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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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Dashboards based on Checklist completion

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...
Holly Stammis almost 2 years ago in Case Management / Checklist 0 Planned

Allowing Families to Choose Branch to Plan with

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.
Guest almost 2 years ago in Case Management / Appointments 0 Future consideration

Case type suggestions

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...
Holly Stammis almost 2 years ago in Case Management / Data Entry 0 Future consideration

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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Guest about 2 years ago in Case Management / Family & Friends 0 Future consideration

Change ability to check whether there is jewelry or pacemaker

Currently, the questions are "Pacemaker removed?" and "Jewelry removed?" There needs to be either an option to ask if there is jewelry or pacemaker and then to ask if removed, or to have a N/A option.
Carol Harley about 2 years ago in Case Management / Care Center 0 Future consideration

Adding Date to Line Items on Goods and Services

It would be a lot easier to add the line item addition date to the goods and services pages rather than having to pull the reports just to simply find a date.
Guest about 2 years ago in Case Management / Goods & Services 0 Future consideration

Default Disposition per Branch

Customer would like to be able to default a disposition per branch like we can for case type per branch. Her example was that the crematory and pet branch disposition will always be cremation (for them).
Erin Merriott about 2 years ago in Case Management / Case 0 Future consideration

Save common entries (like place names, common names, etc.) so we can autofill fields after typing the first few letters

As a user, it would save time and help out if common entries are saved so as we type them out, we have the option to select a commonly entered name/entry. Kind of like a predictive keyboard. For example, if my county name is really long, I could j...
Product Team over 4 years ago in Case Management / Data Entry 0 Not being considered

Default Reminders for Checklist

I would like to create default reminders for the task that would save within the checklist. Example, reminder set to 24 hours prior to service remind FD if task is not completed.
Reuben Feuerborn over 4 years ago in Case Management / Checklist 0 Future consideration

Add a list for Character of Discharge under the Veterans page

From Julie Silha at Schumacher Kish Funeral Home: With that being said, I promised you some information for the Veteran’s information screen to potentially create a dropdown list for Character of Discharge. Coming from a background of working with...
Guest over 2 years ago in Case Management / Data Entry 1 Not being considered