Dashboard
Customize your workflow
You can choose your start screen to get working right away.
View your cases for the past 60 days, whether at-need or pre-need, plus a snapshot of case information, tasks and events. Click on a case to go to Data Entry and other sections. |
You can switch between a simplified or detailed case view.
|
Cases
Digital Documents
Scan and save anything that's important to your case record to create a permanent archive. |
Case Tasks
No need to interrupt your workflow. Jot down a reminder wherever you are with the Tasks panel. |
Case Notes
Various details that are relevant to a case can be easily captured in the Notes panel. |
Data Entry. Done right.Data is essential to your funeral home, so we make sure to get it right. We know the difference between useless information and crucial details. Some information the family will have on-hand, while other information will require a phone call. The natural flow of our data entry is a key reason many funeral homes switch to Funeral Data Manager.
|
Forms.
All federal and states forms are provided and continually updated. Also included are a growing collection of forms for every funeral home need, such as cemetery, cremation, preplan, general purpose, and image forms.
If you have a need that isn't met by any of the included forms, we can build a custom form to your specifications at our hourly rate. |
Calendar
Your day in plain view.See your events and appointments by Day, Week, Month, or even by Resource such as staff or room.
|
|