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Status Shipped
Workspace Case Management
Categories Care Center
Created by Guest
Created on May 13, 2025

Preparation Due Edit

The preparation due section that was updated recently is not allowing staff to change the status of prep until a disposition has been selected by the director. This also affects the case reports/additional information input into the embalming tab - this information gets erased when the disposition is updated if the prep hasn't been marked as completed first.

Example of how this affects workflow:

-Care Team checks in case on Tuesday morning

-Director obtains permission to embalm and sets arrangement conference for Wednesday afternoon

-Care Team completes prep and case report on Tuesday afternoon, but cannot change status of prep

-Director meets with family and selects disposition on Wednesday afternoon

-Care Team revisits case report to update prep status, but case report has been erased


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