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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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A.I. Obituary Writer

Lately I have seen emails and articles regarding Artificial Intelligence Obituary Writing. This would be a fantastic feature to include in the Planning Center for families and funeral home staff to use.
JOEL WALTERS about 1 year ago in Planning Center 2 Planned

Update statutes of Preneed cases from FD

It has been a huge success having the pre-needs from FD automatically come over from FD to Passare. One concern that has been raised is, "What if the policy cancels or is no longer in good standing?" Once the Preneed contract comes over from FD to...
Jessie Martin 6 months ago in Case Management / Integrations 0 Future consideration

Allow Multiple Case Listing Widgets on One Dashboard

To mimic several funeral homes whiteboards and or Google Sheets, it would be good to have the ability to add multiple case listing widgets to one dashboard. Then we could have different filters for each widget to see multiple facets of what is goi...
Julie Hofmann 11 months ago in Case Management / Reports & Dashboards 0 Future consideration

Checklist customization

I have asked for the ability to customize our checklists instead Passare is working checklists on improving checklists on another platform and the main one could be improved. It is not important for us to see our beautiful logo on all in-house doc...
Elizabeth Reed 9 months ago in Case Management / Checklist 1 Gathering interest

Decedent tracking to push to forms

We have a handful of state forms that require information such as “time and date decedent arrives at crematory” as well as “cremation start time” and “cremation end time.” I am aware of the places to manually input this information but it would be...
Trae Cody 9 months ago in Mobile 0 Future consideration

Add weight and height to all case types, entry in First Call

When creating a first call, a weight is essential to know the personnel and resources needed for the pickup, regardless if it is a cremation or not. Height would also be helpful as it is a good identifier of the decedent.
Dan OBrien about 1 year ago in Case Management / Data Entry 0 Planned

E-mail Receipts from Payment

It would be great if when a payment is processed through passare, there was an option to automatically generate an e-mail to a family member or payor to send a receipt.
Trae Cody 6 months ago in Case Management / Accounting 0 Planned

Military Honors Status Needed on Veterans Information Page

I noticed when I took a military honors confirmation that there isn't a specific place in Passare to document this. Nor is there a place for the director to indicate honors were requested. I added my confirmation to the notes section on the vetera...
Guest 12 months ago in Case Management / Data Entry 1 Planned

Beta app: Ability to access my calendar

I would like the ability to access my calendar from the new app.
Guest over 1 year ago in Mobile 1 Future consideration

Convert a preneed case to an imminent-need case

We we get notified of an impending death and there is already a preneed on file, we want to be able to convert that preneed case into an imminent-need case.
Guest over 4 years ago in Case Management / Case 3 Future consideration