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2 Vote

Add ME/Coroner County field to the Vital Stats Page

Krause funeral home would like a field added to the Vital Stats page where when the ME/Coroner checkbox is selected, a field pops up for the County. The ME/Coroner County is not always the same as the place of death so they need this for reference...

Created 30 Sep 04:37pm by Julie Hofmann

Case Management / Data Entry

0 Gathering interest
1 Vote

drop down option for assigning funeral service roles and communicating those to staff via email/text

This is useful to not only the funeral director but administrative staff assisting to assign staff roles. It condences a two step process into one for better efficiency. It also had an option to add roles to the existing drop down if they were n...

Created 27 Aug 07:46pm by Guest

Case Management / Data Entry

0 Future consideration
1 Vote

Add Field for Pet Date of Birth to be Captured Within the Pet Case Type

Users who handle Pet Cases need to be able to input the Pet Date of Death within the case and it should be included as a reportable field in User Reports. Date/Time of Death are recorded under Pet Information on the Basic Info page within Pet Case...

Created 28 Jul 03:17pm by Kaylan Johnson

Case Management / Data Entry

0 Future consideration
1 Vote

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...

Created 8 Jul 02:23pm by Jessie Goggans

Case Management / Data Entry

1 Planned
3 Vote

Populate At-Need tab with Pre-Need information in the case information side bar

When selecting counselor or secondary arranger in the Pre-Need tab it would be convenient to populate the At-Need tab with the name selected in the drop down.

Created 23 Jun 08:32pm by Guest

Case Management / Data Entry

1 Future consideration
1 Vote

Services - End Time

Customer requested the ability to schedule a service without needing to enter an end time. He stated that he needs to get a service date and start time on the calendar, but doesn't always know the end time based on the family/religion.

Created 8 Jun 04:16pm by Erin Merriott

Case Management / Data Entry

0 Future consideration
1 Vote

Connect Funeral Options & Disposition Pages

If we enter in a Burial event on Funeral Options, it should populate a "Burial" disposition on the Disposition page with details, and vice versa. Certain events should allow for these 2 pages to tie together (burials, cremation services, etc) tho...

Created 22 Apr 09:44pm by Jessie Goggans

Case Management / Data Entry

0 Future consideration
9 Vote

Ability to Default a Funeral Director

It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.

Created 20 Apr 04:28pm by Guest

Case Management / Data Entry

1 Planned
1 Vote

Add drop-down list of Medical Examiners Offices under Location of Remains entry

I noticed that when I select "Medical Examiner's Office" for "Location of Remains" in the First Call screen there is no drop-down list of Medical Examiner locations, even though I have three of them defined in the Rolodex. If I choose Hospital, H...

Created 5 Apr 05:03pm by Guest

Case Management / Data Entry

0 Planned
1 Vote

Allow place of death to become "Auto Fill" for deceased address

when you put in the first call and you put in the place of death a lot of times its the same as the deceased address

Created 26 Mar 03:16pm by Matt Murphy

Case Management / Data Entry

0 Planned