Before you add a new funeral home, use the search fields to see if the funeral home already exists.
Funeral Homes are only available in the Hospice line of business. Make sure you are in Hospice mode to access this feature.
Use Funeral Home in the Master Files to add funeral homes associated with your agency.
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Before you add a new funeral home, use the search fields to see if the funeral home already exists. Funeral Homes are only available in the Hospice line of business. Make sure you are in Hospice mode to access this feature. |
To add a funeral home:
1. From the Main Menu, click Master Files, and then select Funeral Home.
2. Click 
.
3. Complete the following fields:
● Offices
● Name, Address, City, State, and Zip
4. Click 
. When the information saves, the Phones/Email section becomes active.
5. Click New in the Phones/ Email section to add a phone number in the phone list.
6. Enter the phone number in the field, and click the arrow in the next field to select the correct phone type from the list of pre-defined phone types.
7. Click 
to update the phone number.
8. Repeat steps 4-7 for additional phone numbers.
9. Click at the top of the page.
10. Continue with Adding a Funeral Home Contact.