The Summary tab, displayed by default when clicking on a particular case ID, displays brief information pertaining to the case. At the same time, another menu appears on the right-hand side, called the Actions menu.
1 - Case Summary (or Details Section)
The Case Summary (or Details Section) displays the following subsections for the particular case:
Case Details – Brief personal, facility, and case status information. displays the Case ID Number, State File Number (if filed), Date of Death of the decedent, Decedent’s Legal Name (Field 1a on Death Certificate) shown in bold print, Place of Death (Field 34 or Field 35a if it is current facility), Residence Info (Fields 7b,c), Funeral Director (Fields 17, 18), Medical Certifier (Field 51), County & Municipality (Field 35b,c), and lastly, Case Status.
Amendment Data – Displays all amended versions of the case. Each amended version has its own case ID. You may alternate viewing other versions of the case by clicking on the case ID. This panel is available when the case has been amended.
Significant Events – Displays recent major case events from the point of creation.
2 - Actions (or Case Action Menu)
The Case Action Menu displays case-specific actions and is only accessible from the Summary tab. Depending on your role and case status, certain actions are be enabled (shown in blue), disabled (shown in black), or hidden (not displayed at all) on the menu.
The following are a full set of actions for Funeral Home users:
Actions |
Other Actions |
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