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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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Add Ability for Users to Bookmark Forms to Display Separately from Standard Forms

We've had a lot of customers ask about changing the Order/Selection of Standard Forms, and while there are certainly workarounds that we've been able to use, some FH Standard Forms are mandated by Organizations like Vertin/Legacy etc. Specifically...
Guest 3 days ago in Case Management / Case 0 New

Care Center-Cremation Tracking

User Story Kelsey, We are in desperate need of changing how we track urns after cremation. I have been looking at the cremation tracking section on Passare, but feel it needs to be revamped before we can jump over to it. The following requests wil...
Guest over 3 years ago in Case Management / Care Center 0 New

Add acquaintances phone numbers to Case Summary

It would be helpful to see easily acquaintances phone numbers when looking up a case. I would suggest including this info where they are listed on Case Summary and on Family & Friends pages.
Guest almost 4 years ago in Case Management / Family & Friends 1 New

Adding the Estate of the deceased

Please add "Estate of ___ ________" (deceased) to the list of possible payors. It is very irritating to have to add their Estate to a list of possible payors every time and then to have to select a relationship. Please have this in the system so i...
Dana Dingmann about 4 years ago in Case Management / Family & Friends 0 New