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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

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Account codes and dates displayed on the Goods & Services screen

Account codes would be very helpful, particularily for cash advances since Vertin Company purchase accounts must off-set the sales account. Very helpful with cash advance accruals. Date are also very helpful so that we can see, at a very quick gla...
Londa Darwin over 4 years ago in Case Management / Goods & Services 3 Planned

Claimcheck Dashboard Configuration

On the ClaimCheck Dashboard, there is currently not a way to configure the columns by adding or taking any away. For example, you can filter for Funeral Director on the case, but you do not have the ability to see a column with the Funeral Directo...
Guest 5 months ago in Case Management / Reports & Dashboards 0 Future consideration

Add Ability for Users to Bookmark Forms to Display Separately from Standard Forms

We've had a lot of customers ask about changing the Order/Selection of Standard Forms, and while there are certainly workarounds that we've been able to use, some FH Standard Forms are mandated by Organizations like Vertin/Legacy etc. Specifically...
Guest 6 months ago in Case Management / Case 1 Future consideration

Notification for Conflicting Funeral Services

Yvonne Sersch pointed out that the system doesn't provide a notification if multiple services are scheduled at the same time. Would it be possible to have a notification if there are conflicting services?
Tarrence Price over 1 year ago in Case Management / Appointments 1 Future consideration

Automatic Reminders for Checklist Items

We would like the ability to set automatic reminders to our checklist items. There are some items that are time sensitive and the ability to remind someone based off select criteria would be awesome. An example might be Remind the Assigned Directo...
Jill Materia about 1 year ago in Case Management / Checklist 0 Planned

Order of Forms in eSignature Dropdown

I am not sure how the documents are currently ordered in the eSignature dropdown but Einan's at Sunset would like to be able to specify the order by category. They have a lot of forms under "Arrangement Forms" and they currently have to scroll to ...
Julie Hofmann about 2 months ago in Case Management / Files 0 Future consideration

DOB Report Filter

I was speaking with a funeral director from Vertin, and she was wanting to run a report for the DOB & DOD anniversaries of decedents. However, we're unable to filter by date of birth. She said this filter option would make it easier to run som...
Tarrence Price about 2 months ago in Case Management / User Report 0 Planned

Add marital status option for "Common Law" and relationship of "Common Law Spouse"

Some states and countries recognize Common Law marriage as an official marital status. This varies from Civil Union. This needs to be an additional option both for marital status and as a relationship
Guest 2 months ago in Case Management / Family & Friends 0 Planned

Tagging Hairdresser

It would be helpful to tag the hairdresser in the appearance section of the care center. This would send our hairdresser a notification so she knows what was discussed.
Guest 6 months ago in Case Management / Care Center 0 Future consideration

Delivery To Crematory - Other Option

In the care center under cremation>deliver to crematory, can there be an "other" option so users can manually type in this field? The other sections allow for this.
Tarrence Price 2 months ago in Case Management / Care Center 0 Future consideration