💡 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

All ideas

Showing 276

Create a Draft or Quote of a Contract

Families often want to see multiple variations of the contract. Would be great to be able to create multiples drafts or quotes within the same case.
JOEL WALTERS over 5 years ago in Case Management / Case / Goods & Services 0 Future consideration

Annual comparison case data on Dashboard

With our former company, SRS, we could see our previous year month and this year month comparisons with call volume and dollars per month. I have attached a screen shot.
Guest 3 months ago in Case Management / Admin 0 Future consideration

Add Remaining Capacity to Dashboard in Passare Pro

With the new capacity option in the mobile app, we are needing a way to see how much room is left at a certain location, but we would like to see it on our dashboards in Passare. Could you add the capacity or remaining capacity (this is ideal) as ...
Julie Hofmann 3 months ago in Case Management / Reports & Dashboards 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 about 1 year ago in Case Management / Care Center 0 Future consideration

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 about 1 year ago in Case Management / Case 0 Future consideration

Location of Remains - Medical Examiner's Office

When on the Vitals page, selecting the Location of Remains, you can select "Medical Examiner's Office, but you cannot specify which M.E.'s office they are currently at. This would help to determine which M.E.'s office they are at and have it pull ...
Guest 3 months ago in Case Management / Data Entry 1 Future consideration

Add DNA Sample Obtained "yes/no" radio button

Connelly McKinley in Cananda would like us to add DNA Sample Obtained "yes/no" radio button to the care center near "Fingerprints Obtained".
Julie Hofmann 7 months ago in Case Management / Care Center 0 Future consideration

Delete multiple case files

I recently had a family share 90-100 photos that I put into case files for a memorial video. They then emailed me and said they wanted me to delete all and they were sending more. If possible, it would be great for there to be a button that delete...
Trae Cody 3 months ago in Case Management / Documents 0 Future consideration

Add a place to add clergy name

Need a place to record the clergy name so that it can be found if we are doing a case and want to see who the clergy was on a previous case.
Charles Evans about 1 year ago in Case Management / Data Entry 2 Future consideration

Preparation Due Date and Cremation Date fields from Care Center visible on the Funeral Options Page

Jayme with Brussard's has requested that the prep due by and cremation scheduled date fields be listed/visible on the Funeral Options page to make scheduling events easier for the team.
Chloe Jonas 7 months ago in Case Management / Care Center 0 Future consideration