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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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Attach and Schedule Passare Users to Services

It would be useful to be able to attach funeral staff to a service so that scheduling would be easier for funeral directors. Client submitted idea and stated one of his previous software would allow him to request a user to work an event. That use...
Ryan Patterson 5 days ago in Case Management / Appointments 0 Planned

Add Religion

On the funeral options page there is not a religion listed for Sikh.
Guest 9 days ago in Case Management / Case 0 Planned

Unmarking "pending" dates should not set a date

When unmarking an event as pending, the date is automatically selecting a nearby time regardless if there was a date and time selected. If the event has a date entered and the pending date checkbox is checked, when unchecking the box to finalize t...
Ryan Patterson about 2 months ago in Case Management / Appointments 0 Planned

Additional Fields on Vitals Page for Wisconsin Death Certificate

The state of Wisconsin is requiring some additional fields for their death certificates, and two funeral homes so far have brought this to our attention. They want these fields hardcoded to the Vitals page New Fields: Primary Occupation at the tim...
Adrain Valerio about 2 months ago in Case Management / Case 0 Planned

Middle Name Field when Creating a Case

When initially creating a case, if there could be a field for Middle Name so it can duplicate on the Vitals page.
Guest 3 months ago in Case Management / Case 0 Planned

Create custom groupings for note tagging

Funeral homes would like to create custom groupings of users to tag in notes when it doesnt need to be just one role or all users. For example, when someone needs to tag all FDs and office staff but not the removal team!
Madison Scott 28 days ago in Case Management / Notes 0 Planned

Client Service Type Remain at Pre-Need to At-Need Conversion

When converting a pre-need to at-need the client service type is changed to the first CST based on alphabetical order. So If I have "Cremation with Service" pre-need, it is changed to "Body Present Cremation" because B comes before C. Is there a w...
Ryan Patterson 3 months ago in Case Management / Data Entry 0 Planned

System Calendar improvements

How about different colors in the System Calendar, depending on the event or different color depending on the funeral home branch, like the common Outlook or Google calendar allows you to do. Helps them stand out better for company preferences. Ad...
Elizabeth Reed about 5 years ago in Case Management / Calendar 5 Planned

Donation Institution Tied to Rolodex

When disposition type is selected as Donation, it would be helpful if the donation Institution was tied to the Rolodex. This would save the funeral home from entering the information fresh each time.
Guest 4 months ago in Case Management 0 Planned

Clean Up Preferred/Alternate Name on Family & Friends and Case Summary Pages

First of all, when creating a Family Member, there is no "Preferred Name" field. The field is called "Alternate Name", which isn't consistent to how it's displayed on the Case Summary Page. (Also worth noting that in Decedent Vitals, it's referred...
Guest 3 months ago in Case Management / Family & Friends 0 Planned