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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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FH Specific Default Options in Care Center

It was requested that funeral homes have the ability to set default options in the Care Center that they most commonly use. "The ability to set the default on the embalming page in Passare to reflect normal company procedures (and change these def...
Jennifer Jenson 4 months ago in Case Management / Care Center 1 Future consideration

Add a Planning Center for Pet Cases

Our pet family members want to be able to add their own information and can be great pre-need leads for our funeral home. We would like to be able to interact with them in the same way we interact with our families in the Planning Center To do thi...
Veronica Penn Beattie 9 months ago in Planning Center 0 Future consideration

Additional Injection/Drainage Method

On the Embalming page in the Care Center on the Injection Method, Piasecki Funeral Home noted that there in addition to Continuous and Alternate there is an Intermittent method as well. And on the Drainage Method there is additionally an Alternate...
Guest 9 months ago in Case Management / Care Center 0 Already exists

Display what user is on each page

Sometimes, you can get an error on a page that says "Someone has made changes that conflict with yours...", and this is because someone else is on the page tying to make changes at the same time another user is. It would be helpful, and help strea...
Guest over 1 year ago in Passare API 1 Future consideration

Allowing Information that is mapped into a form be changed in eSignatures

It was requested that information from a case that is pulled into a form by mapping be allowed to edit or remove when drawing up the document up in eSignatures. Sometimes names are pulled in on certain signature lines b/c the form is mapped for a ...
Jennifer Jenson 5 months ago in Case Management / Documents 0 Future consideration

Decedent tracking to push to forms

We have a handful of state forms that require information such as “time and date decedent arrives at crematory” as well as “cremation start time” and “cremation end time.” I am aware of the places to manually input this information but it would be...
Trae Cody over 1 year ago in Mobile 0 Future consideration

addition

Could you add the full contact info for the the primary purchaser on the case summary page. Right now it looks like the address and zip code is missing. Thank You. Mark olson
Guest 5 months ago in Case Management 0 Future consideration

Messaging Allowed for All Case Types

I had a call from Zarzycki Manor Chapel wanting to use the messaging feature for an imminent need case. They had several family members and emailing them all can become tiresome when having the message in one place would be more convenient.
Guest 5 months ago in Planning Center 0 Planned

Please add Spouse Middle Name field to Vitals Page

Please add Spouse Middle Name field to Vitals Page, this is needed for many death certificates and was requested by McDougal Funeral Home in Utah.
Julie Hofmann 9 months ago in Case Management / Data Entry 0 Planned

A.I. Obituary Writer

Lately I have seen emails and articles regarding Artificial Intelligence Obituary Writing. This would be a fantastic feature to include in the Planning Center for families and funeral home staff to use.
JOEL WALTERS almost 2 years ago in Planning Center 2 Planned