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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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Data Entry

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Client Service Type Remain at Pre-Need to At-Need Conversion

When converting a pre-need to at-need the client service type is changed to the first CST based on alphabetical order. So If I have "Cremation with Service" pre-need, it is changed to "Body Present Cremation" because B comes before C. Is there a w...
Ryan Patterson 2 months ago in Case Management / Data Entry 0 Planned

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

Tracking on Desktop Program

It would be very beneficial for us to have tracking on the desktop version, since we don't always have our phones available, particularly when families are picking up urns at our front office.
Guest 8 months ago in Case Management / Data Entry 2 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 over 5 years ago in Case Management / Data Entry 4 Future consideration

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 over 1 year ago in Case Management / Data Entry 1 Future consideration

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

Add city, state next to rolodex entries in dropdowns for venues

There are often multiple rolodex entries for places with the same name (there are 6 DIFFERENT St. Mary's Churches in the areas surrounding Cleveland) when scheduling a service and choosing a venue, it would be nice to see the city, state in the dr...
Madison Scott 6 months ago in Case Management / Data Entry 0 Planned

Planning Center Branding and Customization

When creating custom questions, it would be nice to be able to create checkboxes or radio boxes to select responses from families. Or if we could have formatting for the questions themselves. I wanted to be able to add my client service types with...
Ryan Patterson about 2 months ago in Case Management / Data Entry 0 Planned

expand Cause of Death field

The field for cause of death cuts off text. if it could be expanded or if you could hover over the options to see the full text, it would be super helpful!
Madison Scott about 2 months ago in Case Management / Data Entry 0 Planned

Custom fields with multi select dropdown

When utilizing custom fields, it would be nice to have a "check all that apply" style dropdown where more than one option can be selected at a time
Madison Scott 4 months ago in Case Management / Data Entry 0 Future consideration