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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...
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Case Management

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Add Case Identifier as as filter criteria on the Dashboard

Please consider adding Case Identifier to the filter criteria for the Dashboard. Maybe with a start and an end option.
Guest almost 2 years ago in Case Management / Reports & Dashboards 0 Planned

Add License Number for Nurses in the Rolodex

In the state of Wisconsin, the Nurse license number is required on the Death Certificate.
Julie Hofmann almost 2 years ago in Case Management / Rolodex 0 Planned

Merchandise reports

There are some reports that I would find really useful that don't exist--or at least I don't think they exist. Basically, I want to know what our most popular caskets have been over the last 2 years. But all I can get is a list of ALL of the merch...
Holly Stammis almost 2 years ago in Case Management / User Report 0 Planned

Search by Case Reference (Cash Sales)

Users would like to see all associated cases (connected by Case Reference) when searching by at-need OR cash sale. Currently, searching by Cash Sale name will pull an associated At-Need, but searching At-Need name will not pull associated Cash Sal...
Jessie Goggans almost 2 years ago in Case Management / Reports & Dashboards 1 Planned

Comparing completion of tasks in one space

Is there a way to create a dashboard or report that would allow us to see all of the tasks per case In one spot? For example: Vital Info is complete Additional Info is required DC composed by funeral director DC sent to doctor for signature Signed...
Dione DeMitro almost 2 years ago in Case Management / Checklist 0 Planned

Background or font color for notifications

Unless I'm sitting at a PC and have my window full size, (so basically, when I'm using my phone, tablet, or have a split screen on my PC), the background of the note notifications is a light gray, and the font is white. So it's unreadable. Which m...
Holly Stammis almost 2 years ago in Case Management / Notifications 0 Planned

Add Coroner/ME contacted box to First call

I'm having a hard time getting this box accurately checked off by staff for every case, and I just realized it's because it's not on the first call page. I'd like to see this check box added to the first call page, preferably by either the locatio...
Holly Stammis almost 2 years ago in Case Management / Data Entry 0 Planned

Owner Information on Pet Cases - Basic Info

The Basic Info page of a pet case allows you to enter the owner information. It does not however allow you to enter their phone number or email address. You must visit the Family & Friends page to do so which is several extra clicks. This area...
Erin Merriott about 2 years ago in Case Management / Data Entry 0 Planned

Custom Fields for Pet Cases

Currently we have custom fields available for every case type except pet. We need these for pet cases as well.
Erin Merriott about 2 years ago in Case Management / Data Entry 0 Planned

Default Branch per Case Type

We need the ability to default a branch per case type. Currently all branches show for all case types when creating cases. We have a large number of customers with a pet branch that should only be available for pet cases to reduce entry error. Sam...
Erin Merriott about 2 years ago in Case Management / Case 0 Planned