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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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Automatic Disclosures on Contract

This will be helpful to directors so they don't forget to add disclosures to each contract and risk potential fines. It seems to be a simple concept. As embalming is selected in the contract it triggers the embalming disclosure to be added to the ...
Guest about 1 month ago in Case Management / Goods & Services 0 Gathering interest

Field by names to enter pronounciations

When someone's a name has an unusual or difficult pronunciation I would like to have a field near the name where I can enter it phonetically - so other staff can pronounce it properly when speaking with family. For decedent on vitals screen as wel...
Ann Marie Terpstra about 2 months ago in Case Management / Family & Friends 0 Gathering interest

Next 7 Days - Daily Schedule of Services

I've been working with a client on their daily schedule of services report. They're needing it to run daily and to show services for the next 7 days. We can do next week, but that's only for the calendar week; it won't update every day. We have th...
Tarrence Price 12 days ago in Case Management / System Report 0 New

Planning Center tab > Messaging: Show latest message first when more messages are present than will show without scrolling.

Show latest message first when more messages are present than will show without scrolling. Currently, if you have a lengthy conversation in Messaging, when you go to that page, the messages window is shown, with the top-most message first. That's ...
Guest 15 days ago in Case Management / Data Entry 0 New

saving files

It would be really helpful if we could save existing folders into the case files without separating out each document within the folder
Guest 16 days ago in Case Management / Files 0 New

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke 6 months ago in Case Management / Data Entry 1 Future consideration

Add the ability to distinguish between family balance due and balance paid by pre-need policy

I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...
Corbin Kill 6 months ago in Case Management / Goods & Services 0 Future consideration

Secondary Arranger being mapped for E-Signature 2.0

Jonathon with Holloway reached out to support and was unhappy that he could not assign the secondary arranger to a signature field in 2.0.
Chloe Jonas 19 days ago in Case Management / Data Entry 0 Planned

Option to Copy Deceased's Address for Informant

Often times the informant is the spouse of the decedent. Would be helpful to check a box to copy over the decedent's address as the informant's address.
Guest 19 days ago in Case Management / Family & Friends 0 New

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 about 2 months ago in Case Management / Reports & Dashboards 0 Gathering interest