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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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Check Writing Notifications

Can check writing notifications be made to where the recipients are always notified when checks are requested/created from the goods & services page? Currently, they'll only be notified if the requestor does not have the ability to create chec...
Tarrence Price 3 months ago in Case Management / Check Writing 0 Gathering interest

E-Signatures Time Stamp

A few funeral homes have asked if the time of signing can populate onto forms when going through the e-signature process. Perhaps there can be a switch in the back end, similar to that of the IP address. I was told that NC requires this.
Tarrence Price 3 months ago in Planning Center 0 Planned

Death Certificate Working Copy Approval

Passare needs a feature where we can upload a copy of the Working Copy of the Death Certificate (Family Review Sheet.). The family can either approve or reject it. There should be a place for them to type the errors that need to be fixed. If it is...
Crystal Van Orsdel 5 months ago in Case Management / Documents 1 Future consideration

Add "Domestic Partner" as a Relationship

Please add "Domestic Partner" as a relationship when entering a family and friend. This is not the same as Common Law or Common Law Spouse. This idea is already planned, please add Domestic Partner as well.
Guest 9 months ago in Case Management / Family & Friends 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 about 2 months ago in Case Management / Checklist 0 Gathering interest

Add the ability to distinguish between family balance due and balance paid by pre-need policy

I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...
Corbin Kill over 1 year ago in Case Management / Goods & Services 0 Future consideration

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 about 2 months 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 about 2 months ago in Case Management / Care Center 0 Future consideration

Show suffix in Friends and Family List

When there is a suffix such as jr, sr., III, IV etc., there is a field to enter that in friends and family, however, the suffix does not show in the friends and family list. It would be helpful to have the suffix listed also, especially when it go...
Angela Anello about 2 months ago in Case Management 0 Planned

Add ability for pending preparation due date

We need to add the ability to have a pending preparation due, similar to events where they can enter the preparation due event with the branch but leave the date blank until they know when it needs to happen. This should still appear in the All Pr...
Julie Hofmann about 2 months ago in Case Management / Care Center 0 Future consideration