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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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Case Management

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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 about 2 months ago in Case Management / Case 1 Gathering interest

Filter batch forms by custom field dates

Often Funeral Homes use custom fields to track AR related dates. It would be helpful to filter batch forms by the dates in those custom fields
Madison Scott 18 days ago in Case Management / Batch Forms 0 Gathering interest

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 month ago in Case Management / Checklist 0 Gathering interest

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 1 month ago in Case Management / Checklist 0 Gathering interest

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 about 1 month ago in Case Management / Data Entry 0 Gathering interest

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 Scott about 1 month ago in Case Management / System Report 0 Gathering interest

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 about 1 month ago in Case Management / Family & Friends 1 Gathering interest

Whiteboards\Conditional Display Rules: Include all fields that have Staff as options

In the Whiteboards confirguration panel, for Conditional Display Rules, can we increase the available fields to include any Passare field, which is a drop-down including staff names? It works great for Funeral Director, but there are many others, ...
Michael Capehart about 2 months ago in Case Management / Case 0 Gathering interest

Whiteboards: Add in-place editing for Custom Felds when defined as Drop Downs

In the Custom Fields configuration panel, you can define a custom field as a drop-down with values. Please make these in-place editable on the new Whiteboards to change the values, without entering the case.
Michael Capehart about 2 months ago in Case Management / Case 0 Gathering interest

Adding Coroner To Caller Options in Caller Section

A funeral director I spoke with wanted to suggest/request that Coroner be listed in the dropdown for Caller Relationship along with Nurse, Chaplin, Medical Examiner, etc: "Uncertain if this needs to be a suggestion for a software adjustment or if ...
Jennifer Jenson about 2 months ago in Case Management / Data Entry 0 Gathering interest