📘 What You’ll Learn
Understanding Family Workflows: Learn how to view every family as hybrid and streamline both online and in-person arrangements.
Utilizing Auto-Fill Features: See how to minimize data entry by letting Parting Pro auto-fill forms and documents.
Vitals Collection: Tips for collecting accurate vitals efficiently and avoiding redundant steps.
A repeatable first-call workflow: step-by-step actions to capture critical information on the first call and push it into the case.
In-person arrangement tips: using tablets, templates, and in-person signing while keeping records digital behind the scenes.
Internal forms that save time: receipts and checklists that auto-populate from Case Details to reduce duplicate entry.
🌟 AMA Summary
In this month’s AMA, we discussed how to optimize funeral home workflows to save time and reduce duplicate entry using Parting Pro. The session highlighted the benefits of managing both online and in-person arrangements within the platform and encouraged viewing families as hybrid to streamline the entire process.
We also covered key features like auto-fill for forms, collecting vitals efficiently, and managing first calls to ensure all essential information is captured seamlessly.
📹 Full Video
🙌🏻 Highlights:
01:37 Understanding Family Workflows
03:26 Utilizing Auto-Fill Features
08:47 Vitals Collection
11:26 First Call Workflow
13:35 Demo on How to Handle the first Call in Parting Pro
17:48 Utilizing First Call Sheet Form in Parting Pro
19:59 Personal Effects Inventory Form
23:16 How to Print Forms
25:30 How to Update Case Details Information
27:39 Tips for In-Person Arrangements
37:42 Collecting Signatures In Person
39:37 How to Generate the Contract for In-Person Arrangement
45:31 Internal Forms to Save Time