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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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Please create Role Executor/Executrix

Please create a Role called Executor/Executrix. This Role would be especially important to our Canadian firms where around 90% of the time there is an Executor that is the legal representative named in the will, and that person is not usually also...
Guest about 2 months ago in Case Management / Family & Friends 0 Future consideration

Change DC Signed by to Medical Certificate Signed By

In Canada, what we call a Death Certificate they call a Medical Certificate of Death. Please change the wording on the Vitals page to reflect that. Under the Death heading there is a box that says Death Certificate signed by, please change this to...
Guest about 2 months ago in Case Management / Data Entry 0 Not being considered

Schedule Pricing & Cost Visible other than within the item's details

You can schedule future pricing and cost but you can not see it anywhere else other than in the item details page. I had a funeral director bring this up and he would like to see if on the CSV we could include a column for this. Because there is n...
Adrain Valerio 4 months ago in Case Management / Price List 0 Planned

Ability to capture the bank name when adding a check payment

We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.
Jill Materia over 1 year ago in Case Management / Payments & Adjustments 1 Future consideration

Create Planning Center Originated documents to show in separate section

Create a tab on the Case Files page to separate files that originated from the Planning Center. Ideally, there would be 3 tabs: 1 for ALL Case Files, including files from the funeral home and the planning center, 1 for case files added only by the...
Madison Hicks about 2 months ago in Case Management / Files 0 Future consideration

Under planning center, can pre need cases please have the preference questions listed too. For some reason, that tab is not listed for Pre-needs.

It makes no sense not to have the Preference Questions included for Pre-needs. It handcuffs the funeral homes that create their own preference questions.
Mike O about 2 months ago in Planning Center 0 Planned

Is there a way to send planning center invite from the funeral home? Not Passare. Many families lose invite and they can't find the email. It seems we have had many families that struggle with invite process. Also, is there a way that it doesnt end up in their spam folder? Lastly, could there be a section that families could could 'login' from our funeral home website as that is where they go to resign in?

No description provided
Mike O about 2 months ago in Planning Center 0 Future consideration

Under Funeral Options, add button 'If Cremated Remains' present for service; not just 'Body'

This would help communicate to staff if Urn is present. Not all families want them present
Mike O about 2 months ago in Case Management / Care Center 0 Gathering interest

Adding the event calendar to mobile app

No description provided
Guest 8 months ago in Mobile 0 Planned

calculate the persons age automatically

one less thing to do
Guest 12 months ago in Case Management / Data Entry 1 Planned