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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...

Case Management

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email required field for informant

Be able to require email for an informant.
Guest 7 days ago in Case Management / Family & Friends 0 New

eSignature Drag & Drop to Upload Documents

I think it would be very useful to apply a Drag & Drop function to the Upload Documents button on the eSignature page. Currently, if you've got a file stored somewhere on your computer, using the file explorer to locate and select for upload a...
Guest 22 days ago in Case Management / Documents 0 Gathering interest

Create an override so that the "Preferred Name" overrides the legal name on contracts, reports, etc

Right now, any document generated uses the name you have put in "John Harry Anderson." But if he always went by Harry Anderson then the contract, front door sign, flower cards, etc, will automatically generate his full name, which wouldn't be p...
Guest about 1 month ago in Case Management 0 Gathering interest

Alert Preferences for Checklist/Task Notifications

A funeral director brought up that they receive email notifications when anyone edits or completes a task in a checklist. He is the owner of the task but does not want to receive email notifications of this. There is no current setting that we are...
Jennifer Jenson 23 days ago in Case Management / Checklist 0 Gathering interest

New Report Tags

I noticed that "disposition of remains date", "disposition of remains time", pet owner 1 & 2 phone number, and pet owner 1 & 2 email report tags are missing. Is it possible to add these?
Tarrence Price 13 days ago in Case Management / User Report 0 Planned

Add Case ID to "AtNeed Fields Required to Sign" Section

French Funeral Home would like the option to require the case id to be entered before they can sign the case. This could go along with the other items in the "AtNeed Fields Required to Sign" Section.
Julie Hofmann 15 days ago in Case Management / Case 0 Planned

Add DNA Sample Obtained "yes/no" radio button

Connelly McKinley in Cananda would like us to add DNA Sample Obtained "yes/no" radio button to the care center near "Fingerprints Obtained".
Julie Hofmann 16 days ago in Case Management / Care Center 0 Gathering interest

Rolodex access within a case (specifically At-Need cases)

Having the ability to lookup a phone number or a cemetery charge in the rolodex while not having to leave the case would be extremely helpful. Even if you could do a quick search in the rolodex and click on the person/organization you need and the...
Guest 16 days ago in Case Management / Rolodex 0 Gathering interest

Allow funeral homes to change the default payment type

Currently, when adding a payment it defaults to "cash" as the payment type. This is the least used payment type for a lot of funeral homes so they would like the ability to default it to card or check since those are used more often
Madison Hicks 2 months ago in Case Management / Payments & Adjustments 0 Planned

Required Field for Ethnicity In Vitals Tab

Florida death records require explaining any "other" selections in its Electronic Data entry for death certificates. In the Vitals tab in Passare, it give option for "Hispanic other" under ethnicity, but no option to fill in what that actually is....
Guest 22 days ago in Case Management 0 Gathering interest