Erin Gard
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Preneed Funding
The funding tab keeps track of preneed funding provided by insurance, trusts, or other sources. To add funding, click the "Add Funding" button. Select the depository (maintained via the Setup menu...
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Contacts
Contacts This screen provides a list of all contacts associated with the case. You may also enter and save any additional survivor, predeceased, or pallbearer text in this tab. This additional info...
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Biography
Biography The Biography, Services, and Contacts tabs have many fields available for your use. You probably won't need all of these fields, so you can hide the ones you don't need by setting up you...
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Obituary
There are 3 ways to create an obituary. 1) Fully manual entry, 2) Created from one of your pre-defined templates or 3) Generated from ChatGPT AI. Manual Entry: Fully Manual entry: Click the...
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Files
The Files tab is designed to hold files relevant to a case. You can use this tab to store any file type (max 8MB). Click the trash can icon to delete a file. Click the edit icon to edit a file's n...
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Death Certificate Tracking
The Death Certificate Tracking tab allows you to enter death certificate orders and track them through the approval process to disbursement. Click the New Order button to add orders. You may revis...
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Tracking - Cremation Body Tracking
Tracking CodesEach case that will be moved through the tracking process must be assigned a unique Tracking/QR code. Your system can be configured by Halcyon to automatically assign a sequential T...
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Timesheets
Timesheets To maintain an individual staff member's timesheets, visit the left hand portion of this screen. Pay period administration is available on the right, where you can view and edit all of ...
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Reports
The reporting screen allows you to create multiple reports at once for a given date range. Select or type in your desired date range for reporting, and check the reports you want to create. Click ...
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QR Code Scanners
You may use any QR Code scanner that can read 2D QR Codes in conjunction with your Halcyon Platinum system. The scanner that we use and are most familiar with is the TEEMI TMSL-50. Our updated reco...