đź’ˇ Share your Ideas!
ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0

Case Management

Showing 540

Branch Specific Standard Forms

Being able to select documents to show in the standard forms based on either organization or branch would allow greater organization for our firms that are in multiple cities/counties and need specific forms for each location.
Madison Hicks 17 days ago in Case Management / Documents 0 Planned

Add or Edit Family Email after Planning Center Invite Sent

Sometimes, families do not provide their email address right away, but still want the planning center invite. Once we meet with them and they provide us their email, it cannot be added to their profile as it is grayed out. Why is this and can this...
Guest 18 days ago in Case Management 0 New

Create Planning Center Originated documents to show in separate section

Create a tab on the Case Files page to separate files that originated from the Planning Center. Ideally, there would be 3 tabs: 1 for ALL Case Files, including files from the funeral home and the planning center, 1 for case files added only by the...
Madison Hicks 10 days ago in Case Management / Files 0 Gathering interest

Under Funeral Options, add button 'If Cremated Remains' present for service; not just 'Body'

This would help communicate to staff if Urn is present. Not all families want them present
Guest 11 days ago in Case Management / Care Center 0 Gathering interest

Display Notes from Funeral Options Events on Case Summary/Schedule of Services section, printouts, and Funeral Options event list

Notes made within the Event on the Funeral Options page do not display outside of the widget for the Event. Notes should be displayed on the Funeral Options page list of events, on the printout for that page/section, as well as on the Case Summary...
Kaylan Johnson about 1 month ago in Case Management / Appointments 0 Planned

Tracking on Desktop Program

It would be very beneficial for us to have tracking on the desktop version, since we don't always have our phones available, particularly when families are picking up urns at our front office.
Guest about 1 month ago in Case Management / Data Entry 1 Gathering interest

Annual comparison case data on Dashboard

With our former company, SRS, we could see our previous year month and this year month comparisons with call volume and dollars per month. I have attached a screen shot.
Guest 13 days ago in Case Management / Admin 0 Gathering interest

Add "Domestic Partner" as a Relationship

Please add "Domestic Partner" as a relationship when entering a family and friend. This is not the same as Common Law or Common Law Spouse. This idea is already planned, please add Domestic Partner as well.
Guest 2 months ago in Case Management / Family & Friends 0 Gathering interest

Veteran Section for Family Members

Next to the demographic section on the vitals page could there be a section that would let you input Veteran Information for the spouse?
Adrain Valerio about 1 month ago in Case Management / Family & Friends 0 Gathering interest

Add Remaining Capacity to Dashboard in Passare Pro

With the new capacity option in the mobile app, we are needing a way to see how much room is left at a certain location, but we would like to see it on our dashboards in Passare. Could you add the capacity or remaining capacity (this is ideal) as ...
Julie Hofmann 14 days ago in Case Management / Reports & Dashboards 0 Gathering interest