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...
Account codes and dates displayed on the Goods & Services screen
Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
We we get notified of an impending death and there is already a preneed on file, we want to be able to convert that preneed case into an imminent-need case.
When information is entered on one tab, it updates on all other applicable pages
User Story As a user, I would like for information entered on one tab to populate on all other applicable pages. For example, if you are in a case and navigate to the Arrangement Tab and under disposition: we enter Date of Disposition; Disposition...
While there is a spot in the care center to record who picked up cremains, it would be helpful to add a cremains pickup role like there is a DC recipient role.
It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.
As a user, it would be great to have the ability to pin important notes about a case somewhere on the page where it is easy to see. Users could also unpin the note once they don't need it anymore. This would help us highlight important information...
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.
Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?
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