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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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Create permission for editing case identifiers

I do not want everyone on my staff to be able to edit a case number.
Guest over 4 years ago in Case Management / Roles & Permissions 0 Shipped

Dashboard Widget for Check Lists

Within the Dashboards page, I would like to be able to see a Check Lists widget. This will allow me to view the progress of certain tasks for all cases at a quick-glance, without having to run reports or check individual cases) (tab per check list...
Guest over 4 years ago in Case Management / Checklist 0 Shipped

When the decedent's marital status is widowed, automatically mark spouse as deceased

When entering the spouse on the Vital Statistics page there is no radio button to mark the spouse as deceased. The funeral home assumes when they mark the decedent as widowed, their spouse would come over as deceased to the Family & Friends pa...
Kelsey Swearingen over 4 years ago in Case Management / Family & Friends 0 Shipped

Column Title is Wrapping on F&F Page

User Story On the F&F page, the column title "Relationship to Decedent" is wrapping when there are several role badges. We should correct the wrapping and also consider changing the title to "Relationship" since it's probably a given that it i...
Josh McQueen over 4 years ago in Case Management 0 Shipped

Improve Search Results

A lot of our funeral directors have brought up concerns about the search engine. The name needs to be spelled perfectly correct in order for the search engine to pull it up. It would be nice if it allowed for some user error.
Guest over 4 years ago in Case Management 0 Shipped