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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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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 17 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 19 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

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 21 days ago in Passare API 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

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 8 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 8 months ago in Case Management / Goods & Services 0 Future consideration

Order of Forms in eSignature Dropdown

I am not sure how the documents are currently ordered in the eSignature dropdown but Einan's at Sunset would like to be able to specify the order by category. They have a lot of forms under "Arrangement Forms" and they currently have to scroll to ...
Julie Hofmann 24 days ago in Case Management / Files 0 Gathering interest