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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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"Appointment With" Field

On the Vitals page in the Arrangement Section the "Appointment With" field is not currently listed as required but will not let you save the page if you do not input a FD. Could this field either have an asterisk that it is required or be not requ...
Guest 5 months ago in Case Management / Appointments 0 Planned

Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?
Tarrence Price almost 2 years ago in Case Management / Appointments 1 Future consideration

Quick add

When entering a case under the quick add to please add the option to add the middle name or initial...not a requirement! This is especially helpful when adding multiple clients both pre-need and at-need.
Gayla Satre 7 months ago in Case Management / Data Entry 0 Future consideration

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 about 2 months ago in Case Management / Payments & Adjustments 0 Gathering interest

Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin about 5 years ago in Case Management / Goods & Services 3 Planned

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 7 months ago in Case Management / Payments & Adjustments 0 Planned

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Jill Materia over 1 year ago in Case Management / Data Entry 0 Future consideration

Ability to capture the bank name when adding a check payment

We would like the ability to add the bank name in Payment and Adjustments when a family pays by check. This would allow us to put the bank name and check number on our final invoice.
Jill Materia over 1 year ago in Case Management / Payments & Adjustments 1 Future consideration

E-Transfer Option

Please add an option for E-Transfer for Canadian funeral homes. E-Transfer is a bank-to-bank transfer in Canada that is a very frequent payment method. The payment details would be the same as for an ACH.
Guest about 2 months ago in Case Management / Payments & Adjustments 0 Future consideration

Add Suffix and Title Options on Case Summary

It would be helpful to be able to see the suffix for the Family & Friends on the Case Summary page, or at least have the option to toggle that information on/off for the display of each F&F name.
Guest 2 months ago in Case Management / Family & Friends 0 Future consideration