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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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Case Management

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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 5 years ago in Case Management / Case 3 Future consideration

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 7 months ago in Case Management / Payments & Adjustments 0 Planned

Expand Details for Open Casket & Body Present Options

Within the Funeral Options section we would like to have the Open Casket and Body Present areas expanded to include text, not just yes or no. We have many instances were the casket is open for a private family visitations and then closed during th...
Guest over 1 year ago in Case Management / Data Entry 0 Future consideration

Cash Sale Able to Pull Info from Existing At-Need Case

Funeral Homes requesting that Cash Sales pull already entered information from At-Need cases, instead of having to re-enter info, which is less efficient. They would like the ability to either choose a Family & Friend on the At-Need case and c...
Guest 7 months ago in Case Management / Data Entry 0 Future consideration

Electronic Signature Pad Users

We use an electronic signature pad in Digicon to capture signatures. It has the ability during the process of signing to accept the signature onto other forms. It would be very helpful if Passare had the ability to allow electronic signatures at t...
Guest 3 months ago in Case Management 0 New

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 almost 2 years ago in Case Management / Data Entry 0 Planned

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

"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

Insurance Company on Pre-Need

Dennis George Funeral Home mentioned that when logging Pre-Needs into Passare there is not a spot for them to input the Insurance Company name.
Guest 7 months ago in Case Management / Case 0 Future consideration

Additional information needed on "View Check Detail" screen when in Goods and Services

On the Goods and Services screen when clicking on View check details, It would be extremely helpful to see the following, especially when dealing with cash advance accruals: The check transaction. This allows a Vertin user to see at a very quick g...
Londa Darwin over 2 years ago in Case Management / Goods & Services 0 Planned