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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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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 ...
Guest about 18 hours ago in Case Management / Care Center 0 New

Death Notice Emailing

Looking to be able to add send out a death notice by email like you are able to do for the obituary. On the obituary page at the bottom there is an option to put in a death notice. Can there be an option under that death notice section to be able ...
Guest 8 days ago in Case Management / Obituary 0 New

Detailed History on Family and Friends Page (Activity Feed)

Similar to the detailed history that is on the Goods and Services & Payments and Adjustments page. A few funeral homes would like to see the activity feed of who is creating family and friends contacts and who is manipulating data in each cont...
Adrain Valerio 22 days ago in Case Management / Family & Friends 0 Gathering interest

Add a history for an emailed receipt

It would be great if you could see when/if a payment receipt had been emailed to the family. This would help to ensure they did receive an email and prevent any potential disputes from families claiming they did not receive one.
Madison Hicks 9 days ago in Case Management / Payments & Adjustments 0 New

Highlighted notes area

It would be helpful that when a note is entered into an case that the Note section in the toolbar be highlighted to notify us that something has been entered there. Especially if its a pre arrangement and the person passes years later.
Guest 13 days ago in Case Management / Data Entry 0 New

Add city, state next to rolodex entries in dropdowns for venues

There are often multiple rolodex entries for places with the same name (there are 6 DIFFERENT St. Mary's Churches in the areas surrounding Cleveland) when scheduling a service and choosing a venue, it would be nice to see the city, state in the dr...
Madison Hicks about 2 months ago in Case Management / Data Entry 0 Planned

Completed tasks should automatically be moved to the bottom of the checklist within the case

Users with more comprehensive checklists experience inefficiency when looking through their checklist to view only incompleted tasks within the case. While there is an option to view inpcomplete tasks on the Tasks Dashboard, this does not help wit...
Kaylan Johnson 4 months ago in Case Management / Checklist 0 Closed

Phone Number/Fax pulling over when Hospice/Hospital are entered

When on the Vitals page, it would be helpful if the Hospice/Hospital phone and fax would pull over without having to select a dr first. Sometimes the FH won't know who the dr is until after the attestation is signed.
Guest 16 days ago in Case Management / Data Entry 0 New

Warning when changing branches if there is a Contract built already

When changing a case that has a contract built out on it to a new branch within an organization, the GL account numbers still reflect the previous branch, rather than updating to the new branch’s GL account numbers. The only way to correct this is...
Marshall Brooks about 1 month ago in Case Management / Goods & Services 0 Gathering interest

Tracking on Desktop Program

It would be very beneficial for us to have tracking on the desktop version, since we don't always have our phones available, particularly when families are picking up urns at our front office.
Guest 4 months ago in Case Management / Data Entry 2 Future consideration