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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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Welcome Video per Funeral Director "Meet Your Director"

Michael Capehart from New Hope Funeral Home had an idea for the PC that I'm not sure is possible. A video intro from the assigned FD. So, we create a very short into video for each FD and make it accessible on the main page (or the side pane) for ...
Julie Hofmann about 7 hours ago in Planning Center 0 New

Preparation Due Edit

The preparation due section that was updated recently is not allowing staff to change the status of prep until a disposition has been selected by the director. This also affects the case reports/additional information input into the embalming tab ...
Guest 1 day ago in Case Management / Care Center 0 New

Super-Admin Role Addition

As a Super-Admin, I could not delete the event on a funeral home's calendar. I had to assign the permission to the Admin/FD role and then "View As" an Admin/FD and then I had the ability to delete the event. Is there a way to add this role to Supe...
Guest 5 days ago in Case Management / Roles & Permissions 0 New

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 ...
Jessie Martin 21 days ago in Case Management / Integrations 0 New

Death Notice Emailing

Looking to be able to add send out a death notice by email like you are able to do for the obituary. On the obituary page at the bottom there is an option to put in a death notice. Can there be an option under that death notice section to be able ...
Guest 8 days ago in Case Management / Obituary 0 New

AI writing tool availability outside of a case

Could you make the AI Writing tool available outside of a case. I would like to use the AI writing tool to create an obituary outside of a case or be able to use it as a general writing tool for creating poems and other general writings.
Ryan Patterson 8 days ago in Passare API 1 New

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...
Adrain Valerio 22 days ago in Case Management / Family & Friends 0 Gathering interest

Add a history for an emailed receipt

It would be great if you could see when/if a payment receipt had been emailed to the family. This would help to ensure they did receive an email and prevent any potential disputes from families claiming they did not receive one.
Madison Hicks 9 days ago in Case Management / Payments & Adjustments 0 New

Death Certificate Working Copy Approval

Passare needs a feature where we can upload a copy of the Working Copy of the Death Certificate (Family Review Sheet.). The family can either approve or reject it. There should be a place for them to type the errors that need to be fixed. If it is...
Crystal Van Orsdel 9 days ago in Case Management / Documents 0 New

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...
Jessie Martin 21 days ago in Case Management / Goods & Services 0 New