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...
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...
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.
Option to select the coroner who signed off on cremation auth
It would be helpful for documentation's sake and for the EDRS sync if there was an option to say which coroner signed off on the cremation authorization.
Anna Andrews
over 1 year ago
in Case Management / Case
1
Future consideration
We use the checklist feature extensively for our funeral planning and internal communication. I have created a number important checklists that we use daily: Basic planning, death certificate, cremation paperwork/process, ready for services; as we...
Families can choose which branch of a funeral home that they are planning with. May it be that they have other family members who have planned there, or created relationships with someone who works at the funeral home.
My staff has a few suggestions/complaints about how cases can be managed due to the case/client type/status. Can we please be allowed to choose a client service type for an Imminent Need case? Preneed cases would be nice too, but it's especially f...
There needs to be a spot for "NA" on the parents. The death certificate system has one also. Not everyone knows their parents name. Leslie Buehler is an example on D22-011.
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Planned
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Planned
