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...
As a user, it would be nice to be able to add a note under any specific item of the goods & services contract that would be visible to the family. (i.e. discounted, adjusted, etc. for that specific item) Otherwise, we have to put in a discreti...
When running the survey report, the report can only be grouped by one option. Could there be a feature to group by multiple options, such as grouping by both Client Service Type and Branch. A Direct quote from Caldwell Parrish, "Is it possible to ...
