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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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Case Management

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Support Chat

Instead of searching for help or emailing support when there is an issue, chat bot or live person to chat with would be very helpful. This was used with another platform and was convenient.
Guest 8 months ago in Case Management / Case 0 Future consideration

Total Balance Due along with Current Invoice Should be Visible in Payment

Not every family understands or wants to use the Planning Center. However, they enjoy the option of making a payment via Credit Card. If we forward the link from the Payment Center to a family via email, the balance due does not appear. Nor does t...
Guest 4 months ago in Case Management / Payments & Adjustments 0 Planned

Cemetery Address on Disposition Page

In the event of adding multiple disposition details, it could be helpful to have both disposition locations listed (Addresses). Recently had a case where there was a cremation and both a burial of cremated remains and the address of the cemetery w...
Guest over 1 year ago in Case Management / Case 1 Future consideration

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 6 months ago in Case Management / Reports & Dashboards 0 Future consideration

Cash Sale Able to Pull Info from Existing At-Need Case

Funeral Homes requesting that Cash Sales pull already entered information from At-Need cases, instead of having to re-enter info, which is less efficient. They would like the ability to either choose a Family & Friend on the At-Need case and c...
Guest 4 months ago in Case Management / Data Entry 0 Future consideration

Allow for mass selection of cases to change case status types.

It would be nice to be able to change the case status of multipe cases at once without having to go into each individual case and change them one by one.
Guest 2 months ago in Case Management / Case Identifier 0 Future consideration

Recode the address input for the deceased so that the address can be input prior to having to select the country

Recode the address input for the deceased so that the address can be input prior to having to select the country.
Guest 2 months ago in Case Management 0 Gathering interest

Insurance Company on Pre-Need

Dennis George Funeral Home mentioned that when logging Pre-Needs into Passare there is not a spot for them to input the Insurance Company name.
Guest 4 months ago in Case Management / Case 0 Future consideration

Add to the GPL on the fly

Like with the Rolodex entries, allow users to enter an item into the GPL while creating a Goods and Services contract.
Dennis Helwig 10 months ago in Case Management / Price List 0 Future consideration

Event Options - new fields

We would like to add the following fields: Funeral Home Involvement (Yes or No) Family Involvement (Yes or No) Would be helpful if this information appeared on our daily schedule too! Thanks!
Jill Materia 7 months ago in Case Management 0 Future consideration