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...
it would be nice if there was an easier way of tracking status of a death certificate. I understand you could use checklist, but if there was a dashboard where you can see all your current cases and a specific dash board status. For example, in yo...
PLEASE add the Esignature Files to the case file listing on the lower right side. Having to go in and look to see if there are any Esignature files is a PAIN.
I would like to provide private access (maybe a link, etc.) for the NOK to verify the identity of the deceased. If they are not coming into the office, possibly out of state but need to identify in order to proceed with arrangements. Might be a pl...
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 1 year ago
in Case Management / Case
1
Future consideration
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.
My staff has a few suggestions/complaints about how cases can be managed due to the case/client type/status. Can we please be allowed to choose a client service type for an Imminent Need case? Preneed cases would be nice too, but it's especially f...
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Future consideration
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Future consideration
