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...
Just found out VA Cemeteries give ID numbers to FHs. I didn't know about this. My suggestion is to have a space in the location details of a FH location for this info, and then display it at the top of the Veteran Information Tab in any case that ...
Love that we can now search the mapping options when creating a document. Could there be a way to search the Field Names? I have a couple of PDF documents that have 10+ pages of fields (many don't map, but I want to be able to type into the docume...
Managers and Admins often need to see when a case was deleted and by whom. Additionally, there are questions of when a case switched branches, when/who changed a status or a tag was selected/unselected, etc. Having a page or link to something simi...
Kaylan Johnson
over 1 year ago
in Case Management / Admin
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Future consideration
In the Rolodex, it would be nice if there were a way to see what cases are associated with an entry. Examples of how I'd use this information: "I'm not getting the doctor's to pick up the phone. What did I do last time they had to sign a cert?" "T...
Adding a place in the rolodex for cemeteries that require certain fees. Then when said cemetery is chosen on the disposition page it would pop up a field showing the fee required. This would "remind" the director to add to the contract.
0
Future consideration
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Future consideration
