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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...

Data Entry

Showing 5

Add Funeral Options Page on Imminent-Need Cases

User Story Imminent Need cases need to have the Funeral Options page available under Arrangement just as Pre-Need and At-Need cases. This is possibly more important on Imminent Need than Pre-Need as the Funeral plans are expected to take place soo...
Kaylan Johnson over 2 years ago in Case Management / Data Entry 2 Shipped

Create "quick add" fields for Family & Friends

When entering Family & Friends, it would be helpful to have the option to add a family member by name and relationship alone, without going to a separate form to do so. If you wanted to add more detail, you could open up the form to do that af...
Marcus Wilson almost 3 years ago in Case Management / Data Entry / Family & Friends 1 Shipped

Add "Married, But Separated" Marital Status to Drop-down Selection

North Carolina includes "Married, but Separated" as a legal status (it was added to the NC Death Certificate in Block 6 in 2017), but it's not available for customers to select from the drop-down.
Rachel Galloway over 2 years ago in Case Management / Data Entry 0 Shipped

Remove Requirements of Event Dates on the PreNeed Funeral Options Page

On a PreNeed Case in the Funeral Options page, you should be able to select the type of service the person hopes to have but it should not REQUIRE dates. Since the person has no idea when their death will occur, can we take off the required date e...
Guest about 3 years ago in Case Management / Data Entry 1 Shipped

Default Veteran Yes/No Field to Blank

Users would like Veteran Yes/No radio button field (Vital Stats page) to be defaulted to blank, instead of 'No'. This should be upon creation for all case types, and includes cases brought over by FDLIC integration, as this can cause confusion sin...
Jessie Goggans over 1 year ago in Case Management / Data Entry 3 Shipped