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...

Case Management

Showing 499

11 VOTE

Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?

Tarrence Price over 1 year ago in Case Management / Appointments 1 Future consideration

2 VOTE

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 3 months ago in Case Management / Care Center 0 Future consideration

35 VOTE

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

3 VOTE

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

8 VOTE

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

4 VOTE

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

1 VOTE

Allow for mass selection of cases to change case status types.

It would be nice to be able to change the case status of multipe cases at once without having to go into each individual case and change them one by one.

Guest about 2 months ago in Case Management / Case Identifier 0 Future consideration

4 VOTE

Support Chat

Instead of searching for help or emailing support when there is an issue, chat bot or live person to chat with would be very helpful. This was used with another platform and was convenient.

Guest 7 months ago in Case Management / Case 0 Future consideration

7 VOTE

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

1 VOTE

Recode the address input for the deceased so that the address can be input prior to having to select the country

Recode the address input for the deceased so that the address can be input prior to having to select the country.

Guest about 2 months ago in Case Management 0 Gathering interest

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