Pinned ideas

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...

Case Management

Showing 10

7 VOTE

branch assignment option for documents

We have a lot of funeral homes that have specific documents per branch. For example, a different contract for each branch. or branches that are in different cities/states require different forms. Being able to assign forms to only certain location...

Madison Hicks about 1 month ago in Case Management / Documents 0 Gathering interest

2 VOTE

Select locations (branches) to merge to one calendar

The ability to download a calendar and select multiple branch locations would be helpful.

Guest 8 days ago in Case Management / Calendar 0 Gathering interest

2 VOTE

Add weight and height to all case types, entry in First Call

When creating a first call, a weight is essential to know the personnel and resources needed for the pickup, regardless if it is a cremation or not. Height would also be helpful as it is a good identifier of the decedent.

Dan OBrien 28 days ago in Case Management / Data Entry 0 Gathering interest

1 VOTE

Payment screen- Payor address Tab stops are out of order

Not a huge problem, but for those of us who are keyboard people and prefer to not use the mouse to activate a field..... When adding a payment, and adding the address details for the payor, the tab stops for the address are not in the correct orde...

Guest 5 days ago in Case Management / Payments & Adjustments 0 Gathering interest

1 VOTE

ESignature Files

PLEASE add the Esignature Files to the case file listing on the lower right side. Having to go in and look to see if there are any Esignature files is a PAIN.

Guest 19 days ago in Case Management / Files 0 Gathering interest

1 VOTE

Adding Disp. of Cremated Remains (Mailing of Cremated Remains)

On the Arrangement Page under Disposition, having an option to have a Disp. of Cremated Remains, one of the drop downs be Mailing of Cremated Remains.

Guest 19 days ago in Case Management / Case 0 Gathering interest

1 VOTE

"Other" Rolodex Entries added as a payer

Having the option to have a Rolodex entry that is listed as "Other" on the "Other-Organization" be able to have the option to be added as payer on the payments and adjustments. Especially when that organization is used frequently.

Guest 21 days ago in Case Management / Rolodex 0 Gathering interest

1 VOTE

Family & Friends Radio Button For Deceased

Would be helpful to move radio button for living/deceased up next to name of family friends when entering data instead of having to drop down to additional information everytime.

Clayton White 27 days ago in Case Management / Family & Friends 0 Gathering interest

1 VOTE

Ability to lock checklists

When using checklists as sign offs of a process, the userid can be used as a digital signature, however the program allows the user to uncheck the box. Add an option to lock checks after they are checked when creating checklists; admin only can un...

Dan OBrien 28 days ago in Case Management / Checklist 0 Gathering interest

1 VOTE

Tagging Self on Internal Note

Could there be a way to tag oneself on an internal note this way a notification can be sent to creator of note instantly.

Guest 28 days ago in Case Management / Notes 0 Gathering interest

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