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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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Add Nurse Practitioner in Provider Types

Joann Brittingham at Short Funeral Home in Delmar, DE has asked if there was an option to include Nurse Practitioner in the list of Provider Types when adding a Rolodex entry from within the case. She gave the example that they have a lot of Nurse...
Product Team almost 5 years ago in Case Management / Rolodex 1 Shipped

Add 'Copy From' Button on Vital Stats Page for Decedent Address

Kelly from Yates Funeral Home would like this idea, I have heard this idea from several others as well. First Call- they have to reenter caller info which is usually next of kin. want an address copy button for the vital statistics and family and ...
Guest almost 5 years ago in Case Management 0 Shipped

Include Embalmers from Rolodex in Embalmer Drop Down

User Story Currently the Embalmers entered in the Rolodex are not tied to the drop down on the embalming page. Therefore the embalmers license number does not autopopulate unless the embalmer is a user in Passare. It would be less confusing and mo...
Sierra Chaffin about 4 years ago in Case Management / Rolodex 1 Shipped

Add "Married, But Separated" Marital Status to Drop-down Selection

North Carolina includes "Married, but Separated" as a legal status (it was added to the NC Death Certificate in Block 6 in 2017), but it's not available for customers to select from the drop-down.
Rachel Galloway over 4 years ago in Case Management / Data Entry 0 Shipped

Have the ability to present merchandise and packages to families via Passare.

The ability to present merchandise and packages to families via Passare would be a great tool. We already have all of our pricing information in the software. If we could use Passare as a presentation tool to present all options to families I beli...
Guest over 2 years ago in Case Management / Goods & Services 0 Shipped

The order of the tabs across the top and how to save work done on obituary

In the collaboration center it would be helpful if the tabs ended with the obituary. it would follow the same flow as the FD side of Passare if you did that. In addition, it is confusing for families who are working on the obituary to know that co...
Guest over 4 years ago in Planning Center 0 Shipped

Connect Funeral Options & Disposition Pages

If we enter in a Burial event on Funeral Options, it should populate a "Burial" disposition on the Disposition page with details, and vice versa. Certain events should allow for these 2 pages to tie together (burials, cremation services, etc) thou...
Jessie Goggans over 3 years ago in Case Management / Data Entry 1 Shipped

Allow balance to stay on the dashboard if insurance assignment is pending

I would be nice to allow a balance to stay on the dashboard if an insurance assignment is pending. Right now once you add in pending claims it will zero it out and makes it harder to keep track of working claims.
Product Team almost 5 years ago in Case Management 0 Shipped

Remove Requirements of Event Dates on the PreNeed Funeral Options Page

On a PreNeed Case in the Funeral Options page, you should be able to select the type of service the person hopes to have but it should not REQUIRE dates. Since the person has no idea when their death will occur, can we take off the required date e...
Guest almost 5 years ago in Case Management / Data Entry 1 Shipped

Add task title to Notes page when notes are placed on a checklist task.

When you add a note on a checklist task, there is not enough detail information on the main Notes page to tell you what the note is in reference to. Could we add the task title to the note so that it is more defined? See attached.
Julie Hofmann about 1 year ago in Case Management / Notes 0 Shipped