Cases Screen

Cases Screen

This screen will show you all of the cases that have been modified in your system within the last two months. By default, you will see 10 entries on this screen, but like many screens in Halcyon, you can expand the number of entries that can appear on each page. You can also sort by any of the column headings available by clicking their names. Clicking on a case here will take you to that case's Overview screen.

Use the search box to search from the cases modified within the last two months. If you want to search for cases modified more than two months ago, including inactive or preneed cases, you can click the "Expanded Search" button and expand your search parameters.

Click "Add" to add a new case. Administrator level users have the option to manage which fields appear on the Case Add screens via Admin > Screen Customization > Add Case Screens.