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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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Case Management

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Automatic Disclosures on Contract

This will be helpful to directors so they don't forget to add disclosures to each contract and risk potential fines. It seems to be a simple concept. As embalming is selected in the contract it triggers the embalming disclosure to be added to the ...
Guest about 1 year ago in Case Management / Goods & Services 0 Planned

Death Notice Emailing

Looking to be able to add send out a death notice by email like you are able to do for the obituary. On the obituary page at the bottom there is an option to put in a death notice. Can there be an option under that death notice section to be able ...
Guest 4 months ago in Case Management / Obituary 0 Future consideration

AI writing tool availability outside of a case

Could you make the AI Writing tool available outside of a case. I would like to use the AI writing tool to create an obituary outside of a case or be able to use it as a general writing tool for creating poems and other general writings.
Ryan Patterson 4 months ago in Case Management 1 Future consideration

User Reports - Outstanding Balances

On the advanced filtering tab in user reports, when you select outstanding balance, you have the options of yes, no, or all cases. If you click yes, it'll pull cases with both negative and positive balances. However, you are given the option of sp...
Tarrence Price about 1 year ago in Case Management / User Report 0 Planned

Add a history for an emailed receipt

It would be great if you could see when/if a payment receipt had been emailed to the family. This would help to ensure they did receive an email and prevent any potential disputes from families claiming they did not receive one.
Madison Hicks 4 months ago in Case Management / Payments & Adjustments 0 Future consideration

Convert a preneed case to an imminent-need case

We we get notified of an impending death and there is already a preneed on file, we want to be able to convert that preneed case into an imminent-need case.
Guest almost 6 years ago in Case Management / Case 3 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 7 months ago in Case Management / Data Entry 0 Future consideration

Edit Price List right on PL Dashboard

If I want to make a quick edit to the price or name of an item, can we have the option to have a quick update of the price list. For example on the price list in Admin just be able to mass update all prices.
Guest 7 months ago in Case Management / Price List 0 Future consideration

Highlighted notes area

It would be helpful that when a note is entered into an case that the Note section in the toolbar be highlighted to notify us that something has been entered there. Especially if its a pre arrangement and the person passes years later.
Guest 4 months ago in Case Management / Data Entry 0 Future consideration

Change default Reminder on Services to no reminder

Services default to having a 5-minute reminder. This is not very helpful since Funeral Directors often need reminders long before 5 minutes or not at all. It would be helpful if this was defaulted to NO REMINDER and then if the funeral home wants ...
Madison Hicks 4 months ago in Case Management / Reminders 0 Planned