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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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Collect eSignatures at Funeral Home

As more funeral homes are utilizing the Planning center both remotely and during arrangements, it has come up that it would be very helpful for families to be able to sign documents while at the funeral home instead of the FD sending the signature...
Anna Andrews over 1 year ago in Planning Center 2 Planned

Beta app: Ability to see a photo of the deceased

I would like to see a photo of the deceased on the 'Prep' page in the new app.
Guest about 2 years ago in Mobile 0 Future consideration

Beta app: Ability to access case files

I would like the ability to access case files from the new app.
Guest about 2 years ago in Mobile 0 Future consideration

Family & Friends Radio Button For Deceased

Would be helpful to move radio button for living/deceased up next to name of family friends when entering data instead of having to drop down to additional information everytime.
Clayton White over 1 year ago in Case Management / Family & Friends 0 Planned

Mobile Crematory App

Add the ability to put state entries and all crematory operations into the mobile app.
Dan OBrien over 1 year ago in Mobile 0 Future consideration

Integration for Legacy Touch

If Passare had the capability to store Finger Prints and PINs for Prints that would sync over to the Legacy Touch system.
Guest over 1 year ago in Passare API 1 Future consideration

Having a link in goods & services to a corresponding cash sale

I don't think there is currently a way to know that a cash sale exists relating to a specific case UNLESS you open each cash sale to see if there is a case reference on the basic info page. Even though it does link back to the case from within the...
Guest over 4 years ago in Case Management / Goods & Services 1 Planned

Checkbox on Vital Stats Page - Pregnant? Yes or No

Funeral Homes that have to use EDRS to request and input Death Certificate info need a checkbox to confirm whether or not the decedent was pregnant on the Vital Statistics page. There is currently nowhere in the case that collects this information...
Kaylan Johnson almost 4 years ago in Case Management / Data Entry 0 Planned

“Keyword” search case filter

Is it possible to add a new search criteria option to the case filters? There are times when we need to pull from old cases for reference, or reference a case where something particular was in the goods and services, but can't remember which speci...
Guest 7 months ago in Case Management / Search 0 Future consideration

Messages - Also notify Secondary Arranger

It would be most helpful if the Secondary Arranger on a case could receive Message notifications when the family leaves messages in the PC.
Guest 7 months ago in Planning Center 1 Already exists