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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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Please add ability to change case file document name in Passare.

I am forced to name the file correctly on my computer from my scanner and I would like the abilty to change a document from say _1_2_3SCAN to "Death Certificate."
Guest 5 months ago in Case Management / Documents 1 Planned

Second Visitation tags in obituary

It would be great to be able to add the info for a second visitation as tags that I can add to an obit template. I have a FH who will do a public viewing from 4-6 and 6-8 for example and they would like to not have to enter the second service manu...
Anna Andrews over 1 year ago in Case Management / Obituary 0 Planned

CLAIMCHECK Beneficiary Funeral Home Option

Currently only the servicing funeral home or a person can be selected as the beneficiary on a CLAIMCHECK Assignment. I am needing the option to select another funeral home as the beneficiary, we are seeing insurance policies that are assigned to f...
Denise Chabarria almost 4 years ago in Case Management / Integrations 0 Planned

Internal Notes

It would be useful to have the ability to track internal note history; ex. if the internal note was deleted, it would be great to be able to click "detailed history" and see when and who deleted that note. (like the detailed history on the goods a...
Joanna Gore almost 4 years ago in Case Management / Notes 0 Planned

Sort Batch Forms by trade business

It would be helpful to sort or group batch forms by the trade business. This would make invoicing significantly easier
Madison Hicks 6 months ago in Case Management / Batch Forms 0 Planned

Add the option to put Date of Burying Remains at Cemetery when a Cremation Date is added

When cremation date is added, we should also have another spot for the date of burying remains at the cemetery as well
Product Team about 4 years ago in Case Management / Care Center 0 Planned

Make the parents' "deceased" button the top question, not last

so often the funeral directors forget to ask this question, or staff leave the default "no" option marked. It might be nice if the default was "yes" that the parents are deceased, because they usually are, and if this question were either in the f...
Holly Stammis over 2 years ago in Case Management / Data Entry 1 Planned

I need a column for PreNeed Payments in User Reports

For Keyser Funeral Home, User Reports, when you choose "Rows Show Results For - PreNeed Payments & Adjustments" it does not pull the information from the Payments & Adjustments page on the PreNeed side, it still pulls the AtNeed informatio...
Julie Hofmann 6 months ago in Case Management / User Report 0 Planned

2nd - LEVEL LOG IN AUTHENTICATION

In this world with the pool of nefarious hackers gaining traction in their knowledge of breaching data, it seems VITAL to add 2nd - Level Log in Authentication. If ours or any funeral home database were to be infiltrated the outcome would be catas...
Guest over 1 year ago in Case Management / Security 0 Planned

Recognize URLs in web app Notes

It would be great if URLs could be recognized within a Note and opened in the user's default browser.
Guest 12 months ago in Case Management / Notes 0 Planned