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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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Additional Fields on Vitals Page for Wisconsin Death Certificate

The state of Wisconsin is requiring some additional fields for their death certificates, and two funeral homes so far have brought this to our attention. They want these fields hardcoded to the Vitals page New Fields: Primary Occupation at the tim...
Adrain Valerio about 19 hours ago in Case Management / Case 0 Planned

Automated Task Assignment

It would be helpful to have the ability of automatically assign tasks to the "funeral director" and "secondary arranger" assigned to the case. So when a funeral director is assigned to the case the checklist tasks that we deem "FD" tasks would aut...
Ryan Patterson about 1 hour ago in Case Management / Checklist 0 New

Automatically Assign Owners to Checklists When the Checklist is Added Upon Case Creation

It was suggested that it would be useful to have the ability to assign an owner to a checklist automatically added upon case creation. Settings in the backend could include who would automatically be assigned this checklist. This would save time i...
Jennifer Jenson about 23 hours ago in Case Management / Checklist 0 New

Tracking Signatures Print on Location Events History Report

Please print the physical signature of the person signing off when a decedent is moved to a new location and have the signature print on the Location Events History report on the Tracking page. Please add a column to the report called "Signature" ...
Guest 4 days ago in Passare API 0 New

Using AI to Enter Information in a Case

A Passare user was wondering if there could be a way to use an AI tool that would gather information when they're taking notes from the family to automatically populate the said information into a case.
Guest 5 days ago in Case Management / Data Entry 0 New

Separate the Whiteboards from the Organization role & permissions

Larger organizations may limit the permissions of their staff but still want them to be able to set up whiteboard rules. They need to be able to turn on Whiteboards but leave case IDs, CSTs, and the other "Cases" section unavailable
Madison Hicks 5 days ago in Case Management / Roles & Permissions 0 New

Add First, Middle, and Last names as columns in Survey Reports

Funeral Homes would like to pull each part of the name (first name, middle name, and last name) as individual columns on the survey reports
Madison Hicks 6 days ago in Case Management / System Report 0 New

View vs Edit 'Family and Friends'

Once a Family or Friend is entered into the system, it is safe to assume we will need to readily 'view' their contact information on-demand from time to time without necessarily needing to 'edit' their information. It would be nice is 2 small icon...
Guest 8 days ago in Case Management / Family & Friends 1 Gathering interest

URL options for Invite e-mail

The link for the planning center is a little long. Can we have a few options for the link? The text invite is a good length but the invite in e-mail is 4 lines long. If we could have a shorter URL or have the ability to create a hyper link for it ...
Ryan Patterson 8 days ago in Planning Center 0 New

Disposition Tab Primary & Secondary

A Passare user has reached out to suggest there be two disposition tabs on the disposition section of Passare. This is what the user has suggested: "On the disposition tab, it would be helpful if you could have a tab on there for primary dispositi...
Guest 15 days ago in Case Management / Case 0 Gathering interest