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 12

1 VOTE

ClaimCheck Beneficiary funeral option toggle between multiple branches

When you pick the funeral home as the beneficiary it only pulls the main entity and not any of the branches. If the funeral home has one instance but multiple locations that do business as separate entities they need to have the option to pick the...

Adrain Valerio about 2 months ago in Case Management / Payments & Adjustments 0 Gathering interest

1 VOTE

Under Funeral Options, add button 'If Cremated Remains' present for service; not just 'Body'

This would help communicate to staff if Urn is present. Not all families want them present

Mike O 2 months ago in Case Management / Care Center 0 Gathering interest

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