đź’ˇ Share your Ideas!
ADD A NEW IDEA

Family & Friends

Showing 19

Add Social Security Field for Spouse if not Informant or Primary Purchaser

Currently only Friends and Family marked as Primary Purchaser, CoPurchaser, or Informant will have the option to enter their social security number. Sometimes, the Spouse is none of those roles but we still need to add their social for certain for...
Julie Hofmann 7 days ago in Case Management / Family & Friends 0 Planned

Add "Domestic Partner" as a Relationship

Please add "Domestic Partner" as a relationship when entering a family and friend. This is not the same as Common Law or Common Law Spouse. This idea is already planned, please add Domestic Partner as well.
Guest 4 months ago in Case Management / Family & Friends 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 year 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 about 1 year ago in Case Management / Family & Friends 0 Planned

Add marital status option for "Common Law" and relationship of "Common Law Spouse"

Some states and countries recognize Common Law marriage as an official marital status. This varies from Civil Union. This needs to be an additional option both for marital status and as a relationship
Guest 8 months ago in Case Management / Family & Friends 0 Planned

New Role for Cremains Pickup

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.
Anna Andrews about 3 years ago in Case Management / Family & Friends 2 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 over 1 year ago in Case Management / Family & Friends 1 Planned

ClaimCheck Assignment

Many times we have part of the insurance information required to start a ClaimCheck claim, but not all of it. Currently, the only option available is "Save and Submit". I believe we should also have just a "Save" option, so we could input what inf...
Guest 4 months ago in Case Management / Family & Friends 0 Planned

Alternative Name Search

I have a preneed with a son in law in charge that has a nickname that he goes by and I entered it under alternative name AND display name under friends and family. Since that is how he is known, I searched him to find the preneed and there were no...
Angela Anello 5 months ago in Case Management / Family & Friends 0 Planned

Phone Number

Showing the family members phone number next to the email address in family and friends would be helpful.
Guest 12 months ago in Case Management / Family & Friends 0 Planned