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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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A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke 3 months ago in Case Management / Data Entry 1 Future consideration

Add the ability to distinguish between family balance due and balance paid by pre-need policy

I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...
Corbin Kill 3 months ago in Case Management / Goods & Services 0 Future consideration

It would be really helpful if more than one item at a time could be deleted from the checklists.

The checklists are inefficient. It is time consuming to delete items one at a time. We do not use this feature as much as we'd like because of this.
Guest 4 months ago in Case Management / Checklist 0 Future consideration

Ability to capture the bank name when adding a check payment

We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.
Jill Materia 7 months ago in Case Management / Payments & Adjustments 1 Future consideration

hiding pre-need appointment option when a case becomes at-need

Is it possible in the Appointments tab for the pre-need appointment info to "hide" when a case becomes at-need? Not sure why it's not obvious to the person scheduling where they are entering the info, but they don't notice and it throws off any re...
Susan Espinosa 2 months ago in Case Management / Appointments 0 Future consideration

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Jill Materia 5 months ago in Case Management / Data Entry 0 Future consideration

Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?
Tarrence Price 11 months ago in Case Management / Appointments 1 Future consideration

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.
Product Team about 4 years ago in Case Management / Data Entry 3 Future consideration

Ability to unselect imminent need once converted to at-need

Johnson-Romito Funeral Home (premium customer) would like to have the ability to unselect the imminent need case type once they convert to at-need in order to differentiate and separate
Chloe Jonas 3 months ago in Case Management / Case 0 Future consideration

Cemetery Address on Disposition Page

In the event of adding multiple disposition details, it could be helpful to have both disposition locations listed (Addresses). Recently had a case where there was a cremation and both a burial of cremated remains and the address of the cemetery w...
Guest 12 months ago in Case Management / Case 0 Future consideration