You start entering a funeral just as you did on paper forms with the FIRST CALL information.

This page deals with the TRANSFER information – location, Doctor and property (it even shows a google map of the location).

Receive the deceased into the facility, record who did the transfer, any jewellery, belongings and the Preparation instructions. This is where the Chemical Tracking, embalming report and CxV calculation is done. Did we mention no more paper “Mortuary Register”? This means any staff member can log in to see if a transfer has been done, and what the embalming instructions are.

Record the Medical Certificate Of Causes of Death information (you can even upload a copy of the paper form to the app).

The great thing about this system is the data copies across from the first call page – so enter it once, and it follows through all pages.

Information like Parents and Marriages are entered next.

This page stores details about the Next Of Kin, where the invoice is going and who gets the Death Certificate. And if you can capture a NOK email address, things will get a whole lot easier – (read through to the Notices and Documents pages to find out why!)

Choose Venues, Organists and Celebrants from your Contact Database.

This page is where the magic starts to happen. Selections are made including casket choice, service sheets, catering, slideshows, urns etc. When saved, the request page generates TASKS that can be assigned to different team members depending on how you run your organisation.

Data from REQUESTS also feeds into the ESTIMATE page. This lets you calculate the cost of the funeral with a few clicks. You can then print the estimate page, or simply email a copy to the NOK.

About 50 TASKS are created for every funeral. These include things “Proof Service Sheet” and “Book Cemetery”. Each Task is allocated to a team member who can then pull up a list of their “Jobs” at any time. It greatly improves communication and everyone has all the relevant information at their fingertips.

For example, Tasks like “Register The Death” are assigned to an admin person, and “Design Service Sheet” automatically gets assigned to the graphic designer.

This is a really important feature because it means you can completely give up your arrangement forms. All tasks and their status’ (Created, Working, Completed – and any notes) can be seen and updated by any team member.

Once assigned, TASKS are view-able on each arrangement record AND through a top-level menu called MY TASKS – this lists all the tasks assigned to a specific USER. This means you don’t have to trawl through every single record to see what TASKS have been allocated to you.

We automatically generate most of the notice text, based on the selections previously made. It copies in the deceased’s name, place and date of death, spouses name, service details and can even tell if there are donations in lieu of flowers.

Basically, all you need to do is put in the children and grand children’s names and you’ve written the notice (that’s one of the reasons why it’s so much faster if you’re doing this during the arrangement interview on a tablet instead of paper).

Once the notice is written, you can send a proof to the NOK email address with a single click.

Once approved by the Next Of Kin, you simply click another button to send it to the chosen newspaper. The sent date and time is automatically recorded and you can even enter the cost once you’ve got the proof back – which of course automatically gets added to the ESTIMATE.

Like all funeral programs, DOCUMENTS are automatically generated from the data you enter. But now with the addition of QUICK EMAILS, things just got a whole lot easier. With the press of a button, you can send emails to caterers, florists, celebrants, the Coroner, crematoriums and cemeteries. You can also send a HeavenAddress notification, estimate summary, webcast instructions and Death Certificate Proof to the next of kin. And we can pretty much add any other email you may need (remember what we said about customization?)

We store copies of important documents like the signed Financial Agreement, HP4720, and the Death Certificate.

This is where we sign in and out ashes, jewellery, clothing and donations. Emails are generated to remind Funerals Directors to chase up outstanding items so you never have to worry about something getting forgotten.

We also automatically email the FD once the ashes are recieved back from the crematorium. Charities get a reminder asking them to pick up the donations you collected at a funeral.

The ADMIN page records when the death was registered when the Death Cert came back and when the Invoice was sent etc.

On top of that, you have a CONTACTS database, a CALENDAR, ADMIN and customized REPORTS pages.

Call me now to talk about how FDPro can benefit your business and your team.

Mark Baker – 027 437 6051