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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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Make the parents' "deceased" button the top question, not last

so often the funeral directors forget to ask this question, or staff leave the default "no" option marked. It might be nice if the default was "yes" that the parents are deceased, because they usually are, and if this question were either in the f...
Holly Stammis almost 3 years ago in Case Management / Data Entry 1 Planned

Family & Friends - Beneficiary Role

Beneficiaries don't appear in the order that they are selected on insurance assignments on the payments & adjustments page. Instead they are in order of how they are listed on the F&F page. I'm wondering if it's best to add a role for bene...
Tarrence Price about 4 years ago in Case Management / Family & Friends 0 Planned

Show Private or Public with Services on the Dashboard

When I create a dashboard for future services, I cannot see whether a service is private or public without going into the case or going to the calendar. Can we add a column for private or public or the icon indicator to the dashboard?
Julie Hofmann about 4 years ago in Case Management / Reports & Dashboards 2 Planned

Tagging Directors When Cremated Remains Return from Crematory

Under the cremation tab --return from crematory When a director is marked as the counselor for a case, I would like to be able to tag(@) the director in charge when cremated remains return to the funeral home. Then, Passare can send them a notific...
Simone Coplin about 1 year ago in Case Management / Care Center 1 Future consideration

Filter Task widget cases by case tag

I would like to be able to filter the task widget for cases with or without a specific tag. For example showing cases with the "pending dc" tag and when the tag is removed from the case, those tasks no longer show ion the widget
Madison Hicks 7 months ago in Case Management / Reports & Dashboards 0 Planned

Filter Tasks widget by case status

I want to be able to filter the tasks on my dashboard to show only tasks on cases with a specific status. For example, if my case status is "open" those tasks will be on my widget. once I change my case to "closed" status, those tasks will no long...
Madison Hicks 7 months ago in Case Management / Reports & Dashboards 0 Planned

Add the AI Obituary tool to the Planning Center

Making the AI Obituary writer available for families to use in the Planning Center would be a very valuable tool.
JOEL WALTERS 7 months ago in Planning Center 0 Planned

Second Visitation tags in obituary

It would be great to be able to add the info for a second visitation as tags that I can add to an obit template. I have a FH who will do a public viewing from 4-6 and 6-8 for example and they would like to not have to enter the second service manu...
Anna Andrews almost 2 years ago in Case Management / Obituary 0 Planned

We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

This would give our families two customized estimates without the hassle of re-entering.
Guest almost 3 years ago in Case Management / Goods & Services 1 Planned

Allow Serial Numbers to Be Re-Used When Deleted Due to Error Entry

When entering serial numbers on the Inventory Management page, if a serial number is assigned to the wrong Item Name (whether by user error or based on info from previous system), the only option is to delete that serial number and re-add it under...
Kaylan Johnson about 4 years ago in Passare API 2 Not being considered