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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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Unknown Time of Death

Currently there is not a way to indicate if the time of death is unknown. It would be really helpful to be able to indicate this!
Anna Andrews about 2 years ago in Case Management / Case 1 Future consideration

Age on Case Menu to show as Years, Month, Day

On the a case menu on the ID Tag, if there could be an ability to have the age show as years, month, days.
Guest over 1 year ago in Case Management / Case 0 Future consideration

QR code tracking for pets

You have the QR code system for humans. Why not have it for pets. It is nice to be able to see the human cases we are serving through the cremation process. Logging in the retort, processor, urn ready to go to location and urn received at location...
Guest almost 2 years ago in Case Management / Security 0 Future consideration

Cash Sale Able to Pull Info from Existing At-Need Case

Funeral Homes requesting that Cash Sales pull already entered information from At-Need cases, instead of having to re-enter info, which is less efficient. They would like the ability to either choose a Family & Friend on the At-Need case and c...
Guest 9 months ago in Case Management / Data Entry 0 Future consideration

hiding pre-need appointment option when a case becomes at-need

Is it possible in the Appointments tab for the pre-need appointment info to "hide" when a case becomes at-need? Not sure why it's not obvious to the person scheduling where they are entering the info, but they don't notice and it throws off any re...
Susan Espinosa about 1 year ago in Case Management / Appointments 1 Future consideration

Insurance Company on Pre-Need

Dennis George Funeral Home mentioned that when logging Pre-Needs into Passare there is not a spot for them to input the Insurance Company name.
Guest 10 months ago in Case Management / Case 0 Future consideration

Rolodex share contact

In many cases funeral directors or office staff have to access multiple locations, it would be convenient to access rolodex contacts that are shared between all the locations without creating another contact of the same person/church/cemetery in t...
Guest 5 months ago in Case Management / Rolodex 0 Future consideration

saving files

It would be really helpful if we could save existing folders into the case files without separating out each document within the folder
Guest 10 months ago in Case Management / Files 1 Future consideration

eSignatures - Ability to Rotate and Resize Uploaded Files

When uploading documents for eSignature, there are often times when the files are either rotated incorrectly, or just too large to see everything within the eSignature editor. Some Funeral Homes don't have Adobe or anything to properly rotate or r...
Guest 5 months ago in Case Management / Documents 0 Future consideration

Have the option to show a payment as anonymous on the statement.

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Guest over 1 year ago in Case Management 0 Future consideration