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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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Create an override so that the "Preferred Name" overrides the legal name on contracts, reports, etc

Right now, any document generated uses the name you have put in "John Harry Anderson." But if he always went by Harry Anderson then the contract, front door sign, flower cards, etc, will automatically generate his full name, which wouldn't be p...
Guest 4 months ago in Case Management 0 Future consideration

Change Colors of Background

We have several people that work in more than one company in Passare. It would be so helpful if we could customize the background colors (the blue) in the companies to differentiate them at a glance. We frequently have cases created in the wrong c...
Lizz Gasbarro over 1 year ago in Passare API 0 Not being considered

Remember Preneed Next of Kin when converting to Atneed

When a preneed case goes atneed and the caller is a family member, you wind up with that family member listed twice in the family and friends section. Could there be a pulldown to select a family member that's already in the family and friends? It...
Angela Anello 3 months ago in Case Management / Data Entry 0 Planned

It would be really helpful if more than one item at a time could be deleted from the checklists.

The checklists are inefficient. It is time consuming to delete items one at a time. We do not use this feature as much as we'd like because of this.
Guest about 1 year ago in Case Management / Checklist 0 Future consideration

Height Format

For the height field, the field is only accepting inches, could we have the option to have the format be able to be input as 5'10"
Guest 3 months ago in Case Management / Care Center 0 Planned

Adding the event calendar to mobile app

No description provided
Guest 6 months ago in Mobile 0 Planned

Vitals - Marital Status - If "Widowed" selected and spouse name is entered, make the spouse Deceased

In the new Vitals page, when you select a marital status of anything other than single or never married, the spouse fields appear, which is great. However, to improve this, if the marital status chosen was "Widowed", the spouse entered, should als...
Guest about 1 year ago in Case Management / Family & Friends 0 Planned

Date formatting is problematic

I recognize that this is an American company, but formatting dates 03/07/24 doesn't work universally in other countries - it could be interpreted as March 7 or July 3, depending on who is submitting the information. This has a high likelihood of c...
Guest about 2 months ago in Case Management 0 Gathering interest

Add a save button

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Guest about 2 months ago in Case Management 0 Gathering interest

"Appointment With" Field

On the Vitals page in the Arrangement Section the "Appointment With" field is not currently listed as required but will not let you save the page if you do not input a FD. Could this field either have an asterisk that it is required or be not requ...
Guest 3 months ago in Case Management / Appointments 0 Planned