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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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Care Center Tracking Checkbox

When you are in the process of converting a case to an at-need, most fields under case information light up as soon as you check the box before you hit save. Can this happen for the care center tracking box as well? Currently, you have to save and...
Tarrence Price 29 days ago in Case Management / Care Center 0 Gathering interest

Default F&F Role for Survey Reports

Interest has been expressed that it would be nice to have the role defaulted when the funeral home is using Johnson Consulting Survey so that they wouldn't miss getting a survey sent should they forget to select the role.
Guest about 1 month ago in Case Management / Family & Friends 0 Gathering interest

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

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 2 months ago in Case Management / Care Center 0 Gathering interest