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...
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...
Add a date of disposition field for disposition of cremains
Please add in a date of disposition for cremains on the disposition page. We can put in the date of disposition of the deceased but cant put in a date we disposed of the cremains.
Don't require "Appointment with" selection when setting appointment or add "pending" option
When we set up appointments with our At Need families, we don't always know which staff member will be meeting with them. In Passare, however, when entering an appointment, it's required to add the "Appointment with". Please make it possible to ad...
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
7 months ago
in Planning Center
0
Future consideration
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.
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...
3
Not being considered
0
Planned
