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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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Data Entry

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Tracking on Desktop Program

It would be very beneficial for us to have tracking on the desktop version, since we don't always have our phones available, particularly when families are picking up urns at our front office.
Guest 3 months ago in Case Management / Data Entry 1 Future consideration

A checkbox for "Stillborn" that will gray out or disable date of birth/date of death

While not often, our firm handles cremations and burials for stillborn infants. The category of "stillborn" is available as an option on most forms in our state -- the best workaround currently is to put the date of birth and death as the same dat...
Joe Laedtke about 1 year ago in Case Management / Data Entry 1 Future consideration

Autosave when you change pages

It would be nice if you could transfer pages without having to save, an auto save when you shift maybe.
Product Team about 5 years ago in Case Management / Data Entry 4 Future consideration

List States spelled out for ease of use, especially for outside US.

Currently, States are listed as 2-character abbreviations in Vitals, which is commonly needed for DCs and other forms, but users would benefit from seeing the full spelling of States in the dropdown. This would mitigate errors and be especially he...
Kaylan Johnson 3 months ago in Case Management / Data Entry 0 Future consideration

Quick add

When entering a case under the quick add to please add the option to add the middle name or initial...not a requirement! This is especially helpful when adding multiple clients both pre-need and at-need.
Gayla Satre 7 months ago in Case Management / Data Entry 0 Future consideration

Display Pre Need differently than At Need

It would be helpful if text entered as a Pre could display in a different color. When moving to At Need sometimes data changes and it's hard to figure what was selected as a Pre versus what is being selected during an at-need arrangement. The abil...
Jill Materia over 1 year ago in Case Management / Data Entry 0 Future consideration

Location of Remains - Medical Examiner's Office

When on the Vitals page, selecting the Location of Remains, you can select "Medical Examiner's Office, but you cannot specify which M.E.'s office they are currently at. This would help to determine which M.E.'s office they are at and have it pull ...
Guest 2 months ago in Case Management / Data Entry 1 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 3 months ago in Case Management / Data Entry 0 Future consideration

Add a place to add clergy name

Need a place to record the clergy name so that it can be found if we are doing a case and want to see who the clergy was on a previous case.
Charles Evans about 1 year ago in Case Management / Data Entry 2 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