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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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Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?
Tarrence Price over 1 year ago in Case Management / Appointments 1 Future consideration

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin almost 5 years ago in Case Management / Goods & Services 3 Planned

Ability to capture the bank name when adding a check payment

We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.
Jill Materia over 1 year ago in Case Management / Payments & Adjustments 1 Future consideration

calculate the persons age automatically

one less thing to do
Guest 10 months ago in Case Management / Data Entry 1 Planned

New Relationship Type - Great-Great-Grandchildren & Grandparents

Are we able to add great-great-grandchildren, great-great-grandson, great-great-granddaughter, great-great-grandparents, great-great-grandmother, and great-great-grandfather as relationship types? Currently, they can only be added by using "other".
Tarrence Price 5 months ago in Planning Center 0 Future consideration

Automatic Reminders for Checklist Items

We would like the ability to set automatic reminders to our checklist items. There are some items that are time sensitive and the ability to remind someone based off select criteria would be awesome. An example might be Remind the Assigned Directo...
Jill Materia over 1 year ago in Case Management / Checklist 0 Planned

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Jill Materia about 1 year ago in Case Management / Data Entry 0 Future consideration

QR Code generation in a case

It would be nice to see Passare incorporate a QR Code generation (or something similar for specific use) within a case. We have a centralized care center for 6 locations and would like to better track personal effects coming from a location to our...
Susan Espinosa 6 months ago in Case Management / Case 0 Future consideration

Add DNA Sample Obtained "yes/no" radio button

Connelly McKinley in Cananda would like us to add DNA Sample Obtained "yes/no" radio button to the care center near "Fingerprints Obtained".
Julie Hofmann 4 months ago in Case Management / Care Center 0 Future consideration

Ability to lock case files

It would be nice to have the ability to lock case files so that families cannot upload any more photos/documents once we have downloaded them and started working on the media for the funeral. They would have to contact us directly to make those ad...
Guest 2 months ago in Planning Center 0 Gathering interest