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...

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1 VOTE

Separate Product / Services filters for Price List

It would make it much easier to filter down to just product items. As of right now the only way to filter to just products is to do a much more granular filter, manually.

Guest over 4 years ago in Case Management / Price List 0 New

0 VOTE

Adding the Estate of the deceased

Please add "Estate of ___ ________" (deceased) to the list of possible payors. It is very irritating to have to add their Estate to a list of possible payors every time and then to have to select a relationship. Please have this in the system so i...

Dana Dingmann over 4 years ago in Case Management / Family & Friends 0 New

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