The client tab contains a number of different case details and toggles. At the top of the page, date of death and a case number can be manually entered or the case number can be generated via the "Generate" button. Location and staff details such as assigned branch, funeral director and arranging director can all be assigned to the case using the corresponding drop down lists. If the case is a pre-need case, options are available as well to mark the case as pre-need and assign a pre-need case number or director.
General information regarding name and address of the decedent can be entered on this tab as well, along with a toggle to mark the decedent with veteran status. Other toggles are also available to mark the obit to be uploaded, mark the service for this case as private and toggle the case information to submit to ASD via the Answering Service checkbox.
At the bottom of the tab, a notes section is available as well that allows you to add notes to the case. Any notes that have been added to the case will be listed out in this section.
To add a note, simply click the New button. The note can be set to private, a staff member can be added to the note and a type of note category can be set on the note. Click "Save" when you are done to add the note to the section.
Vitals
The client vitals tab is where you can input information regarding a variety of vital case information about the decedent. Information regarding date of birth, age, social security number, schooling, occupation, marital status and more can all be entered here.
Certain drop down items will allow for new entries to be added by typing in new information and hitting enter. For example the church membership option will show a list of previously saved churches to select from, if you type in a new church and hit enter though, a window will appear with options to save the entry for future use or save the entry just for one time use on this case.
Family/Friends
The family and friends tab is where different family and friends can be added to the case. This is where you will add any purchasers, next of kin, informants, spouses or other additional people that need to be added to the case.
To add a person, enter whatever information you can in the information fields and make sure to select a role for the person at the bottom of the page. Once you have everything hit save at the bottom and the person will be added to the list on the left side.
The list on the left will show any family or friends who have already been added to the case. Family members that are listed here can be added to documentation by the system depending on their role so make sure to assign the appropriate roles in this section to the different family members that get added. To edit any information for that individual, simply click the name in the list to open up their information and make any adjustments.
People listed on this page can be sent an invite to use the Family Link feature. Family Link allows family members to interact with the case to complete tasks, interact with documents, upload images or submit an obituary write up.
Contributions/Activities Tab
The contributions and actives sections allow for information to be entered regarding any organizations the decedent worked with, any memorial contributions or any interests and achievements of the decedent.
Cemetery/Crematory Tab
The cemetery and crematory tab is where any information regarding the cemetery or crematory can be entered. A number of details can be added here regarding locations, lot details, permit details, crematory location/staff and more. At the top of the page under the cemetery selector, an option is available to hide the cemetery from displaying on the website if desired.
Cause/Place Of Death and Other Death Information Tabs
The cause of death, place of death and other death information tabs allow you to input various information regarding the death details. Information regarding the certifier, physicians, medical conditions, causes of death and locations relevant to the death can all be entered in these sections.
Death Certificate Tracker Tab
The client death certificate tracker tab provides a number of options for tracking who death certificates have been sent to and when. This section makes it easier to keep track of when certificates were sent out to doctors/registrars/family and when certificates are received or returned. At the bottom of the page, options are also available to enter which staff and family member proofed the death certificate.
Veteran Tab
On the veteran tab of the client information section, specific information about the decedent's military service can be entered such as service number, wars, dates, rank and more. When a tour of duty is added by saving information about a war that the decedent served in, the war and date entered will display on the tours of duty list. To edit any information about that tour of duty, simply click on the tour of duty in the list to edit the information for it.
Form options are also available beneath the tours of duty section to quick print military related forms. Simply select the form you want from the drop down list and click the print icon to print the document with the client info added.
The headstone form page is where you can enter any specifics about the headstone request and generate a form to submit to veteran affairs regarding the headstone. A number of inputs are available to specify awards, desired emblems type of stone and engraving. Once all the information is entered, click the print icon to generate the form with the decedent's information filled.
The federal form tab functions similarly to the headstone form tab. Information can be selected regarding burial benefits and an Application For Burial Benefits form can be generated once the information is entered by clicking the print icon. This will generate the application form with all the decedent's information filled.
Monument Tab
The monument tab gives you the ability to manage various details regarding the monument. Inscription details can be entered, size/color options for the monument can be entered and choices for the lettering/emblem styles can be input.
The monument info sub tab will allow you to add details about the order number, date and completion date, or any special order notes.
The inventory sub tan will allow you to add or remove inventory options for monuments. Entries that appear in the inventory list here will appear in the monument tab under the stock options. To enter a new inventory option, fill out the various information boxes and click the save button at the bottom.
If you want to delete an option, simply highlight it in the list and click the delete button.
The monument reports sub tab will give you quick access to print a monument order report. Simply fill out your start and end date, select a specific branch or all branches and click the print icon to generate the report.
Embalming Tab
The embalming tab is where you can enter information regarding the embalming such as date, time, embalmer name, who authorized the embalming and when. If the family member who authorized is not showing in the list, click the people icon to add them in the family/friends section so they will appear as a selectable option in the authorized by field. Authorization to Embalm forms can also be generated at the bottom of this section by clicking the print icon beside the Embalming Reports area.
The embalming details sub tab will allow you to input all the various details of the embalming process. A detailed variety of information can be entered across these pages to document all the specifics regarding the embalming process. An option is also available at the bottom of the pages to generate and print an Embalming Procedure Details form.
Shipping Tab
The shipping tab is where you can enter various shipping details regarding the decedent. From and to addresses can be entered along with flight details and airport details. At the bottom of the page, a shipping info document can be printed which will print out a summary of all the shipping details.
Insurance Assignments Tab
The insurance assignments tab allows you to enter information regarding insurance policies. To add details for an in-house policy, click the plus icon at the top of the page and enter the various policy details under the insurance details area. Once all the details have been entered, click the save icon and the policy will show up in the insurance policies list.
If there are any beneficiaries for the policy, beneficiaries can be added on the right side by clicking the family or funeral home buttons.
The insurance assignment details can be printed from the print option in the right corner.
An option is also available in the upper right corner to enroll into E-Pay Insurance if desired.
Custom Data Tab
Under the custom data tab, custom information inputs can be added for documenting specific information that may not be included in the other client details areas. The tabs at the top can be clicked to open those custom data tabs. If you would like to add a new input or edit an existing input, click the "Go to Edit Mode" button to open the editor.
When in the data editor mode, you will see a number of options available for customizing the inputs on the custom data tab.
Simply click the different input types to add them to the page. The label option can be used to put beside inputs to provide clear labelling. Any inputs that are on the tab can be dragged and moved around on the page to create the order you would like the tab to display in.
