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...

Case Management

Showing 139

1 VOTE

"Other" Rolodex Entries added as a payer

Having the option to have a Rolodex entry that is listed as "Other" on the "Other-Organization" be able to have the option to be added as payer on the payments and adjustments. Especially when that organization is used frequently.

Guest about 1 year ago in Case Management / Rolodex 0 Future consideration

3 VOTE

Private way to Identify deceased

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...

Guest over 3 years ago in Case Management / Case 0 Future consideration

1 VOTE

Price list required field

This idea is similar to the "must be pulled from inventory" check mark on items, but it would be for services...it would "require partnered field" or something. For example, if we have a "crematory fee", there must also be a "coroner's permit" or ...

Holly Stammis about 1 year ago in Case Management / Price List 0 Future consideration

1 VOTE

Alphabetize only the last name that you are searching

ex. When I search for last name Hill, it brings up any name that has hill in it. Such as Hilligoss, Philip, Churchill, etc. Is there a way to close the search to only Hill as the last name? When searching it can be time consuming to look through a...

Guest over 1 year ago in Case Management / Case Identifier 0 Future consideration

1 VOTE

On the top banner of a case it would be helpful to have the age of the decedent in the format of years, months and days instead of just years.

No description provided

Michael Steele over 1 year ago in Case Management / Profile 0 Future consideration

1 VOTE

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

1 VOTE

Add In-State Transfer as an option on Disposition Page

On disposition>Disposition Type, it would be helpful to have the option to select "in state transfer."

Anna Andrews over 1 year ago in Case Management / Case 0 Future consideration

1 VOTE

Allowing Families to Choose Branch to Plan with

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.

Guest over 1 year ago in Case Management / Appointments 0 Future consideration

1 VOTE

Searching for Branches

It would be a time saver if we were able to search for branches on their own, rather than searching for the organization, then branch. Having the ability to search for the branch along with the organization would help us find our homes better.

Guest over 1 year ago in Case Management / Search 0 Future consideration

1 VOTE

Show Pending Payments in Payments Tab

Currently in the Payments tab of the PC, if there are payments pending, such as a Preneed payment, those are not reflected in the balance. I understand why, but in many cases, those "pending" funds are in fact, guaranteed, but can't be shown as su...

Guest over 1 year ago in Case Management 0 Future consideration

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