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Status Planned
Workspace Case Management
Categories Case
Created by Holly Stammis
Created on Mar 1, 2022

Warning when At Need case name matches a Pre Need

This is partially a staff training issue, but it would be nice if when entering a new At Need case, should that first & last name match a PreNeed case, a warning would come up. It would need to be easy to override, but we've had a few times where the person taking the first call forgets to see if we have an Imminent Need or PreNeed case started for the decedent, and we end up with 2 cases.

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