Pinned ideas

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...

Case

Showing 253

4 VOTE

Add a place to add clergy name

Need a place to record the clergy name so that it can be found if we are doing a case and want to see who the clergy was on a previous case.

Charles Evans 10 months ago in Case Management / Data Entry 2 Future consideration

11 VOTE

Add weight field to case creation modal

Users would like the option to add in decedent weight on the initial case creation modal, both in the web and mobile apps. Decedent weight is often collected at the time of pickup.

Jessie Goggans over 2 years ago in Case Management / Data Entry 1 Planned

13 VOTE

New Role for Cremains Pickup

While there is a spot in the care center to record who picked up cremains, it would be helpful to add a cremains pickup role like there is a DC recipient role.

Anna Andrews almost 3 years ago in Case Management / Family & Friends 2 Planned

2 VOTE

Delivery To Crematory - Other Option

In the care center under cremation>deliver to crematory, can there be an "other" option so users can manually type in this field? The other sections allow for this.

Tarrence Price 5 months ago in Case Management / Care Center 0 Future consideration

12 VOTE

Ability to customize Family & Friends Fields Placement

Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...

Jessie Goggans over 2 years ago in Case Management / Family & Friends 4 Future consideration

1 VOTE

email required field for informant

Be able to require email for an informant.

Guest 3 months ago in Case Management / Family & Friends 1 Future consideration

7 VOTE

Add Field for Time of Birth for Infant Age Accuracy

In the First Call and Vital Statics pages, there doesn't appear to be a place to write the Decedent's Time of Birth. While that's not a very standard piece of information, it would be beneficial to provide a conditional field to select the time of...

Guest over 1 year ago in Case Management / Data Entry 0 Planned

11 VOTE

Upload Fingerprints

It would really be great to have a place to upload fingerprints…. I use the 2nd photo spot when I can but often use it for an actual second photo. -Jewell Shivery

Guest over 2 years ago in Case Management / Care Center 0 Future consideration

7 VOTE

Multiple Arrangements in the "Appointments Tab"

Is it possible to update Passare so that directors can add more than one arrangement meeting under the "Appointments" tab? On the rare cases where I have to meet with the same family multiple times to go over arrangements, it would be helpful for ...

Guest over 1 year ago in Case Management / Appointments 0 Planned

2 VOTE

Total Balance Due along with Current Invoice Should be Visible in Payment

Not every family understands or wants to use the Planning Center. However, they enjoy the option of making a payment via Credit Card. If we forward the link from the Payment Center to a family via email, the balance due does not appear. Nor does t...

Guest 6 months ago in Case Management / Payments & Adjustments 0 Planned

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