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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 a time found option for certification purposes.

Cutler Funeral Home requested an option for Time Found if Time of Death is uncertain. They will use time found for certain situations.
Ryan Patterson 19 days ago in Case Management / Data Entry 0 Already exists

Having the bottom of the Planning Center Invite email customizable with Branch info

The bottom of the planning center invite currently only shows the main organization's name and address. Funeral homes may find it helpful to have the branch information populate there rather than the main locations information.
Marshall Brooks about 1 month ago in Planning Center 0 Already exists

eSignature Email

Clevland Funeral Home noted that when sending off documents for eSignature, the email that gets sent off to the family will have the logo and name of the organization. Could there be a way for this rather than to have the organization name, but ra...
Guest 6 months ago in Planning Center 2 Already exists

Option to send Planning Center correspondence to one email.

Most funeral homes have an info@ email address, and it has become apparent that a great many of them would like the option to send all planning center messages to the info@ address. Having this option would allow the funeral directors to still rec...
Marshall Brooks 8 months ago in Planning Center 0 Already exists

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...
Jill Materia about 2 years ago in Case Management / Data Entry 0 Already exists

Additional Injection/Drainage Method

On the Embalming page in the Care Center on the Injection Method, Piasecki Funeral Home noted that there in addition to Continuous and Alternate there is an Intermittent method as well. And on the Drainage Method there is additionally an Alternate...
Guest 10 months ago in Case Management / Care Center 0 Already exists

Care Center: Embalming

On the Care Center>Embalming page in Passare on the Injection section there are 3 fields for injections. Piasecki Funeral Home noted that there have been some instances where there may be more injections needed. Having 5 injection fields could ...
Guest 10 months ago in Case Management / Care Center 0 Already exists

Create Permission for Promoting Rolodex Entries

Users would like the option to restrict/allow certain roles access to promote Rolodex entries. This should apply to Custom Entries (blue 'plus' icon > Save to Organization Rolodex' checkbox) and Main Rolodex (Admin > Rolodex > click into ...
Jessie Goggans almost 4 years ago in Case Management / Roles & Permissions 1 Already exists

Associate license number with funeral director users

Please make it so that a funeral director/embalmer's license number is associated with them as a user. For instance, the FD's name populates on the contract once the case has been assigned, but the license number field always pops blank - it would...
Guest about 2 years ago in Case Management / Profile 0 Already exists

Messages - Also notify Secondary Arranger

It would be most helpful if the Secondary Arranger on a case could receive Message notifications when the family leaves messages in the PC.
Guest about 1 year ago in Planning Center 1 Already exists