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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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Fingerprint Scanner

We have currently been using the THUMBIE fingerprint scanner to upload and then move the print to passare but are having some issues with their setup. Maybe, just maybe, there could be a plugin written to attach a bluetooth scanner like this so th...
Trae Cody 3 months ago in Mobile 0 Future consideration

Tracking on Desktop Program

It would be very beneficial for us to have tracking on the desktop version, since we don't always have our phones available, particularly when families are picking up urns at our front office.
Guest 3 months ago in Case Management / Data Entry 1 Future consideration

Events Calendar

Access to the Events/Calendar via the Passare App would be extremly helpful for users to access on call schedules, funerals, etc...
Guest 2 months ago in Mobile 0 Future consideration

Veteran Section for Family Members

Next to the demographic section on the vitals page could there be a section that would let you input Veteran Information for the spouse?
Adrain Valerio 3 months ago in Case Management / Family & Friends 0 Future consideration

In Arrangement tab NOTHING SHOULD BE MANDATORY

you might not know all the info when starting the page. and its a real pain
Matt Murphy 4 months ago in Case Management / Appointments 0 Future consideration

I thought it would be super helpful to have the ability to attach the proper form to the checklist item

Having the ability to upload the form to the checklist item would be super convenient and help us ensure that all documents are submitted and we can have someone in our office check for accuracy once they are uploaded to the checklist
Guest 2 months ago in Case Management / Checklist 0 Future consideration

Bank Reconciliation Feature

Since there is a checkwritting feature available, it would be extremly helpful if there was also a bank reconciliation feature with reports showing what checks/transactions cleared the bank and which are still outstanding.
Londa Darwin over 2 years ago in Passare API 2 Future consideration

Alert Preferences for Checklist/Task Notifications

A funeral director brought up that they receive email notifications when anyone edits or completes a task in a checklist. He is the owner of the task but does not want to receive email notifications of this. There is no current setting that we are...
Jennifer Jenson 6 months ago in Case Management / Checklist 0 Future consideration

Set file order when sending documents for e-signature.

Dear Passare Team, First off, I want to say that I absolutely LOVE Passare! I'm continually impressed by its depth and functionality, as well as the excellent support from your team. I’m truly grateful for this program and feel fortunate to work a...
Ilex Climenhaga 3 months ago in Case Management / Files 0 Future consideration

Custom Fields on Family & Friends

Can there be an option to add a custom field on the Family & Friends page.
Guest 3 months ago in Case Management / Family & Friends 0 Future consideration