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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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Case Management

Showing 498 of 651

Scheduling Price List Changes - Cost

Need the ability to be able to schedule cost updates in the price list just like we are currently able to schedule changes for the retail price.
Kelsey Swearingen about 3 years ago in Case Management / Price List 0 Planned

Different color/theme options for Dashboard

It would be nice if there were different color/theme options for Dashboard.
Product Team almost 5 years ago in Case Management 1 Not being considered

Death certificate tracking

it would be nice if there was an easier way of tracking status of a death certificate. I understand you could use checklist, but if there was a dashboard where you can see all your current cases and a specific dash board status. For example, in yo...
Matt Murphy over 1 year ago in Case Management / Checklist 0 Future consideration

Checking for Informant Duplicates

Having the option to check for informant duplicates to ensure that the informant is not getting sent info twice from billing, etc.
Guest over 1 year ago in Case Management / Case 1 Future consideration

Add a generic "insurance info" tab

Please create a screen for data entry specifically pertinent to insurance policies. It would be very helpful to be able to have everything in one place so at a glance, you could see who holds the policy, the policy number, death benefit, a checkbo...
Guest over 1 year ago in Case Management / Data Entry 0 Planned

Removal From State disposition option

Please create a "removal from state" disposition option.
Guest over 1 year ago in Case Management / Data Entry 0 Future consideration

Exclude Deleted Cases Financials from Accounting Exports

Currently when running an accounting export, you can export financials from a case that has been deleted. In the sense of things if a case is deleted you would no longer need those financials therefore it can cause some confusion if the financial ...
Sierra Chaffin over 3 years ago in Case Management / Export/Import 0 Planned

Payment screen- Payor address Tab stops are out of order

Not a huge problem, but for those of us who are keyboard people and prefer to not use the mouse to activate a field..... When adding a payment, and adding the address details for the payor, the tab stops for the address are not in the correct orde...
Guest over 1 year ago in Case Management / Payments & Adjustments 0 Planned

last name

Would like it if the cases are sorted by last name instead of first. Thank you.
Guest over 1 year ago in Case Management / Data Entry 0 Already exists

ESignature Files

PLEASE add the Esignature Files to the case file listing on the lower right side. Having to go in and look to see if there are any Esignature files is a PAIN.
Guest over 1 year ago in Case Management / Files 0 Future consideration