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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 Aquamation/ Alkaline Hydrolysis to Disposition Type on Disposition Page

This FH only does direct cremation and direct aquamation and to record the disposition type for aquamation on the disposition page, they have to select other and type in aquamation every time. It would be great if that could be added to the drop d...
Anna Andrews about 2 years ago in Case Management / Case 2 Planned

Custom Fields: Add type to include Family and Friends

When setting up Custom Fields, as for the Field Type. It would be good if one of the options was to be able to choose from the Family and Friends table.
Guest about 2 years ago in Case Management / Data Entry 0 Planned

Ability to Dial Number from Mobile App and more

When developing the Passare App, I had a thought that when inputting families contact information, primarily their phone numbers I would assume that in the app you could tap the phone number and your phone give the option to dial. My idea is could...
Zachary Maikranz about 2 years ago in Mobile 0 Planned

Hide Care Center

Ops would like Care Center hidden by default and turn it on by request, like our other features. This feature is not used by all customers and can cause confusion during trainings and for new customers learning the system.
Jessie Goggans about 2 years ago in Case Management / Care Center 0 Planned

Alternate sign-in options for families

Many 3rd party websites that I sign into allow me to sign in with my google/Facebook/outlook accounts. I could see that for many people, creating a new account for a short term use such as planning center could be a hang up. Is it possible to allo...
Holly Stammis over 2 years ago in Planning Center 0 Planned

Add "Save as New" Option for Shared Dashboards/Whiteboards

Many times, a User or Super Admin will create a Dashboard to be Shared with a Funeral Home and used as Whiteboards. Sharing is helpful but if changes are needed, only the owner can implement those. Allowing Users to "Save as New," similar to how i...
Kaylan Johnson over 2 years ago in Passare API 0 Planned

There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

I have thought this myself and a funeral home brought it up yesterday because they liked the shortcut to templates and case files that appears on each page in the case.
Anna Andrews over 2 years ago in Case Management / Calendar 0 Planned

Cemetery phone number on disposition page

We get the address but not the phone number on that landing page.
Holly Stammis over 2 years ago in Case Management / Data Entry 0 Planned

Manually insert a Checklist

From what I can tell, the only way to get a checklist to show up is for it to happen automatically, based on certain criteria. That works great, but if something changes in that criteria, there's no way to manually insert a pre-populated checklist...
Guest over 2 years ago in Case Management / Checklist 1 Planned

Additional User Report Fields - Disposition

Customer requested user report fields to pull disposition related information such as cemetery and crematory name, addresses, and state information.
Erin Merriott over 2 years ago in Case Management / User Report 0 Planned