WEBVTT 1 00:00:02.200 --> 00:00:07.140 Hey guys do they I'm excited to talk to you about our new release funeral buddy 6.0. 2 00:00:07.920 --> 00:00:13.226 Apart from a lot of features in the background there were done to improve the functionality and speed of ... 3 00:00:13.226 --> 00:00:14.297 the overall software. 4 00:00:15.200 --> 00:00:19.220 Let's begin and show you what features we have released for you guys. 5 00:00:20.480 --> 00:00:22.960 Let's go ahead in first talk about branches. 6 00:00:24.640 --> 00:00:29.025 We now Introduced branches and the way you access branches you login as an Admin. 7 00:00:30.320 --> 00:00:31.320 You navigate to branches. 8 00:00:31.960 --> 00:00:34.000 And you can add as many brances as you require. 9 00:00:34.960 --> 00:00:40.358 As you can see each branch will have its own prefix, address and professional service fee. 10 00:00:42.560 --> 00:00:44.843 Now, if you do not have branches you do not need to do anything. 11 00:00:46.720 --> 00:00:48.480 If you do have multiple branches. 12 00:00:49.880 --> 00:00:52.194 Then this will affect a couple of other places too. 13 00:00:52.920 --> 00:00:58.621 For eample if you're going to staff members you can associate staff member with different branches. 14 00:01:03.040 --> 00:01:04.760 Also if you navigate to products. 15 00:01:05.880 --> 00:01:09.836 If you have different branches then you would like to have different prices for each branch. 16 00:01:10.520 --> 00:01:11.840 Simply open it. 17 00:01:12.760 --> 00:01:14.200 Navigate below for branch pricing. 18 00:01:15.080 --> 00:01:18.000 You enter the branch and the price associate with it. 19 00:01:32.200 --> 00:01:39.100 If you have multiple branches and the products are similarly priced you don't need to do anything, the default price ... 20 00:01:39.100 --> 00:01:39.760 will apply. 21 00:01:44.080 --> 00:01:45.240 If you do use brances. 22 00:01:46.440 --> 00:01:48.880 When a staff member creates a first call. 23 00:01:49.960 --> 00:01:52.720 You'll see a branch dropdown. 24 00:01:53.920 --> 00:01:56.680 Selecting the branch the sytem will apply to relevant prices. 25 00:02:02.720 --> 00:02:05.115 If you do not have branches you won't see the dropdown. 26 00:02:08.520 --> 00:02:14.820 The next feature that we introduced allows you to test your email settings to ensure they are set properly. 27 00:02:15.840 --> 00:02:19.000 You will find a new button called Test Settings 28 00:02:19.600 --> 00:02:26.870 Selecting this will send an email to your account confirming the succesfull setup. 29 00:02:30.600 --> 00:02:32.120 Anotehr feature: 30 00:02:32.840 --> 00:02:36.666 When you login as a staff member and go through the interview of a case. 31 00:02:37.560 --> 00:02:39.040 When the application for this pause. 32 00:02:39.920 --> 00:02:40.760 For cremation. 33 00:02:41.720 --> 00:02:46.788 Selecting sign digitally you now how the option of chosing the funeral director or primary informant 34 00:02:47.560 --> 00:02:48.720 Based on your selection. 35 00:02:49.280 --> 00:02:52.354 The relevant form will be automatically filled in with those details. 36 00:02:55.000 --> 00:02:58.652 The nice big the next big feature that we have released 37 00:02:59.520 --> 00:03:00.600 Is family access. 38 00:03:01.120 --> 00:03:05.508 Before we used to have family link; we have replace that now with family access which is quite a bit ... 39 00:03:05.508 --> 00:03:05.951 different. 40 00:03:07.000 --> 00:03:10.080 Let's take this case for example 41 00:03:11.400 --> 00:03:17.330 Before you even do the interview you might want the family to have access in case they need to fill ... 42 00:03:17.330 --> 00:03:22.898 in some of the interview or a transfer authority form needs to be signed as soon as possible. 43 00:03:24.240 --> 00:03:28.692 So. in this case if I select it you can see that we have an address 44 00:03:29.320 --> 00:03:30.920 Username or password . 45 00:03:33.000 --> 00:03:37.909 Email address of the primary informant and I can just click continue an email it and an email will be ... 46 00:03:37.909 --> 00:03:38.301 sent to. 47 00:03:39.040 --> 00:03:39.760 the Primary informant. 48 00:03:41.080 --> 00:03:42.120 However , let's assume. 49 00:03:42.720 --> 00:03:44.000 Then we will need to. 50 00:03:44.640 --> 00:03:47.320 We will need them to sign a transfer authority. 51 00:03:48.600 --> 00:03:55.016 If I put transfer authority required and click save and then click family access your will see a doctor or ... 52 00:03:55.016 --> 00:03:57.277 a custom transport authority will be. 53 00:03:58.240 --> 00:03:58.760 Selected 54 00:03:59.760 --> 00:04:02.400 I thef death is reported to the coroner. 55 00:04:03.680 --> 00:04:07.149 and then navigate to the family access your will see the coroner form. 56 00:04:20.680 --> 00:04:25.465 This will send an email to the primary informant with all the details associate with it. 57 00:04:28.560 --> 00:04:30.000 Once the primary informant. 58 00:04:30.720 --> 00:04:32.320 Received that those details. 59 00:04:34.840 --> 00:04:35.960 They'll be able to login 60 00:04:36.600 --> 00:04:38.920 With the credentials you gave. 61 00:04:43.800 --> 00:04:48.000 And once their in they will see this dashboard 62 00:04:48.680 --> 00:04:54.420 And if they need to sign the release form immediately, all they need to do is select release forms 63 00:04:56.760 --> 00:04:58.920 and this will auto generate the form. 64 00:05:01.160 --> 00:05:03.480 the client can easily proceed 65 00:05:05.040 --> 00:05:06.000 and sign it 66 00:05:06.840 --> 00:05:08.680 The funeral director will be notified via email 67 00:05:12.680 --> 00:05:14.440 Use this section to change or update their details 68 00:05:16.320 --> 00:05:19.760 Look at the funeral details 69 00:05:20.800 --> 00:05:23.360 Or start the interview 70 00:05:23.920 --> 00:05:28.120 You can choose which interview steps are made visible 71 00:05:40.200 --> 00:05:47.177 Navigating to the Body release authorisation as a staff member you can see the PDF attachment of the signed form. 72 00:05:48.120 --> 00:05:49.120 asved by the system 73 00:05:50.200 --> 00:05:53.552 you can notice the data being field together with the signature capture 74 00:06:00.720 --> 00:06:04.200 If you require to change the primary informant login details. 75 00:06:05.120 --> 00:06:07.640 You need to select the primiary informant tab 76 00:06:08.200 --> 00:06:09.480 And under Other details 77 00:06:10.000 --> 00:06:11.560 You will find the login data 78 00:06:12.240 --> 00:06:14.960 which you can change here.