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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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Obituary and Disposition Pages Flipped

Aderhold Funeral Home mentioned that having the Obituary and Disposition page flipped on a case would be beneficial so this way the disposition will pull on the obituary.
Guest 4 months ago in Case Management / Case 0 Future consideration

Transfer Report Available on Transfer Care Center Screen

It was requested that since Michigan has recently started requiring case reports about the transfer of a decedent as well as the embalming, that a transfer report be available on the Transfer screen under Care Center as there is an option to print...
Jennifer Jenson 7 months ago in Case Management / Care Center 0 Future consideration

Photo on Case Listing

Please consider adding the photo at the top of each case listing next to name, dates, case identifier so right as you open a case or while you're working on the different pages, the primary photo would always appear.
Guest about 2 years ago in Case Management / Files 0 Future consideration

Expand Details for Open Casket & Body Present Options

Within the Funeral Options section we would like to have the Open Casket and Body Present areas expanded to include text, not just yes or no. We have many instances were the casket is open for a private family visitations and then closed during th...
Guest almost 2 years ago in Case Management / Data Entry 0 Future consideration

Have the option to add or delete relationships like we can with physicians, churches, cemeteries, etc.

It would be really helpful if we could edit the relationship drop down list so that we do not have to hit other and continue to type an unlisted relationship every time it is needed. We should be able to edit the list ourselves and make it availab...
Guest 4 months ago in Case Management / Data Entry 0 Future consideration

Ability to Create Veteran Specific Checklists

There are many steps that are involved in only veteran cases. Funeral Homes would like the option to set a checklist to show only on Veteran Cases, similar to the Client Service Type/disposition filters
Madison Hicks 8 months ago in Case Management / Checklist 0 Future consideration

Delivery To Crematory - Other Option

In the care center under cremation>deliver to crematory, can there be an "other" option so users can manually type in this field? The other sections allow for this.
Tarrence Price 9 months ago in Case Management / Care Center 0 Future consideration

Unknown Time of Death

Currently there is not a way to indicate if the time of death is unknown. It would be really helpful to be able to indicate this!
Anna Andrews over 2 years ago in Case Management / Case 1 Future consideration

Age on Case Menu to show as Years, Month, Day

On the a case menu on the ID Tag, if there could be an ability to have the age show as years, month, days.
Guest over 1 year ago in Case Management / Case 0 Future consideration

Cash Sale Able to Pull Info from Existing At-Need Case

Funeral Homes requesting that Cash Sales pull already entered information from At-Need cases, instead of having to re-enter info, which is less efficient. They would like the ability to either choose a Family & Friend on the At-Need case and c...
Guest 10 months ago in Case Management / Data Entry 0 Future consideration