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Family & Friends

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Collaboration Center Text Invites - Option for Default On/Off

Would like the Collaboration Center text message checkbox to have a settings option to be defaulted on or off. Right now the box is always checked "on", while I prefer to designate who should receive the texts manually. Every family and situation ...
Guest over 2 years ago in Case Management / Family & Friends 5 Planned

Copy Single or Multiple Family & Friends

A customer requested the ability to copy Family & Friends (single or multiple) from an existing case to another. This would be for all case types.
Erin Merriott 6 months ago in Case Management / Family & Friends 0 Planned

Family & Friends - Beneficiary Role

Beneficiaries don't appear in the order that they are selected on insurance assignments on the payments & adjustments page. Instead they are in order of how they are listed on the F&F page. I'm wondering if it's best to add a role for bene...
Tarrence Price about 2 years ago in Case Management / Family & Friends 0 Planned

Linking Cases

It would be nice if you could link one case to another. Lets say your putting in a case and one of the family memebers has passed and that family member was a previous case in passare it would be nice if you could link them so you could look back ...
Matt Murphy almost 2 years ago in Case Management / Family & Friends 0 Planned

Add Step-Grandchild to Relationship dropdown on F&F page

Add Step-Grandchild to the relationship dropdown on the F&F page.
Guest over 1 year ago in Case Management / Family & Friends 0 Planned