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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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Expanding Copy Pre-Need Contract, At-Need Drop Down

Some items cannot be fully viewed when utilizing the Copy Pre-Need Contract and selecting items for the At-Need Contract. Can we have a way to expand the dropdown in order to see what the full line item?
Guest about 2 years ago in Case Management / Goods & Services 0 Planned

Add a generic "insurance info" tab

Please create a screen for data entry specifically pertinent to insurance policies. It would be very helpful to be able to have everything in one place so at a glance, you could see who holds the policy, the policy number, death benefit, a checkbo...
Guest about 2 years ago in Case Management / Data Entry 0 Planned

Removal From State disposition option

Please create a "removal from state" disposition option.
Guest about 2 years ago in Case Management / Data Entry 0 Future consideration

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...
Guest about 2 years ago in Case Management / Payments & Adjustments 0 Planned

last name

Would like it if the cases are sorted by last name instead of first. Thank you.
Guest about 2 years ago in Case Management / Data Entry 0 Already exists

Adding Disp. of Cremated Remains (Mailing of Cremated Remains)

On the Arrangement Page under Disposition, having an option to have a Disp. of Cremated Remains, one of the drop downs be Mailing of Cremated Remains.
Guest about 2 years ago in Case Management / Case 1 Future consideration

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 2 years ago in Case Management / Case 1 Future consideration

Add In-State Transfer as an option on Disposition Page

On disposition>Disposition Type, it would be helpful to have the option to select "in state transfer."
Anna Andrews over 2 years ago in Case Management / Case 0 Future consideration

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 over 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 over 2 years ago in Case Management / Appointments 0 Future consideration