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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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Required Fields on Planning Center

For death certificate purposes to families that are sent a Planning Center invite, could there be more required fields? As such that is required on the death certificate. i.e. parent info, address, etc.
Guest 8 months ago in Planning Center 1 Future consideration

branch assignment option for documents

We have a lot of funeral homes that have specific documents per branch. For example, a different contract for each branch. or branches that are in different cities/states require different forms. Being able to assign forms to only certain location...
Madison Hicks almost 2 years ago in Case Management / Documents 0 Future consideration

Ability to customize Family & Friends Fields Placement

Users would like the option to customize which fields show initially when adding in new Family & Friends. For example: moving the "Spouse" field out of "Additional Information" to the primary view, so that this is easily edited. Some users fin...
Jessie Goggans over 2 years ago in Case Management / Family & Friends 4 Future consideration

Upload Fingerprints

It would really be great to have a place to upload fingerprints…. I use the 2nd photo spot when I can but often use it for an actual second photo. -Jewell Shivery
Guest over 2 years ago in Case Management / Care Center 0 Future consideration

Photo on Case Listing

Please consider adding the photo at the top of each case listing next to name, dates, case identifier so right as you open a case or while you're working on the different pages, the primary photo would always appear.
Guest over 1 year ago in Case Management / Files 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 3 months ago in Planning Center 0 Future consideration

Add a Planning Center for Pet Cases

Our pet family members want to be able to add their own information and can be great pre-need leads for our funeral home. We would like to be able to interact with them in the same way we interact with our families in the Planning Center To do thi...
Veronica Penn Beattie 6 months ago in Planning Center 0 Future consideration

Expand Details for Open Casket & Body Present Options

Within the Funeral Options section we would like to have the Open Casket and Body Present areas expanded to include text, not just yes or no. We have many instances were the casket is open for a private family visitations and then closed during th...
Guest over 1 year ago in Case Management / Data Entry 0 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 3 months ago in Passare API 0 Future consideration

hiding pre-need appointment option when a case becomes at-need

Is it possible in the Appointments tab for the pre-need appointment info to "hide" when a case becomes at-need? Not sure why it's not obvious to the person scheduling where they are entering the info, but they don't notice and it throws off any re...
Susan Espinosa 9 months ago in Case Management / Appointments 1 Future consideration