Family Arrangement Planner Introduction Screen
Overview
The Family Arrangement Planner Introduction screen is used to start the arrangement process with the family. This screen is accessed by clicking the Planner arrow button, located in the upper right-hand corner of the Case Summary screen.
Definitions and Key Features
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1 |
Funeral Home Logo |
The image logo in the header defaults to the Batesville logo but can be customized by a Batesville trainer to your Funeral Home logo. |
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2 |
Decedent Name |
Decedent Name Click the Decedent Name to navigate to the Family Arrangement Planner Menu screen |
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3 |
Exit “Planner mode” Arrow Button |
Click this button to return you to the Case Summary screen of the case you're working with.
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4 |
Funeral Home Name |
This is the name of your funeral home, which can be customized by a Batesville Trainer to display your company’s name.
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5 |
Begin button |
Click this button to navigate to the Family Arrangement Planner Menu screen
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6 |
Progress Bar |
Displays the number of Family Arrangement Planner screens marked “Complete”.
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7 |
Navigation Buttons |
Advances to the next and previous Family Arrangement Planner screens.
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