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Family & Friends

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I would like to see Passare ofer Aftercare system. We use one buts its just gotten so expensive that we dont really like to use it.

All families would benefit from it. Its like the survey send out, but instead its 5 cards ayear per family for first holiday, first anniversary of the loss for the first year only. It is ver effective.
Guest 4 months ago in Case Management / Family & Friends 0 Future consideration

Ability to Add More Than 1 Email Address

Please add the ability to add a secondary email address for Family/Friends. We often have loved ones provide us with their home and work email addresses and are asked to send correspondences to both. Right now we have no way to log them other than...
Guest over 1 year ago in Case Management / Family & Friends 0 Future consideration

ClaimCheck Assignment

Many times we have part of the insurance information required to start a ClaimCheck claim, but not all of it. Currently, the only option available is "Save and Submit". I believe we should also have just a "Save" option, so we could input what inf...
Guest 3 months ago in Case Management / Family & Friends 0 Planned

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

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

Alternative Name Search

I have a preneed with a son in law in charge that has a nickname that he goes by and I entered it under alternative name AND display name under friends and family. Since that is how he is known, I searched him to find the preneed and there were no...
Angela Anello 3 months ago in Case Management / Family & Friends 0 Planned

"Do Not Contact" Role for Family/Friends

There are some cases where family members do not want us to give out information to specific people. It would be helpful to be able to add them to the friends/family list with a role of something to the effect of "Do Not Contact" so any other dire...
Guest about 1 year ago in Case Management / Family & Friends 1 Planned

email required field for informant

Be able to require email for an informant.
Guest 4 months ago in Case Management / Family & Friends 1 Future consideration

Phone Number

Showing the family members phone number next to the email address in family and friends would be helpful.
Guest 10 months ago in Case Management / Family & Friends 0 Planned

Relationship of Ex-Spouse

In the state of Massachusetts, it is required to have the ex-spouse listed on the death certificate. we currently do not have a way to mark this except for using "other" and cannot map this to a field because it might not always be the exspouse
Madison Hicks about 2 years ago in Case Management / Family & Friends 0 Planned