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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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API to connect with Matthews for Pricing Updates

French would like to explore API options on Price lists in Passare. Alice was talking to Matthews and thought it would be GREAT if we had an API connection in place to update pricing in Passare. When Matthews updates pricing it automatically updat...
Julie Hofmann about 1 month ago in Passare API 0 Gathering interest

Funeral Director Signature

Chesnut Funeral Home mentioned when the funeral directors are signing a form for eSignature having an option for the funeral director to draw their signature like the family could be helpful.
Guest 3 months ago in Planning Center 0 Future consideration

Vitals - Marital Status - If "Widowed" selected and spouse name is entered, make the spouse Deceased

In the new Vitals page, when you select a marital status of anything other than single or never married, the spouse fields appear, which is great. However, to improve this, if the marital status chosen was "Widowed", the spouse entered, should als...
Guest 9 months ago in Case Management / Family & Friends 0 Planned

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Jill Materia 10 months ago in Case Management / Data Entry 0 Future consideration

E-Signatures Multiple Owners

Sam Busalacchi with Vertin called and said they are needing for E-signatures to be able to assign fields to specific family members. He said that DocuSign does this, but Vertin is planning on leaving them soon, and just use us exclusively. Are we...
Tarrence Price about 2 months ago in Planning Center 0 Gathering interest

Claimcheck Dashboard Configuration

On the ClaimCheck Dashboard, there is currently not a way to configure the columns by adding or taking any away. For example, you can filter for Funeral Director on the case, but you do not have the ability to see a column with the Funeral Directo...
Guest 5 months ago in Case Management / Reports & Dashboards 0 Future consideration

Add Ability for Users to Bookmark Forms to Display Separately from Standard Forms

We've had a lot of customers ask about changing the Order/Selection of Standard Forms, and while there are certainly workarounds that we've been able to use, some FH Standard Forms are mandated by Organizations like Vertin/Legacy etc. Specifically...
Guest 6 months ago in Case Management / Case 1 Future consideration

PDF Forms Default Value Field Property Function

Adobe allows prepared form fields to have a "Default Value designated in the Properties of the field. Ideally, it would be very helpful to be able to use this "Default Value" through Passare forms that may not always populate information. Curren...
Guest about 2 months ago in Passare API 0 Future consideration

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin over 4 years ago in Case Management / Goods & Services 3 Planned

Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?
Tarrence Price over 1 year ago in Case Management / Appointments 1 Future consideration