Pinned ideas

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...

Case Management

Showing 139

1 VOTE

Alphabetize only the last name that you are searching

ex. When I search for last name Hill, it brings up any name that has hill in it. Such as Hilligoss, Philip, Churchill, etc. Is there a way to close the search to only Hill as the last name? When searching it can be time consuming to look through a...

Guest about 1 year ago in Case Management / Case Identifier 0 Future consideration

3 VOTE

A place for FHs to enter credit card fee when recording the payment, not on the contract.

I understand based on a note on a previous idea that there are legal reasons to us having a credit card fee calculator, but it would be very helpful to our FHs if there was a way to record credit card fees in Passare for receipts and documentation...

Anna Andrews over 1 year ago in Case Management / Payments & Adjustments 0 Future consideration

1 VOTE

On the top banner of a case it would be helpful to have the age of the decedent in the format of years, months and days instead of just years.

No description provided

Michael Steele over 1 year ago in Case Management / Profile 0 Future consideration

2 VOTE

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.

Jill Materia over 1 year ago in Case Management / Family & Friends 0 Future consideration

1 VOTE

Option to select the coroner who signed off on cremation auth

It would be helpful for documentation's sake and for the EDRS sync if there was an option to say which coroner signed off on the cremation authorization.

Anna Andrews over 1 year ago in Case Management / Case 1 Future consideration

2 VOTE

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what

Guest over 1 year ago in Case Management / Data Entry 1 Future consideration

1 VOTE

Add In-State Transfer as an option on Disposition Page

On disposition>Disposition Type, it would be helpful to have the option to select "in state transfer."

Anna Andrews over 1 year ago in Case Management / Case 0 Future consideration

2 VOTE

Notification for unpaid accounts

It would be helpful if managers, accounting personnel and even directors could be alerted if the At-Need account is not paid in full before the due date.

Guest over 1 year ago in Case Management / Notifications 0 Future consideration

2 VOTE

Additional Religious Preference Options

As there are many additional religious preferences not already listed it would be helpful if an "Other" option was added that would then allow the director to type the religious preference in. This would alleviate the Passare staff from having to ...

Guest over 1 year ago in Case Management / Case 0 Future consideration

3 VOTE

Bulk Case File Deletion

There needs to be a way to delete case files in bulk, rather than one at a time.

Guest over 1 year ago in Case Management / Case 1 Future consideration

Please enter your email address

FILTER BY CATEGORY