Erin Gard
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Associated Facility Types
This screen allows administrators to maintain facility types and their display order. Simply drag and drop the Facility Name to change display order. To add a new facility type, click "Add An Item...
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Tracking Checklists
Tracking Checklists With the exception of Pre-Cremation and Cremation checklists, which have additional options (shown below), tracking checklist maintenance pages all have the same layout and opti...
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Reports (Administration)
The Admin>Miscellaneous>Reports screen allows administrators to manage user access to reports and mange which reports are visible on the Reports screen. Toggle the button in the "Active?" column t...
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Financial Account Register
Financial Register Expense Accounts Click "Add an Account" to add a new financial account. Click the green plus button to save. You may configure an account to be used for cash advances by toggl...
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Disclosures and Disclaimers
Disclosures & Price List Effective Dates Disclosures You can edit, delete, or add new disclosures on these screens- disclosures are maintained separately for contract and at-need cases (where rele...
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Answering Service for Directors Integration
If you are an Answering Service for Directors user, you can connect your Platinum system to ASD using by logging in using your credentials. Click "Connect to ASD" to enter your ASD credentials a...