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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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Allow funeral homes to change the default payment type

Currently, when adding a payment it defaults to "cash" as the payment type. This is the least used payment type for a lot of funeral homes so they would like the ability to default it to card or check since those are used more often
Madison Hicks 8 months ago in Case Management / Payments & Adjustments 0 Planned

Automatic Reminders for Checklist Items

We would like the ability to set automatic reminders to our checklist items. There are some items that are time sensitive and the ability to remind someone based off select criteria would be awesome. An example might be Remind the Assigned Directo...
Jill Materia over 1 year ago in Case Management / Checklist 0 Planned

calculate the persons age automatically

one less thing to do
Guest about 1 year ago in Case Management / Data Entry 1 Planned

Ability to create multiple goods and services on At need calls

Currently, we can create multiple estimates in pre need cases. This is a very nice option. However, when you create a new at need case, one does not have the ability to create more than one statement of funeral goods. Many families do not know wha...
Mike O 3 months ago in Case Management / Goods & Services 0 Planned

Automatic Disclosures on Contract

This will be helpful to directors so they don't forget to add disclosures to each contract and risk potential fines. It seems to be a simple concept. As embalming is selected in the contract it triggers the embalming disclosure to be added to the ...
Guest 11 months ago in Case Management / Goods & Services 0 Planned

ClaimCheck Beneficiary funeral option toggle between multiple branches

When you pick the funeral home as the beneficiary it only pulls the main entity and not any of the branches. If the funeral home has one instance but multiple locations that do business as separate entities they need to have the option to pick the...
Adrain Valerio 3 months ago in Case Management / Payments & Adjustments 0 Planned

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 6 months ago in Case Management / Data Entry 0 Planned

New Role for Cremains Pickup

While there is a spot in the care center to record who picked up cremains, it would be helpful to add a cremains pickup role like there is a DC recipient role.
Anna Andrews about 3 years ago in Case Management / Family & Friends 2 Planned

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 6 months ago in Case Management / Care Center 0 Planned

Add marital status option for "Common Law" and relationship of "Common Law Spouse"

Some states and countries recognize Common Law marriage as an official marital status. This varies from Civil Union. This needs to be an additional option both for marital status and as a relationship
Guest 9 months ago in Case Management / Family & Friends 0 Planned