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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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Adding filtering ability to e-signature widget

Ralph Schugar funeral home has requested the ability to see both completed and incomplete e-signature documents on the e-signature widget. Adding the ability to filter the different statuses and also not lose the completed forms from the widget al...
Chloe Jonas 3 months ago in Case Management / Documents 0 Future consideration

Expand text field for Church Affiliation and Disposition Details

We would like the ability to add more text to Church Affiliation (Funeral Options) and Disposition Details (Disposition).
Jill Materia 6 months ago in Case Management 0 Future consideration

Event Options - new fields

We would like to add the following fields: Funeral Home Involvement (Yes or No) Family Involvement (Yes or No) Would be helpful if this information appeared on our daily schedule too! Thanks!
Jill Materia 6 months ago in Case Management 0 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 3 months ago in Case Management / Case 0 Future consideration

Multiple Arrangements in the "Appointments Tab"

Is it possible to update Passare so that directors can add more than one arrangement meeting under the "Appointments" tab? On the rare cases where I have to meet with the same family multiple times to go over arrangements, it would be helpful for ...
Guest over 1 year ago in Case Management / Appointments 0 Planned

Ability to customize Family & Friends Fields Placement

Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...
Jessie Goggans over 2 years ago in Case Management / Family & Friends 4 Future consideration

Upload Fingerprints

It would really be great to have a place to upload fingerprints…. I use the 2nd photo spot when I can but often use it for an actual second photo. -Jewell Shivery
Guest over 2 years ago in Case Management / Care Center 0 Future consideration

Default select the Payer in the email receipt field

typically, the receipt will need to be emailed to the payer on the transaction. When the Payer is selected, ideally, it would default to putting their name in the "email receipt" field to avoid having to choose the payer and then search again for ...
Madison Hicks 6 months ago in Case Management / Payments & Adjustments 0 Planned

Removing the missing signing alert for preneed cases and adding the ability to hide the signing button in preneed cases

There is currently no way to prevent someone from clicking the 'sign' button on preneeds, this can become a problem when preneed cases are signed by staff when they shouldn't be.
Chloe Jonas about 1 year ago in Case Management / Goods & Services 0 Planned

Additional information needed on "View Check Detail" screen when in Goods and Services

On the Goods and Services screen when clicking on View check details, It would be extremely helpful to see the following, especially when dealing with cash advance accruals: The check transaction. This allows a Vertin user to see at a very quick g...
Londa Darwin almost 2 years ago in Case Management / Goods & Services 0 Planned