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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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Secondary Arranger being mapped for E-Signature 2.0

Jonathon with Holloway reached out to support and was unhappy that he could not assign the secondary arranger to a signature field in 2.0.
Chloe Jonas 18 days ago in Case Management / Data Entry 0 Planned

calculate the persons age automatically

one less thing to do
Guest 3 months ago in Case Management / Data Entry 1 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 5 months ago in Case Management / Family & Friends 1 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 6 months ago in Case Management / Family & Friends 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 10 months ago in Case Management / Checklist 0 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 over 4 years ago in Case Management / Goods & Services 3 Planned

Default select the Payer in the email receipt field

typically, the receipt will need to be emailed to the payer on the transaction. When the Payer is selected, ideally, it would default to putting their name in the "email receipt" field to avoid having to choose the payer and then search again for ...
Madison Hicks 3 months ago in Case Management / Payments & Adjustments 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 7 months ago in Case Management / Family & Friends 1 Planned

Date file was added

It would be helpful if the case files showed when they were added so if a family adds additional photos, i know which ones are new so that i can download just the news ones to add to a slideshow video
Guest 4 months ago in Case Management / Files 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 Coplin 4 months ago in Case Management / Care Center 0 Planned