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...
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...
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...
create optional questions on preferences page in planning center that match service detail questions in Passare
Funeral homes would like to have questions for the family to answer that map directly to the service details section on the Funeral Options page (i.e music, flowers, printed materials, etc.) ideally these questions would be able to be checked on/o...
Madison Hicks
14 days ago
in Planning Center
0
Gathering interest
Add ability for family to assign roles in Planning Center
Funeral Homes would like the family to have the ability to assign roles (specifically Pallbearer, Honorary PB, Urnbearer) in the planning center when adding family & friends on the family page in Planning Center.
Madison Hicks
14 days ago
in Planning Center
0
Gathering interest
We have customers who are using forms that do not always require one specific role to sign or have information populate (Informant is not always Primary Purchaser) and would like the versatility of 2.0 to pull the information based off of signer, ...
Guest
14 days ago
in Passare API
0
Gathering interest
Jeremey Heath with Heath Funeral Home has asked if we were able to have a 'dark mode' of Passare. He has mentioned on several occasions that he struggles to see/navigate his webpage.. even after he has adjusted his brightness and monitor settings.
Default select the Payer in the email receipt field
typically, the receipt will need to be emailed to the payer on the transaction. When the Payer is selected, ideally, it would default to putting their name in the "email receipt" field to avoid having to choose the payer and then search again for ...
Adding Additional Categories to Care Center Embalming Fluids
Adding the ability, within Admin > Care Center, to add additional categories with subsequent dropdowns, rather than typing out the additional Fluids underneath "other", especially if there are multiple being added/used in the FH process.
Guest
about 1 month ago
in Case Management
0
Future consideration