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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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PC Messages: Make text notifications more informative and link to mobile app if installed

Love the messaging in the PC and also the recent integration with the Mobile app. A couple of improvements I would like to suggest are: Text alerts be more informative. Currently, it only provides a very generic message that there's a new mess...
Guest 9 months ago in Planning Center 0 Planned

Filter by custom field dates on dashboards

Several of my firms have to add custom fields with dates to accommodate reporting. This particular one is the arrival date for pet cases at Best Friends pet crematory. They have to filter their Graystone reports off of this date. Could we add the ...
Julie Hofmann 9 months ago in Case Management / Reports & Dashboards 0 Planned

Make names Clickable

On the Case Listing you can edit the columns to multiple different options of listing the name but it appears the only one you can click into (for the Decedent) is the Decedent Full Name column. For many they like to list Decedents Last Name, Firs...
Sierra Chaffin over 4 years ago in Case Management / Reports & Dashboards 1 Planned

Custom Fields on AI Obituary

Piasecki Funeral Home pointed out that they any of the information that they input on their custom fields was not pulling over onto the AI Obituary. This would be helpful for custom fields that list high school grad yr, high school name, etc.
Guest 9 months ago in Case Management / Obituary 0 Future consideration

Bulk Case File Deletion

There needs to be a way to delete case files in bulk, rather than one at a time.
Guest about 2 years ago in Case Management / Case 1 Future consideration

Notify of bad emails

Currently if you send a PC invite to someone, and if there's a typo in the email address, there's no way to know this. It would be helpful to notify the FD of the undeliverable email.
Guest almost 3 years ago in Planning Center 0 Planned

Care Center: Embalming

On the Care Center>Embalming page in Passare on the Injection section there are 3 fields for injections. Piasecki Funeral Home noted that there have been some instances where there may be more injections needed. Having 5 injection fields could ...
Guest 9 months ago in Case Management / Care Center 0 Already exists

Indiana DC worksheet

Indiana DCs have up to 4 potential “Cause of Death” lines, but also offers another section for the Certifier to enter “Significant Conditions Contributing to Death”. Can such a box be added to the Vital Stats page, directly under the Cause of Deat...
Guest over 1 year ago in Case Management / Documents 0 Future consideration

Adding an export button for tukios.

We have families that choose to upload images fpr memorial video into the collaboration center and it places them in the case file. It would be easier/quicker/more efficient it there was a way to export these images directly into the Tukios Progam.
Guest over 3 years ago in Planning Center 0 Planned

Beta app: Ability to see the account balance

I would like the ability to see the account balance on a case.
Guest about 2 years ago in Mobile 0 Planned