Pinned ideas

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...

All ideas

Showing 172

1 VOTE

Link document templates to checklist

Now that we have a check list dashboard I find that many of my check list items are forms or checks that need to be printed. It would be a huge time saver if the form for that checklist item could be linked to the task and appear on the dashboard ...

Guest 8 months ago in Case Management / Documents 0 Future consideration

3 VOTE

Add 2nd Driver Option to Transfer Page

On the Transfer Page, under Transfer Detail, it would be most helpful if a drop down field would be added for a 2nd Driver. I would think that most funeral homes use 2 staff members when doing a removal from a home. I type the 2nd driver's name in...

Guest almost 2 years ago in Case Management / Data Entry 1 Future consideration

2 VOTE

Saving SSN for all family members

Currently we can only save SSN for Purchaser and Co-Purchaser. It would be helpful to have this ability for other family members, when they provide it, for future services.

Jill Materia over 1 year ago in Case Management / Family & Friends 0 Future consideration

2 VOTE

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what

Guest over 1 year ago in Case Management / Data Entry 1 Future consideration

1 VOTE

Put a limit on check amount

I would like to have more control over the checks, my employees use the check-writing option in Passare but I would like to assign them a limit or immediately receive a notification if check is cut over a certain amount

Guest 8 months ago in Case Management / Check Writing 0 Future consideration

2 VOTE

Notification for unpaid accounts

It would be helpful if managers, accounting personnel and even directors could be alerted if the At-Need account is not paid in full before the due date.

Guest over 1 year ago in Case Management / Notifications 0 Future consideration

2 VOTE

Additional Religious Preference Options

As there are many additional religious preferences not already listed it would be helpful if an "Other" option was added that would then allow the director to type the religious preference in. This would alleviate the Passare staff from having to ...

Guest over 1 year ago in Case Management / Case 0 Future consideration

1 VOTE

Indiana DC worksheet

Indiana DCs have up to 4 potential “Cause of Death” lines, but also offers another section for the Certifier to enter “Significant Conditions Contributing to Death”. Can such a box be added to the Vital Stats page, directly under the Cause of Deat...

Guest 9 months ago in Case Management / Documents 0 Future consideration

1 VOTE

eSignature: Allow reordering

Currently there doesn't appear to be a way to reorder documents in the eSignature box. This is important.

Guest 9 months ago in Case Management / Case 0 Future consideration

1 VOTE

Checklist autosave

It would be helpful if the checklist boxes would autosave whenever the person who is inputting the information stops moving the mouse (as it does in the planning center). I have went through various checklist steps and forgot to save, and it erase...

Trae Cody 9 months ago in Case Management / Checklist 0 Future consideration

Please enter your email address

FILTER BY CATEGORY