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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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Notification of Approved Obit

We would like to be notified once the family has approved the Obit in case they don't call or email us to let us know.
Austin Flowers over 2 years ago in Planning Center 0 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

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 almost 3 years ago in Case Management / Care Center 0 Future consideration

Change Case Status from Dashboard or Mass Archive Cases

I need to clean up open cases because an old staff member wasn't consistently doing it. I know there are 174 cases with no outstanding balance, and I can sort for them. But now I have to open each one individually to close them. If I had a drop-do...
Guest 6 months ago in Case Management / Automations & Triggers 0 Future consideration

API to connect with Matthews for Pricing Updates

French would like to explore API options on Price lists in Passare. Alice was talking to Matthews and thought it would be GREAT if we had an API connection in place to update pricing in Passare. When Matthews updates pricing it automatically updat...
Julie Hofmann 6 months ago in Passare API 0 Future consideration

Planning Center Display Name

Can there be a way to control how the decedent's name appears in the planning center? I spoke with a director recently who was needing the planning center name to reflect differently than their legal one, as the person didn't go by their legal nam...
Tarrence Price 3 months ago in Planning Center 0 Planned

Claimcheck Dashboard Configuration

On the ClaimCheck Dashboard, there is currently not a way to configure the columns by adding or taking any away. For example, you can filter for Funeral Director on the case, but you do not have the ability to see a column with the Funeral Directo...
Guest 9 months ago in Case Management / Reports & Dashboards 0 Future consideration

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

Notes on Obituary Page

There is not a notes section on the obituary page. Could a notes section be added for purposes of tagging each other if there are any notes.
Guest 3 months ago in Case Management / Obituary 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 over 1 year ago in Case Management / Checklist 1 Planned