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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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User Reports - Outstanding Balances

On the advanced filtering tab in user reports, when you select outstanding balance, you have the options of yes, no, or all cases. If you click yes, it'll pull cases with both negative and positive balances. However, you are given the option of sp...
Tarrence Price 10 months ago in Case Management / User Report 0 Planned

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 8 months ago in Case Management / Case 0 Future consideration

Cemetery Address on Disposition Page

In the event of adding multiple disposition details, it could be helpful to have both disposition locations listed (Addresses). Recently had a case where there was a cremation and both a burial of cremated remains and the address of the cemetery w...
Guest almost 2 years ago in Case Management / Case 1 Future consideration

Notes on Obituary Page

There is not a notes section on the obituary page. Could a notes section be added for purposes of tagging each other if there are any notes.
Guest 5 months ago in Case Management / Obituary 0 Future consideration

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 5 months ago in Case Management / Data Entry 0 Planned

Annual comparison case data on Dashboard

With our former company, SRS, we could see our previous year month and this year month comparisons with call volume and dollars per month. I have attached a screen shot.
Guest 3 months ago in Case Management / Admin 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 5 months ago in Case Management / Care Center 0 Planned

Add Remaining Capacity to Dashboard in Passare Pro

With the new capacity option in the mobile app, we are needing a way to see how much room is left at a certain location, but we would like to see it on our dashboards in Passare. Could you add the capacity or remaining capacity (this is ideal) as ...
Julie Hofmann 3 months ago in Case Management / Reports & Dashboards 0 Future consideration

Pending Event date should not auto-populate a date

When the pending event date box is checked, it would be great if the date and time were blank by default. This is used a lot when families know what type of service they want but do not know what day is going to work with family/venue, this is als...
Madison Hicks 3 months ago in Case Management / Appointments 0 Planned

Add Receipt Number to Insurance Assignments (and populate on System Report)

There is no receipt number field on Insurance Assignments, but there is a column for it in the Payments & Adjustments System Report. I think it would be beneficial to be able to log a receipt number in an insurance assignment, at least after t...
Guest 3 months ago in Case Management / Payments & Adjustments 0 Planned