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...
We would like to add the following fields: Funeral Home Involvement (Yes or No) Family Involvement (Yes or No) Would be helpful if this information appeared on our daily schedule too! Thanks!
Jill Materia
9 days ago
in Case Management
0
Gathering interest
Add Ability for Users to Bookmark Forms to Display Separately from Standard Forms
We've had a lot of customers ask about changing the Order/Selection of Standard Forms, and while there are certainly workarounds that we've been able to use, some FH Standard Forms are mandated by Organizations like Vertin/Legacy etc. Specifically...
It would be helpful to tag the hairdresser in the appearance section of the care center. This would send our hairdresser a notification so she knows what was discussed.
There are cases in which there is a guardianship for a decedent, but later on the Next of Kin take over responsibilities, thus making them the one who needs to sign forms. The old ones would need to be deleted as they are no longer accurate. Havin...
Instead of searching for help or emailing support when there is an issue, chat bot or live person to chat with would be very helpful. This was used with another platform and was convenient.
It would be helpful if the case files showed when they were added so if a family adds additional photos, i know which ones are new so that i can download just the news ones to add to a slideshow video
1
Gathering interest
0
Gathering interest
