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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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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

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

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 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

Please create Role Executor/Executrix

Please create a Role called Executor/Executrix. This Role would be especially important to our Canadian firms where around 90% of the time there is an Executor that is the legal representative named in the will, and that person is not usually also...
Guest 2 months ago in Case Management / Family & Friends 0 Future consideration

Change DC Signed by to Medical Certificate Signed By

In Canada, what we call a Death Certificate they call a Medical Certificate of Death. Please change the wording on the Vitals page to reflect that. Under the Death heading there is a box that says Death Certificate signed by, please change this to...
Guest 2 months ago in Case Management / Data Entry 0 Not being considered

Create Planning Center Originated documents to show in separate section

Create a tab on the Case Files page to separate files that originated from the Planning Center. Ideally, there would be 3 tabs: 1 for ALL Case Files, including files from the funeral home and the planning center, 1 for case files added only by the...
Madison Hicks 3 months ago in Case Management / Files 0 Future consideration

Under Funeral Options, add button 'If Cremated Remains' present for service; not just 'Body'

This would help communicate to staff if Urn is present. Not all families want them present
Mike O 3 months ago in Case Management / Care Center 0 Future consideration

Add Ability for Users to Bookmark Forms to Display Separately from Standard Forms

We've had a lot of customers ask about changing the Order/Selection of Standard Forms, and while there are certainly workarounds that we've been able to use, some FH Standard Forms are mandated by Organizations like Vertin/Legacy etc. Specifically...
Guest about 1 year ago in Case Management / Case 1 Future consideration

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 10 months ago in Case Management / Goods & Services 0 Planned