature lines b/c the form is mapped for a ...
Jennifer Jenson about 2 months ago in Case Management / Documents 0 Future consideration

Tagging Hairdresser

It would be helpful to tag the hairdresser in the appearance section of the care center. This would send our hairdresser a notification so she knows what was discussed.
Guest 7 months ago in Case Management / Care Center 0 Future consideration

addition

Could you add the full contact info for the the primary purchaser on the case summary page. Right now it looks like the address and zip code is missing. Thank You. Mark olson
Guest about 2 months ago in Case Management 0 Future consideration

Ability to Add More Than 1 Email Address

Please add the ability to add a secondary email address for Family/Friends. We often have loved ones provide us with their home and work email addresses and are asked to send correspondences to both. Right now we have no way to log them other than...
Guest about 1 year ago in Case Management / Family & Friends 0 Future consideration