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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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The ability to print name tags from the family listing

I think it would be helpful to have a template that is able to generate the names of family members and their relationships to the deceased on labels that we can use as name tags for visitation and services.
Guest over 3 years ago in Case Management / Family & Friends 0 Not being considered

Add the Ability to Pin Menu to Any Side of the Screen

I spoke to a customer today, she said she would like to see the ability to pin the menu to any side of the screen added to Passare. The menu takes up a lot of space at the top of the screen. In addition, when the menu is unpinned, you are no longe...
Devin Pauly over 3 years ago in Passare API 0 Planned

Batesville Casket Company Intergration

It would be helpful to have an intergration between passare and batesville.
Guest over 3 years ago in Case Management / Admin 1 Already exists

Include Option to Pull Simplified Case Notes in Reports

Customers pulling the Internal Notes (and/or other page Notes) from the cases on a Report would prefer a simplified version of the output that excludes the date/time and author notations. This is particularly useful for customers who have used the...
Kaylan Johnson over 3 years ago in Passare API 0 Not being considered

Allow use of non-Microsoft products for templates

It would be nice if when you download templates if they could open using Google docs, sheets, etc. instead of Microsoft Word, Excel, etc.
Guest over 3 years ago in Passare API 0 Not being considered

Funeral Innovations Integration to include Informant, family

Can we also have the informant and even other family and friends information to migrate to Funeral Innovations along with the obit and service details. Eliminating double entry.
Kurt Edenbach over 3 years ago in Passare API 0 Not being considered

Keep At-Need Conversion Date When Pre-Need Unselected

Users have the option to un-check Pre-Need case type in the Case Information sidebar after selecting the At-Need case type. However, this removes the At-Need Conversion Date from the Case Information sidebar, leaving no way to tell it originated a...
Kaylan Johnson over 3 years ago in Case Management 0 Planned

Editable Case Related Check Amounts

We added the ability to edit a check amount from a case related charge, but the customer stated they would also like to be able to select which items in the price list staff can edit the check amount on. Example: Crematory Charge - Family pays $60...
Erin Merriott over 3 years ago in Case Management / Check Writing 1 Not being considered

Include Branch in Passare/CFS Sync

Would like Passare to push branch info to CFS "Funeral Home" field (in CFS backend). See attachment for where they would like Passare branch to tie to. Submitting for Joe Mahn.
Jessie Goggans almost 4 years ago in Passare API 0 Not being considered

Adding NOK emails to be pulled on reports.

I had a customer request the ability to pull the NOK emails from Family & Friends for reporting purposes. She said that the FH uses those emails to do a email blast, and would awesome to get those emails from a report. The only thing I see cur...
Guest almost 4 years ago in Case Management / User Report 1 Already exists