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12 Vote

Reporting on Checklist Tasks

While working with Client Service's customers on workflows, there currently isn't a way to report on checklist items that are not complete. The only output via User Reports is a list of all checklist items. Attached is a User Report showing row ...

Created 14 Apr 04:05pm by Guest

Case Management / User Report

1 Future consideration
14 Vote

CRM functionality, Family Members/People should be unified

CRM functionality, Family Members \ People should be unified. Example: Brian Doe and Cindy Doe are the children of John DoeJohn Doe dies - Brian and Cindy are family / children in passareBrian Dies and Cindy is the NOK/Informant.Deceased Brian sho...

Created 24 Jan 02:58pm by Jim Golub

Case Management / Data Entry

3 Future consideration
7 Vote

Blocking Text Invites

Need the capability to block a Collab Center text invite in the case that an incorrect number is entered. Sometimes there are disgruntled family members who accidentally get invited, hospitals may provide incorrect phone numbers, or there is an er...

Created 1 Oct 09:21pm by Jessie Goggans

Planning Center

0 Planned
7 Vote

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...

Created 25 Sep 07:51pm by Tarrence Price

Case Management / Family & Friends

0 Planned
6 Vote

Checkbox on Vital Stats Page - Pregnant? Yes or No

Funeral Homes that have to use EDRS to request and input Death Certificate info need a checkbox to confirm whether or not the decedent was pregnant on the Vital Statistics page. There is currently nowhere in the case that collects this information...

Created 29 Oct 05:11pm by Kaylan Johnson

Case Management / Data Entry

0 Planned
13 Vote

When information is entered on one tab, it updates on all other applicable pages

User StoryAs a user, I would like for information entered on one tab to populate on all other applicable pages.For example, if you are in a case and navigate to the Arrangement Tab and under disposition: we enter Date of Disposition; Disposition T...

Created 24 Jan 04:02pm by Guest

Case Management / Data Entry

1 Planned
11 Vote

FH needs notification when documents are uploaded

When the family uploads documents within the collaboration center, the FD needs to receive a notification. I see this working similarly to the CC alerts, once an hour instead of every time in case the family is uploading 25 pictures. As we are usi...

Created 23 Mar 08:59pm by Guest

Planning Center

0 Planned
7 Vote

Ability to Restore Deleted Checklists and Ability to Create a New Checklist within a Case

I see we have an older idea related to a portion of this idea that was marked as "will not implement". The comment suggests to have a list of the checklist items on your computer so you can rebuild. You cannot create a new checklist within the cas...

Created 3 Sep 05:43pm by Erin Merriott

Case Management / Checklist

2 Planned
7 Vote

Serial Number Sequence

Allow override of sequence for inventory serial numbers. If we made them more like case numbers where you can decide the sequence, where it starts and how many it pads to, that would allow each funeral home to decide how they want their serial num...

Created 25 Aug 05:30pm by Elizabeth Reed

Case Management / Inventory

0 Future consideration
3 Vote

Customization for Family & Friend's Roles

It would be beneficial for Funeral Homes to have the ability to make different roles for Family & Friends per Instance. We've had different requests to add a specific role in the drop down, and it would be helpful for us to be able to add a ro...

Created 11 Feb 04:09pm by Guest

Case Management / Family & Friends

0 Future consideration