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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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ClaimCheck Assignment

Many times we have part of the insurance information required to start a ClaimCheck claim, but not all of it. Currently, the only option available is "Save and Submit". I believe we should also have just a "Save" option, so we could input what inf...
Guest about 19 hours ago in Case Management / Family & Friends 0 New

eSignatures - Ability to Rotate and Resize Uploaded Files

When uploading documents for eSignature, there are often times when the files are either rotated incorrectly, or just too large to see everything within the eSignature editor. Some Funeral Homes don't have Adobe or anything to properly rotate or r...
Guest 1 day ago in Case Management / Documents 0 New

"Appointment With" Field

On the Vitals page in the Arrangement Section the "Appointment With" field is not currently listed as required but will not let you save the page if you do not input a FD. Could this field either have an asterisk that it is required or be not requ...
Guest 19 days ago in Case Management / Appointments 0 New

Notes on Obituary Page

There is not a notes section on the obituary page. Could a notes section be added for purposes of tagging each other if there are any notes.
Guest 11 days ago in Case Management / Obituary 0 New

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...
Jennifer Jenson about 1 month ago in Case Management / Checklist 0 Gathering interest

Alternative Name Search

I have a preneed with a son in law in charge that has a nickname that he goes by and I entered it under alternative name AND display name under friends and family. Since that is how he is known, I searched him to find the preneed and there were no...
Angela Anello 13 days ago in Case Management / Family & Friends 0 New

Remember Preneed Next of Kin when converting to Atneed

When a preneed case goes atneed and the caller is a family member, you wind up with that family member listed twice in the family and friends section. Could there be a pulldown to select a family member that's already in the family and friends? It...
Angela Anello 13 days ago in Case Management / Data Entry 0 New

Height Format

For the height field, the field is only accepting inches, could we have the option to have the format be able to be input as 5'10"
Guest 14 days ago in Case Management / Care Center 0 Gathering interest

Multiple appointment options for Preneed

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 ...
Angela Anello 17 days ago in Case Management / Appointments 0 Gathering interest

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