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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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Refund Option Should Include More Than Just Checks

Under payments & adjustments when adding the transaction of a refund there should be fields available for data if it is a credit card refund or a cash refund. Currently there is only a field to indicate the check #. We are noting otherwise in ...
Guest 11 months ago in Case Management / Payments & Adjustments 0 Not being considered

Update Automatically Based on Year for Auto-Incrementing Numerical Sequence

User Story At the beginning of the year, most organizations using the Auto-incrementing Numerical Sequence as a "case count" are choosing to 'restart' their sequence. Most of them also expect this to happen automatically since we have Case Creatio...
Kaylan Johnson over 3 years ago in Case Management / Case Identifier 1 Planned

Tag Users in Care Center Notes

It would be helpful if funeral directors could tag other users in notes sections in the Care Center. For example, on the Appearance page, in the Hairdressing section the Description of Request box.
Guest 8 months ago in Case Management / Care Center 0 Future consideration

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 over 3 years ago in Case Management / Data Entry 1 Planned

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

QR code tracking for pets

You have the QR code system for humans. Why not have it for pets. It is nice to be able to see the human cases we are serving through the cremation process. Logging in the retort, processor, urn ready to go to location and urn received at location...
Guest over 1 year ago in Case Management / Security 0 Future consideration

Forms Mappings Search

Can we create the mappings dropdown to be searchable by keyword? Right now you have to search the exact mapping, which is difficult since there are so many versions of similar mappings. For example, to find a mapping pulling last 2 digits of the y...
Jessie Goggans over 3 years ago in Case Management / Documents 0 Planned

Add the ability to @ within a Custom Field

Please add the ability to send an @ notification within a custom field text box.
Guest 12 months ago in Case Management / Data Entry 0 Future consideration

Unknown Time of Death

Currently there is not a way to indicate if the time of death is unknown. It would be really helpful to be able to indicate this!
Anna Andrews over 1 year ago in Case Management / Case 1 Future consideration

Adding File Folders to Files/Photos section

It would be very helpful if we were able to create file folders for the clients to be able to upload pictures or files using the planning center, but would allow us to sort those files on our side. Example: File 1 - Insurance Documentation, File 2...
Guest almost 2 years ago in Planning Center 0 Future consideration