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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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Save common entries (like place names, common names, etc.) so we can autofill fields after typing the first few letters

As a user, it would save time and help out if common entries are saved so as we type them out, we have the option to select a commonly entered name/entry. Kind of like a predictive keyboard. For example, if my county name is really long, I could j...
Product Team almost 5 years ago in Case Management / Data Entry 0 Not being considered

Customizing Service Preference Questions

It would be very helpful if we could customize the questions in the Service Preferences tab of the collaboration center. As it is worded now, the question about ceremony only includes options for viewing or a graveside service where most families ...
Guest almost 5 years ago in Planning Center 2 Not being considered

The invitation email and text needs to clarify that Funeral Homes will not receive responses.

There have been a couple of instances where the family has received the invitation email or text, and replied to it thinking the Funeral Home would receive the reply. That is not the Case. The Funeral Home isn't receiving information they may need...
Guest almost 5 years ago in Planning Center 0 Planned

Be able to print a document for Rolodex Entries

Have a document that can be added to rolodex entries so they can be printed from the case when the entry is selected. This is more efficient then having to copy and paste notes from within the entry onto a word document.
Guest almost 5 years ago in Case Management / Rolodex 0 New

Default Disposition per Branch

Customer would like to be able to default a disposition per branch like we can for case type per branch. Her example was that the crematory and pet branch disposition will always be cremation (for them).
Erin Merriott over 2 years ago in Case Management / Case 0 Future consideration

Default Reminders for Checklist

I would like to create default reminders for the task that would save within the checklist. Example, reminder set to 24 hours prior to service remind FD if task is not completed.
Reuben Feuerborn almost 5 years ago in Case Management / Checklist 0 Future consideration

Automatically log user, date and time a form is printed.

Passare already automatically tracks contract changes as well as the user, date and time an item is checked off on checklists -- for cases with many hands involved, it would be incredibly beneficial to see if, say, a flag request form had been pri...
Joe Laedtke over 2 years ago in Case Management / Documents 1 Future consideration

Beta app: Ability to see more information on the Manage page

I would like the ability to see more information on the Manage page, like the funeral director's initials, and NoK name, phone, and email.
Guest over 2 years ago in Mobile 0 Future consideration

Beta app: Ability to see/take action on the disposition location's contact information

I would like the ability to see the contact information for the disposition location and interact with it (tap to call, tap to email).
Guest over 2 years ago in Mobile 0 Future consideration

Ability to add a custom video in Collaboration Center

As a user, I would like the ability to add a custom video or a link to the video in the collaboration center. It would be great to be able to put something like a "Meet the Funeral Director" video to allow families to get to know us a little bette...
Product Team almost 5 years ago in Planning Center 1 Already exists