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How Vitals Power Your Forms in Parting Pro

How do I collect vitals information prior during the online checkout so the information gets pre-populated in the forms?

Updated over 2 months ago

Key Topics Covered:

  • What is the vitals form: Web form families complete to provide vital statistics

  • When to send vitals: After arrangement/payment OR for in-person arrangements

  • Auto-send functionality: Setting vitals to auto-send after checkout completion

  • What families complete: Demographics, education, occupation, military service, etc.

  • Using vitals for paperwork generation: How completed vitals feed into death certificates and forms

  • Completing vitals over the phone: Manual entry option when needed

Video Walkthrough:

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