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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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Ability to Re-size the "Alerts" Column on Case Listing

The Alerts column gives no column header to verify it is as small as the largest word in the title like all other columns and the only thing in the column is a bookmark symbol. It should be able to resize smaller so that it does not take up so muc...
Gayla Satre over 4 years ago in Case Management 0 Planned

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 over 1 year ago in Case Management / Payments & Adjustments 0 Not being considered

Add a Planning Center for Pet Cases

Our pet family members want to be able to add their own information and can be great pre-need leads for our funeral home. We would like to be able to interact with them in the same way we interact with our families in the Planning Center To do thi...
Veronica Penn Beattie 8 months ago in Planning Center 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 almost 2 years ago in Case Management / Case 1 Future consideration

Capability to Pin the Column Titles on the Case Listing Page

Angie Gard with Gard Funeral Home asked if we had a way of freezing or pinning the column titles on their case listing page. She mentioned that they are struggling right now with remembering what column is what especially when they begin scrolling...
Chloe Stirling over 3 years ago in Case Management / Admin 0 Planned

Allow for mass selection of cases to change case status types.

It would be nice to be able to change the case status of multipe cases at once without having to go into each individual case and change them one by one.
Guest 4 months ago in Case Management / Case Identifier 0 Future consideration

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

Additional Injection/Drainage Method

On the Embalming page in the Care Center on the Injection Method, Piasecki Funeral Home noted that there in addition to Continuous and Alternate there is an Intermittent method as well. And on the Drainage Method there is additionally an Alternate...
Guest 8 months ago in Case Management / Care Center 0 Already exists

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 about 4 years ago in Case Management / Case Identifier 1 Planned

Recode the address input for the deceased so that the address can be input prior to having to select the country

Recode the address input for the deceased so that the address can be input prior to having to select the country.
Guest 4 months ago in Case Management 0 Future consideration