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Case Management

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Case type suggestions

My staff has a few suggestions/complaints about how cases can be managed due to the case/client type/status. Can we please be allowed to choose a client service type for an Imminent Need case? Preneed cases would be nice too, but it's especially f...
Holly Stammis 3 days ago in Case Management / Data Entry 0 New

Multiple Roles for Same User

It would minimize the number of roles we have to create if one user could be assigned more than one role. Example: we have a director who works in our admin department. We would want to assign FD roles as well as Admin. Currently we have to create...
Guest 8 days ago in Case Management / User Management 0 New

Additional information needed on "View Check Detail" screen when in Goods and Services

On the Goods and Services screen when clicking on View check details, It would be extremely helpful to see the following, especially when dealing with cash advance accruals: The check transaction. This allows a Vertin user to see at a very quick g...
Londa Darwin 28 days ago in Case Management / Goods & Services 0 New

Allow pdf documents to be attached to the note section of checks

It would be helpful to attach invoices to the notes section of a check for quick reference between accounting and the funeral home.
Duane Morey 13 days ago in Case Management / Accounting 0 New

Add spacing and font options for Organization Message

I regularly send out Organization Messages to staff through Passare. The only problem is that alll text is squished together. There is no ability to space out sentences or paragraphs or bullet points. Additionally, there is no option for bold, ita...
Guest 18 days ago in Case Management / Organization Info 0 New

Adding Option for Mass Deleting of Case Files

Could there be an option to be able to when selecting all of the files in case files to be able to mass delete.
Guest 13 days ago in Case Management / Files 0 New

GPL that populates from Passare Price List

I have had multiple Funeral Homes who wish that we would generate and keep updates their GPLs for them based on whatever information is entered in their Passare Price List as this is something that some other softwares offer and they have gotten u...
Anna Andrews about 1 month ago in Case Management / Price List 1 Gathering interest

Attach a document to a Rolodex entry

The ability to attach a document to a rolodex entry. We have many churches and cemeteries that have policies and fee schedules that would be helpful to have right in the rolodex.
Alex Rydell 9 months ago in Case Management / Rolodex 0 Future consideration

Include Obituary Photo in Messenger Export

It would be very helpful when building out the Messenger Make It! Personal printings, if the photo that's uploaded to the Obituary Photo spot in Passare would be included in the Messenger Export.
Guest 2 months ago in Case Management / Printing 1 Gathering interest

"Add to Dictionary" option on Obituary page to bypass spell check

Funeral home names & cities are often marked as misspelled on the obituary page & can be annoying/distracting to have words underlined multiple times in each obituary. Ex: Falardeau FH in Baldwinsville, both words are underlined every time...
Madison Hicks 2 months ago in Case Management / Obituary 0 Not being considered