Pinned ideas

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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Showing 562 of 562

2 VOTE

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 about 22 hours ago in Case Management / Reports & Dashboards 0 New

1 VOTE

Additional Injection/Drainage Method

On the Embalming page in the Care Center on the Injection Method, Piasecki Funeral Home noted that there in addition to Continuous and Alternate there is an Intermittent method as well. And on the Drainage Method there is additionally an Alternate...

Guest 1 day ago in Case Management / Care Center 0 New

1 VOTE

Care Center: Embalming

On the Care Center>Embalming page in Passare on the Injection section there are 3 fields for injections. Piasecki Funeral Home noted that there have been some instances where there may be more injections needed. Having 5 injection fields could ...

Guest 1 day ago in Case Management / Care Center 0 New

2 VOTE

I was wondering, is there a way, that when you click the search button, it automatically put the curser in the search bar? Right now, you have to click the search icon, the click again in the search window.

This will speed up the search process, when you click the search icon, it should go ahead and place your curser in the search window.

Guest 8 days ago in Passare API 0 New

2 VOTE

E-Signature - Required Fields

Sometimes it can be easy to overlook signature and initial fields during the signing process. The blue button in right hand corner will tell you that there is missing information when you hover over it, but it doesn't tell you exactly what. I thin...

Tarrence Price 15 days ago in Planning Center 1 Gathering interest

1 VOTE

Please add Spouse Middle Name field to Vitals Page

Please add Spouse Middle Name field to Vitals Page, this is needed for many death certificates and was requested by McDougal Funeral Home in Utah.

Julie Hofmann 9 days ago in Case Management / Data Entry 0 New

1 VOTE

Receipt of Email Receipt

When we email receipt if there could be note that details if a receipt has already been emailed.

Guest 9 days ago in Case Management / Goods & Services 0 New

1 VOTE

E-signature text wrapping

A text box needs to have the ability to wrap to the next line. Right now I can type in a long text and it extends out of the box and can't be read easily. Does not look professional. We need the ability to have multiple lines of text in a text box.

Guest 9 days ago in Planning Center 0 New

1 VOTE

add an appointment to calendar

on the mobile app add an arrangement ...appointment to the calendar while I am out of the office.

Angela Gard 9 days ago in Mobile 0 New

2 VOTE

add aftercare follow up fields for reports under rows to show = cases

This would benefit me as Aftercare Coordinator when inviting family members to the aftercare events we offer. Beneficial if report would pull aftercare names, phone number and mailing addresses when rows to show = cases so that the report only sho...

Guest 18 days ago in Case Management / User Report 0 Gathering interest

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