Step-by-step guide
In the General section, select the Funeral Type Pre-Need and Branch/Company involved. The Funeral Origin and Detail fields are filled in according to the policy in the Client organisation.
Note - The Provider field allows you to indicate any third party involved, such as Irish Life, Caranua or Golden Charter. The content for this field is controlled by the User - simply type in the Organisation involved and Obit will remember that as an option for any future events. Any relevant Admin charge can be handled in the Admin Disbursement section - this charge will print in the invoice below the funeral account total for the Funeral Director involved.
In Deceased, Fill in the details on the Client as normal - this can include the surviving family and any relationships that the client wishes to highlight can be stored in the Survived By/Formerly of fields. For more detailed instructions, the user can use the Notes function.
In Places, the User should identify the preferred place for Repose, Service and Burial/Cremation - these will all obviously be without dates and times - instructions on Privacy can be included in Notes.
In Contacts, the Client, Next of Kin and/or Executor details should be noted.
Building the Funeral Account
See "Creating a Funeral"
Invoicing and Payment
There are special Pre-Need Quotation, Invoice, Statement of Account and Receipt documents already in the defaults. The User should just customise these prior to using.
Converting to a Normal Funeral
When the client passes, the details already saved on the client can be transferred into a normal funeral by clicking on the Mark as Deceased button in the General section.
This will have the effect of converting the funeral from pre-need to regular. Obit will respect whatever Funeral Reference Number system the user has instituted and assign the next available reference number. The User can then proceed to complete the process in the normal way.