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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...

Case Management

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Multiple appointment options for Preneed

I noticed you can add an event for more than one appointment in an at need case, but I would like to see the same option for preneed appointments. Sometimes families require more than one preneed appointment especially if they are undecided about ...
Angela Anello 6 months ago in Case Management / Appointments 0 Future consideration

Allow Multiple Case Listing Widgets on One Dashboard

To mimic several funeral homes whiteboards and or Google Sheets, it would be good to have the ability to add multiple case listing widgets to one dashboard. Then we could have different filters for each widget to see multiple facets of what is goi...
Julie Hofmann almost 2 years ago in Case Management / Reports & Dashboards 0 Future consideration

add aftercare follow up fields for reports under rows to show = cases

This would benefit me as Aftercare Coordinator when inviting family members to the aftercare events we offer. Beneficial if report would pull aftercare names, phone number and mailing addresses when rows to show = cases so that the report only sho...
Guest 12 months ago in Case Management / User Report 0 Future consideration

email required field for informant

Be able to require email for an informant.
Guest 6 months ago in Case Management / Family & Friends 1 Future consideration

Add spacing and font options for Organization Message

I regularly send out Organization Messages to staff through Passare. The only problem is that alll text is squished together. There is no ability to space out sentences or paragraphs or bullet points. Additionally, there is no option for bold, ita...
Guest over 2 years ago in Case Management / Organization Info 1 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 about 1 year ago in Case Management 0 Future consideration

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.
Guest over 1 year ago in Case Management / Data Entry 0 Future consideration

Required Field for Ethnicity In Vitals Tab

Florida death records require explaining any "other" selections in its Electronic Data entry for death certificates. In the Vitals tab in Passare, it give option for "Hispanic other" under ethnicity, but no option to fill in what that actually is....
Guest 7 months ago in Case Management 0 Future consideration

Adding Additional Categories to Care Center Embalming Fluids

Adding the ability, within Admin > Care Center, to add additional categories with subsequent dropdowns, rather than typing out the additional Fluids underneath "other", especially if there are multiple being added/used in the FH process.
Guest about 1 year ago in Case Management 0 Future consideration

Please add Money Order as a Payment Option

We have families who pay with a Money Order. We would like an option to designate as such. Thanks!
Jill Materia over 1 year ago in Case Management / Payments & Adjustments 0 Future consideration