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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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Adding memorial contributions to the obituary

When adding a new organization to the rolodex for memorial donations, you are required to add a website for that organization. When no website is entered, Passare will not save the information. Not all non-profits have an on-line donation option. ...
Tim Marodi about 1 month ago in Case Management / Rolodex 0 Gathering interest

Automatic Disclosures on Contract

This will be helpful to directors so they don't forget to add disclosures to each contract and risk potential fines. It seems to be a simple concept. As embalming is selected in the contract it triggers the embalming disclosure to be added to the ...
Guest about 1 month ago in Case Management / Goods & Services 0 Gathering interest

Field by names to enter pronounciations

When someone's a name has an unusual or difficult pronunciation I would like to have a field near the name where I can enter it phonetically - so other staff can pronounce it properly when speaking with family. For decedent on vitals screen as wel...
Ann Marie Terpstra about 2 months ago in Case Management / Family & Friends 0 Gathering interest

Claimcheck Dashboard Configuration

On the ClaimCheck Dashboard, there is currently not a way to configure the columns by adding or taking any away. For example, you can filter for Funeral Director on the case, but you do not have the ability to see a column with the Funeral Directo...
Guest about 2 months ago in Case Management / Reports & Dashboards 0 Gathering interest

E-Signature - Required Fields

Sometimes it can be easy to overlook signature and initial fields during the signing process. The blue button in right hand corner will tell you that there is missing information when you hover over it, but it doesn't tell you exactly what. I thin...
Tarrence Price 2 months ago in Planning Center 2 Gathering interest

Allow Preferences Questions to be different based on the Client Service Type of a case

For funeral homes that serve several types of families and have a wide range of case types, it would be good to be able to change the preference questions in the Planning Center based on the Client Service Type chosen in the case. This way, if the...
Julie Hofmann 2 months ago in Planning Center 0 Gathering interest

In the family and friends tab - a notes box for each person to add additional info for them specifically

We have numerous repeat families, and it has become more frequent lately that the family members have no idea their parents/siblings personal information. It would be a place where we could put personal information for the informant, co-informant,...
Melissa Bowen about 1 month ago in Case Management / Family & Friends 0 Gathering interest

add aftercare follow up fields for reports under rows to show = cases

This would benefit me as Aftercare Coordinator when inviting family members to the aftercare events we offer. Beneficial if report would pull aftercare names, phone number and mailing addresses when rows to show = cases so that the report only sho...
Guest 2 months ago in Case Management / User Report 0 Gathering interest

Care Center Portions Option

It would be wonderful if there was an option to alert the care center--cremation tab, how many portions of cremated remains a family would want. Similar to the "Lock of Hair Requested" once it has been clicked yes you have the ability to add the q...
Simone Coplin about 1 month ago in Case Management / Care Center 0 Gathering interest

Vitals: Copy Address

When the new Vitals page was created and merged with the First Call page, the button to copy the decedent's address from existing F&F was not restored. Please put this back.
Guest about 1 month ago in Case Management / Data Entry 0 Gathering interest