Pinned ideas

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...

Data Entry

Showing 58

11 VOTE

Add weight field to case creation modal

Users would like the option to add in decedent weight on the initial case creation modal, both in the web and mobile apps. Decedent weight is often collected at the time of pickup.

Jessie Goggans over 2 years ago in Case Management / Data Entry 1 Planned

7 VOTE

Add Field for Time of Birth for Infant Age Accuracy

In the First Call and Vital Statics pages, there doesn't appear to be a place to write the Decedent's Time of Birth. While that's not a very standard piece of information, it would be beneficial to provide a conditional field to select the time of...

Guest over 1 year ago in Case Management / Data Entry 0 Planned

2 VOTE

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 6 months ago in Case Management / Data Entry 0 Future consideration

6 VOTE

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 over 1 year ago in Case Management / Data Entry 0 Future consideration

7 VOTE

Add weight and height to all case types, entry in First Call

When creating a first call, a weight is essential to know the personnel and resources needed for the pickup, regardless if it is a cremation or not. Height would also be helpful as it is a good identifier of the decedent.

Dan OBrien almost 2 years ago in Case Management / Data Entry 0 Planned

2 VOTE

Planning Center tab > Messaging: Show latest message first when more messages are present than will show without scrolling.

Show latest message first when more messages are present than will show without scrolling. Currently, if you have a lengthy conversation in Messaging, when you go to that page, the messages window is shown, with the top-most message first. That's ...

Guest 7 months ago in Case Management / Data Entry 0 New

12 VOTE

Ability to Default a Funeral Director

It would be really beneficial to have the ability to set a default Funeral Director especially when there is only one Funeral Director in the Funeral Home. This way the funeral director doesnt have to assign themselves to every single case.

Guest almost 4 years ago in Case Management / Data Entry 1 Planned

15 VOTE

When information is entered on one tab, it updates on all other applicable pages

User Story As a user, I would like for information entered on one tab to populate on all other applicable pages. For example, if you are in a case and navigate to the Arrangement Tab and under disposition: we enter Date of Disposition; Disposition...

Guest about 5 years ago in Case Management / Data Entry 1 Planned

2 VOTE

Please add Spouse Middle Name field to Vitals Page

Please add Spouse Middle Name field to Vitals Page, this is needed for many death certificates and was requested by McDougal Funeral Home in Utah.

Julie Hofmann 8 months ago in Case Management / Data Entry 0 Planned

5 VOTE

Check for duplicate decedent names.

Jill Materia about 2 years ago in Case Management / Data Entry 0 Already exists

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