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...
We had a funeral director suggest the ability (not required, just available) to limit the amount of photos that a family could add to a case. She mentioned that they will have families show up with hundreds of photos, and having the ability to lim...
We had a funeral director suggest a system within Passare that could track automobiles, such as location, time until next oil change, what body is in which vehicle, etc. I thought this would be an interesting functionality to implement.
Phone Number/Fax pulling over when Hospice/Hospital are entered
When on the Vitals page, it would be helpful if the Hospice/Hospital phone and fax would pull over without having to select a dr first. Sometimes the FH won't know who the dr is until after the attestation is signed.
Detailed History on Family and Friends Page (Activity Feed)
Similar to the detailed history that is on the Goods and Services & Payments and Adjustments page. A few funeral homes would like to see the activity feed of who is creating family and friends contacts and who is manipulating data in each cont...
Bring over the Vital Statistics information from DIGicon into Passare
Currently DIGicon can capture the Vital Statistics information on the Preneed contract. This can be done on the Vital Statistics page, Thoughtful Decisions Guide, Personal Information Guide, and Memorial Guide. Since Passare has similar fields on ...
Bring the descriptions for "Other" items in DIGicon come over to the Preneed Case in Passare
In DIGIcon, there are many "Other" items listed under the various sections fo the Preneed contract. For Example, Other Merchandise could be the "DVD" or "Memorial package". DIGicon has these descriptions (because they are required) however the inf...
Interested in adding a balance section when searching a case within the "universal" or "general" search bar at the top of Passare to notify funeral homes/staff of a balance due during a quick search of a case.
Make processing refunds on credits cards via Deluxe only allowed by permissions
Impact Funeral Group would like us to limit the option for users to process refunds on credit cards via the Deluxe integration. Currently you can limit this for other transactions in Passare but not specifically on a credit card transaction proces...
Add city, state next to rolodex entries in dropdowns for venues
There are often multiple rolodex entries for places with the same name (there are 6 DIFFERENT St. Mary's Churches in the areas surrounding Cleveland) when scheduling a service and choosing a venue, it would be nice to see the city, state in the dr...
