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Reconciliation Sheet Option under Waiting on Docs
I really appreciate that there is now a Reconciliations Sheet option under the Waiting on Docs queue, however it only shows up if there is a claim under Waiting on Recs. If there isn't a claim under Waiting on Recs there is no Reconciliations Shee...
Created 10 Jan 15:43 by Ryon Williams
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Oops when opening up documents
Username: thomason & mthomason - When I click on documents I get an oops message. I received a notice that "You have a new Pending Funeral Home Lapse Letter for Dennis Jones policy number: FA1377745 available online."; however my documents tab...
Created 06 Jan 13:12 by Guest
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Reconciliations option on New Online Access
Again I was messing with the Beta for the new Online Access, and currently if a claim is waiting on documents we do not have access to work the reconciliations. However, we are not always going to have a death certificate on file when we start thi...
Created 05 Jan 17:01 by Ryon Williams
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Misc Price Box for Reconciliations on New Online Access
I was viewing the Beta for the new look for Online Access, and after going through the Reconciliations I was wondering if there was a particular reason as to why we have the Misc Price Boxes showing next to the Pre Need and At Need Boxes when fune...
Created 05 Jan 16:29 by Ryon Williams
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www.funeralbasics.org added to/referenced in my MTP and COF
No description provided
Created 28 Dec 20:05 by Guest
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Trip Volume for managers
When a manager signs on clicks incentive contest, they would like to be able to select an individual agent to pull that agents trip volume detailed report. The report the managers get is not as detailed.
Created 22 Dec 17:03 by Guest
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Submitting claims in bulk
For those users that have multiple claims to submit online at a time, can we have a save and add another option on the DIGicon claim submittion screen? This will be huge for our big accounts, like PFDA, Washburn, etc.
Created 18 Nov 15:48 by Guest
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add search box
We need a box or color differentiation on the top area where people can type to search.
Created 09 Nov 15:12 by Guest
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Volume reports for Funeral Homes
It would be helpful to be able to generate monthly volume reports for each funeral home in OA. I like to keep my firms up to date as to their monthly volume.
Created 03 Nov 16:46 by Guest
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Volume breakdown by FH
On the Volume widget, it would be great if we had the ability to break down the volume per funeral home.
Created 02 Nov 11:18 by Guest
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