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...
Alert Preferences for Checklist/Task Notifications
A funeral director brought up that they receive email notifications when anyone edits or completes a task in a checklist. He is the owner of the task but does not want to receive email notifications of this. There is no current setting that we are...
I noticed you can add an event for more than one appointment in an at need case, but I would like to see the same option for preneed appointments. Sometimes families require more than one preneed appointment especially if they are undecided about ...
When tagging someone on a note on a calendar event, when the individual receives a notification and they click on the notification, and it will take them to the calendar event but not the event they are tagged in. Instead of redirecting to the cal...
Create an override so that the "Preferred Name" overrides the legal name on contracts, reports, etc
Right now, any document generated uses the name you have put in "John Harry
Anderson." But if he always went by Harry Anderson then the contract, front
door sign, flower cards, etc, will automatically generate his full name,
which wouldn't be p...
Guest
about 2 months ago
in Case Management
0
Gathering interest
I think it would be very useful to apply a Drag & Drop function to the Upload Documents button on the eSignature page. Currently, if you've got a file stored somewhere on your computer, using the file explorer to locate and select for upload a...
Preparation Due Date and Cremation Date fields from Care Center visible on the Funeral Options Page
Jayme with Brussard's has requested that the prep due by and cremation scheduled date fields be listed/visible on the Funeral Options page to make scheduling events easier for the team.
Transfer Report Available on Transfer Care Center Screen
It was requested that since Michigan has recently started requiring case reports about the transfer of a decedent as well as the embalming, that a transfer report be available on the Transfer screen under Care Center as there is an option to print...