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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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Case Management

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hyperlink family and friends page on dashboard

It would be convenient for the informant and primary purchaser columns on the dashboard were hyperlinked and take you to the family & friends page. similar to how the decedent name and case id take you to the case summary page
Madison Hicks 29 days ago in Case Management / Reports & Dashboards 0 Gathering interest

Saving files

All templets that are used should be able to be saved in the case you are working on and not on the computer and them have to move it into the case. MIMS Software let you save all documents to each case. yours saves to the computer and we have to ...
Guest about 2 months ago in Case Management / Case 0 Future consideration

Donation Institution Tied to Rolodex

When disposition type is selected as Donation, it would be helpful if the donation Institution was tied to the Rolodex. This would save the funeral home from entering the information fresh each time.
Guest about 2 months ago in Case Management 0 Planned

Include organization rolodex type "other" for P&A options

When a contact is added in rolodex as an "other" option, it does not appear in the dropdown within a payment on the payments & adjustments page. For example, Becker-Rabon Funeral Home has added contacts in their rolodex Under Organization>O...
Chloe Jonas about 1 month ago in Case Management / Payments & Adjustments 0 Planned

Completing Tasks Creates Reminder

I think it would be helpful, especially for aftercare, if we could have a reminder scheduled when we mark a task as complete. For example, if we have a checklist task named "Condolence call completed" I would like a reminder to be scheduled 3 week...
Ryan Patterson 20 days ago in Case Management / Checklist 0 Gathering interest

Place of Death Inside City Limits

On the old vitals page, I believe that there were yes/no radio buttons for place of death inside city limits, but it's been removed from the new vitals page, and it will only appear when "other" is chosen. Place of death inside city limits should ...
Tarrence Price 2 months ago in Case Management / Documents 0 Gathering interest

Completed tasks should automatically be moved to the bottom of the checklist within the case

Users with more comprehensive checklists experience inefficiency when looking through their checklist to view only incompleted tasks within the case. While there is an option to view inpcomplete tasks on the Tasks Dashboard, this does not help wit...
Kaylan Johnson 7 months ago in Case Management / Checklist 0 Closed

Planning Center Branding and Customization

When creating custom questions, it would be nice to be able to create checkboxes or radio boxes to select responses from families. Or if we could have formatting for the questions themselves. I wanted to be able to add my client service types with...
Ryan Patterson 22 days ago in Case Management / Data Entry 0 Planned

Error for Duplicate Cremation ID #

In order to prevent a duplicate cremation ID token from being input or used, Passare should return an error when entering a previously used (duplicate) Cremation ID. This would prevent an operator from mistakenly re-using an old ID or the wrong ID...
Jonathan Holloway 22 days ago in Case Management / Care Center 0 Gathering interest

Preview Case Files

Currently to open a case file you have to download it. Proposing you create an option to hang over the document for a quick preview before having to open and download.
Jan Smith 3 months ago in Case Management 0 Future consideration