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Editable Case Related Check Amounts

We added the ability to edit a check amount from a case related charge, but the customer stated they would also like to be able to select which items in the price list staff can edit the check amount on. Example: Crematory Charge - Family pays $60...
Erin Merriott over 3 years ago in Case Management / Check Writing 1 Not being considered

Combine Insurance Assignment & Insurance Assignment with Growth Transaction

Currently the Insurance Assignment transaction is added automatically and can not be deleted. If the Funeral Home is tracking internal growth on an insurance assignments, we have to create a separate transaction for this. However, now they have ac...
Guest almost 4 years ago in Case Management / System 0 Not being considered