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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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Ability to have a quick add button for each section in Goods & Services

As a user, I would like the ability to have a quick add button for each of the sections on the Goods & Services page.
Product Team almost 5 years ago in Case Management / Goods & Services 0 Not being considered

Adding the Estate of the deceased

Please add "Estate of ___ ________" (deceased) to the list of possible payors. It is very irritating to have to add their Estate to a list of possible payors every time and then to have to select a relationship. Please have this in the system so i...
Dana Dingmann over 4 years ago in Case Management / Family & Friends 0 New