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1 Vote

Add Information to the Checklist Printout

Is there a way we can add the decendent’s name and a few stats to the top? Namely Decedents Name, DOB, DOD, Informant and Service Information? Something like the top of the sheet that I sent you earlier?This would be ideal so if for any reason a c...

Created 17 Feb 06:35pm by Sierra Chaffin

Case Management / Checklist

0 Future consideration
2 Vote

Checklists visability by Funeral Director

It would be beneficial for Checklists to appear by Funeral Director. Funeral Directors will be able to have their own checklists that are catered towards their personal liking.

Created 21 Aug 04:43pm by Guest

Case Management / Checklist

0 Future consideration
1 Vote

Have batch reminders for checklist items

Send a reminder for the ____ case if items, X, Y, Z, are not completed by 3 PM day prior to service.

Created 1 Apr 10:19pm by Reuben Feuerborn

Case Management / Checklist

0 Future consideration
1 Vote

Default Reminders for Checklist

I would like to create default reminders for the task that would save within the checklist. Example, reminder set to 24 hours prior to service remind FD if task is not completed.

Created 1 Apr 10:18pm by Reuben Feuerborn

Case Management / Checklist

0 Future consideration
6 Vote

Better Spot for Checklist

When I am setting up my funeral and using the checklist I have to repeatedly leave the checklist and go to other pages, saving each time. Perhaps you could use some of that empty space on each page to make the checklist always accessible wherever ...

Created 6 Feb 07:54pm by Guest

Case Management / Checklist

0 Future consideration
7 Vote

Dashboard Widget for Check Lists

Within the Dashboards page, I would like to be able to see a Check Lists widget. This will allow me to view the progress of certain tasks for all cases at a quick-glance, without having to run reports or check individual cases) (tab per check list...

Created 3 Dec 03:01pm by Guest

Case Management / Checklist

0 Future consideration