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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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Adding Additional Categories to Care Center Embalming Fluids

Adding the ability, within Admin > Care Center, to add additional categories with subsequent dropdowns, rather than typing out the additional Fluids underneath "other", especially if there are multiple being added/used in the FH process.
Guest 18 days ago in Case Management 0 Future consideration

“Keyword” search case filter

Is it possible to add a new search criteria option to the case filters? There are times when we need to pull from old cases for reference, or reference a case where something particular was in the goods and services, but can't remember which speci...
Guest about 1 month ago in Case Management / Search 0 Future consideration

Indicator in "Case Information" Sidebar for user account that created the case.

Currently, the only way to see which user created a case is to create a column in the Dashboard -- but if you're viewing a specific case, there's no way to know who created the case. The information is obviously already saved in the case, hopefull...
Joe Laedtke about 2 months ago in Case Management / User Management 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 about 2 months ago in Case Management / Appointments 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 2 months ago in Case Management / Price List 0 Future consideration

Ability to unselect imminent need once converted to at-need

Johnson-Romito Funeral Home (premium customer) would like to have the ability to unselect the imminent need case type once they convert to at-need in order to differentiate and separate
Chloe Jonas 2 months ago in Case Management / Case 0 Future consideration

Tag Users in Care Center Notes

It would be helpful if funeral directors could tag other users in notes sections in the Care Center. For example, on the Appearance page, in the Hairdressing section the Description of Request box.
Guest 3 months ago in Case Management / Care Center 0 Future consideration

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke 3 months ago in Case Management / Data Entry 1 Future consideration

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 3 months ago in Case Management / Goods & Services 0 Future consideration

Case creation/Sync

Since there is a Messenger export for Make It Personal, wondering if there is a possibility to have a sync of name, dob, dod to their FloralXpress flower management app. This would be helpful for families who do not have printed materials, but hav...
Susan Espinosa 3 months ago in Case Management / Case 0 Future consideration