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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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Find Veteran on Vitals Page

When searching for a field on the Vitals page, "Veteran" is not an option. Please add that to the dropdown list so that it is easier and faster to find this field.
Guest 7 days ago in Case Management / Data Entry 0 Planned

Memo Field under 'add payment' transaction doesn't wrap like the other transaction types

Saul Funeral Home is using the memo field for their 'add payments' transaction on most every transaction they enter. Currently every transaction type BUT add payment will wrap the text for the memo field. For add payment (check/cash/card/ach) the ...
Chloe Jonas 21 days ago in Case Management / Payments & Adjustments 0 Planned

middle name on Family & Friends Page being added to the top section

On the Family & Friends page currently you have to click on the additional information to add the middle name of the family member. It would be much more convenient to be able to add the middle name right there when adding the family member fi...
Chloe Jonas about 1 month ago in Case Management / Family & Friends 0 Planned

Time of Death Visible on Embalming Tab

When entering an embalming report, one of the information boxes requests "Time Between Death and Treatment." I then have to go scrolling through vitals to locate time of death when it would be more efficient if it was also on the embalming tab.
Simone Simpson 12 days ago in Case Management / Care Center 0 Planned

Vitals - Marital Status - If "Widowed" selected and spouse name is entered, make the spouse Deceased

In the new Vitals page, when you select a marital status of anything other than single or never married, the spouse fields appear, which is great. However, to improve this, if the marital status chosen was "Widowed", the spouse entered, should als...
Guest 3 months ago in Case Management / Family & Friends 0 Planned

Ability to automatically send out invoices to the families on a specific schedule. For instance, 5 day out from the funeral service they family would recieve an invoice via email, or added in the planning center.

For instance, 5 days, 30 days, and 45 days out from the funeral service the family would receive an invoice via email or added in the planning center.
Guest about 2 months ago in Case Management / Goods & Services 0 Planned

Automatic Reminders for Checklist Items

We would like the ability to set automatic reminders to our checklist items. There are some items that are time sensitive and the ability to remind someone based off select criteria would be awesome. An example might be Remind the Assigned Directo...
Jill Materia 6 months ago in Case Management / Checklist 0 Planned

Tell where comment/note originated from

We used to be able to see what area the comment came from. If someone puts a comment in the checklist (i.e. death certificate), the comment is in the notes, but we have no idea what that note is pertaining to. We have to go check all the checklist...
Guest 2 months ago in Case Management / Notes 0 Planned

"Do Not Contact" Role for Family/Friends

There are some cases where family members do not want us to give out information to specific people. It would be helpful to be able to add them to the friends/family list with a role of something to the effect of "Do Not Contact" so any other dire...
Guest 4 months ago in Case Management / Family & Friends 1 Planned

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...
Londa Darwin about 4 years ago in Case Management / Goods & Services 3 Planned