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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 12

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.
Guest 2 months ago in Case Management / Data Entry 0 Future consideration

Add Field for Time of Birth for Infant Age Accuracy

In the First Call and Vital Statics pages, there doesn't appear to be a place to write the Decedent's Time of Birth. While that's not a very standard piece of information, it would be beneficial to provide a conditional field to select the time of...
Guest 6 months ago in Case Management / Data Entry 0 Future consideration

Expand Details for Open Casket & Body Present Options

Within the Funeral Options section we would like to have the Open Casket and Body Present areas expanded to include text, not just yes or no. We have many instances were the casket is open for a private family visitations and then closed during th...
Guest 5 months ago in Case Management / Data Entry 0 Future consideration

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.
Product Team almost 4 years ago in Case Management / Data Entry 3 Future consideration

We need a way to assign names of the people who are responsible for a funeral, calling hours etc. on the funeral option tabs. They need to show when we print a daily schedule.

When we have four funerals going at the same time we need to b e able to see at a glance who is assigned to what
Guest 11 months ago in Case Management / Data Entry 1 Future consideration

Add 2nd Driver Option to Transfer Page

On the Transfer Page, under Transfer Detail, it would be most helpful if a drop down field would be added for a 2nd Driver. I would think that most funeral homes use 2 staff members when doing a removal from a home. I type the 2nd driver's name in...
Guest over 1 year ago in Case Management / Data Entry 1 Future consideration

date of death type

For the date of death in First Call and Vital Statistics section can there be an option for choose the type of death date like below.
Guest about 1 year ago in Case Management / Data Entry 1 Future consideration

Add a generic "insurance info" tab

Please create a screen for data entry specifically pertinent to insurance policies. It would be very helpful to be able to have everything in one place so at a glance, you could see who holds the policy, the policy number, death benefit, a checkbo...
Guest 8 months ago in Case Management / Data Entry 0 Future consideration

Removal From State disposition option

Please create a "removal from state" disposition option.
Guest 8 months ago in Case Management / Data Entry 0 Future consideration

Case type suggestions

My staff has a few suggestions/complaints about how cases can be managed due to the case/client type/status. Can we please be allowed to choose a client service type for an Imminent Need case? Preneed cases would be nice too, but it's especially f...
Holly Stammis about 1 year ago in Case Management / Data Entry 0 Future consideration