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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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Embalming Page- add Tank Size option for all injections/fluids

It was suggested that the option to record the tank size for each injection type be added to the Embalming Page/Care Center in cases where the tank sizes are not the same for all injection fluids. This will help make paperwork/records more accurate.
Jennifer Jenson 8 days ago in Passare API 0 New

Ability to Create Veteran Specific Checklists

There are many steps that are involved in only veteran cases. Funeral Homes would like the option to set a checklist to show only on Veteran Cases, similar to the Client Service Type/disposition filters
Madison Hicks 10 days ago in Case Management / Checklist 0 Gathering interest

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 14 days ago in Case Management / Automations & Triggers 0 Gathering interest

Option to send Planning Center correspondence to one email.

Most funeral homes have an info@ email address, and it has become apparent that a great many of them would like the option to send all planning center messages to the info@ address. Having this option would allow the funeral directors to still rec...
Marshall Brooks about 1 month ago in Planning Center 0 Gathering interest

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 20 days ago in Passare API 0 Gathering interest

E-Signatures Multiple Owners

Sam Busalacchi with Vertin called and said they are needing for E-signatures to be able to assign fields to specific family members. He said that DocuSign does this, but Vertin is planning on leaving them soon, and just use us exclusively. Are we...
Tarrence Price 22 days ago in Planning Center 0 Gathering interest

Place Of Death - Inside City Limits

Is it possible to add "inside city limits yes no" under the death section on vitals? This field exists under the decedent section, and there is also a mapping for place of death inside city limits, but there is no field in Passare. This would be h...
Tarrence Price about 1 month ago in Case Management / Data Entry 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 4 months ago in Case Management / Family & Friends 0 Future consideration

User Reports - Outstanding Balances

On the advanced filtering tab in user reports, when you select outstanding balance, you have the options of yes, no, or all cases. If you click yes, it'll pull cases with both negative and positive balances. However, you are given the option of sp...
Tarrence Price 3 months ago in Case Management / User Report 0 Planned

PDF Forms Default Value Field Property Function

Adobe allows prepared form fields to have a "Default Value designated in the Properties of the field. Ideally, it would be very helpful to be able to use this "Default Value" through Passare forms that may not always populate information. Curren...
Guest 24 days ago in Passare API 0 Gathering interest