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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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Case Management

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On Dashboard, when contract total amount or outstanding balance is viewable, when clicked, go directly to that financial page.

Reduces my navigation time. I like when using the universal search, it goes to the same page in the new case. But that only works when you search from a specific case page. This would give you direct access to the financials of the case selected.
Joseph Schuller about 4 years ago in Case Management / Goods & Services 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 about 4 years ago in Case Management 0 Shipped

Add Variations of 'Case Assigned To' Fields in User Reports and Case Listing Widget

User Story We are using Passare to track our Pre-Need contracts. We wanted to create an Aftercare report that showed both the Funeral Director who served the family At-Need and the AP Counselor. I was told that these are currently the same field a...
Alice Brousseau about 4 years ago in Case Management / Reports & Dashboards / User Report 0 Shipped

Ability to bookmark a case from any screen

User Story: I would like the ability to bookmark a case from any screen. Specifications: -Add the bookmark icon to left of the Decedent's name in the Case Menu. (See Mockup 1) -Bookmark icon will have the same functionality as the bookmark functio...
Product Team about 4 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 about 4 years ago in Case Management / Data Entry 1 Shipped

Google Calendar integration

I would like to see Google Calendar integration.
Jim Golub over 4 years ago in Case Management / Calendar 2 Shipped

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 over 4 years ago in Case Management / Rolodex 1 Shipped

Add 'Service Date' Columns to Family & Friends User Reports

IDEA SUMMARY I would like to create Family & Friends User Reports that include the 'Service Date - First' column, along with all other service dates available in the other report types. FUNCTIONAL SPECIFICATIONS For 'Family & Friends' User...
Matthew Morian over 4 years ago in Case Management / User Report 0 Shipped

Add 'Contract Date' Column in Case Listing Widget

USER STORY From the Dashboard's Case Listing widget, I'd like to be able to see what the case's contract date is, without going into the case. FUNCTIONAL SPECIFICATIONS On the On the Case Listing Widget Settings, add a new column titled 'Contract ...
Daniell Jara over 4 years ago in Case Management / Reports & Dashboards 0 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 over 4 years ago in Case Management 0 Shipped