The Care tab gives your team a single place inside each case to record where the decedent is, every transfer between locations, and any personal belongings that came in with them. Entries are timestamped, attributed to the staff member who made them, and printable as PDFs for compliance or family hand-off.
This article covers:
Where to find the Care tab
Setting up your dropdown values
Logging location entries in a case
Generating the Decedent Location Report
Logging personal belongings in a case
Generating the Personal Belongings Directive
FAQ
1. Where to find the Care tab
Decedent care is enabled for your funeral home automatically — there's nothing to switch on. To get to it, open any case and click the Care tab in the case navigation. The Location sub-tab is selected by default, and the Personal belongings sub-tab is right next to it.
You'll also find two new admin pages under Settings > Decedent care:
Body tracking — manage your tracking locations and transfer reasons
Belonging records — manage your belonging actions and storage locations
2. Setting up your dropdown values
Body tracking
Settings > Decedent care > Body tracking
Two sections:
Tracking locations — the physical locations you transfer decedents between (facilities, coolers, prep rooms, partner sites). Each location can optionally carry an address (US or international) and an address type that maps to your existing Pickup facility types. Starter values include:
Main Facility - Crematory, Hospital Morgue, Cooler 1, Prep Room, and several others.
Transfer reasons — why a transfer is happening (Initial Removal, Preparation, Refrigeration, Viewing / Visitation, Crematory, Cemetery, and several others).
To add, edit, or delete an item in either section, use the Add button above each table or the three-dot menu on each row.
If you delete a location or reason that's already in use on a case entry, the case entry keeps it as a label — the historical record is preserved.
Belonging records
Settings > Decedent care > Belonging records
Two sections:
Belonging actions — what should happen to each item (Remain with decedent, Return to family, Dispose, Donate, Other, or any custom action you add).
Belonging locations — where the item is physically stored while in your care (With decedent, Storage cabinet A, Storage cabinet B, Office, Preparation Room, or your own).
To add, edit, or delete an item in either section, use the Add button above each table or the three-dot menu on each row.
3. Logging location entries in a case
To add a location entry:
Open a case and click the Care tab. The Location sub-tab is selected by default.
Click Add location entry.
Fill in the form (fields described below).
Click Create. The entry appears as a card at the top of the list (newest first).
Location entry fields:
Field | Required? | Notes |
Tracking ID | No | Cremation tag number, internal code, or facility reference. Prefilled from the most recent entry on subsequent adds. |
From location | Yes | Pulled from your Tracking locations setting. Prefilled on subsequent adds from the previous entry's To location. |
To location | Yes | Pulled from your Tracking locations setting. Can be the same as From. |
Transfer reason | Yes | Pulled from your Transfer reasons setting. |
Date | No | Prefilled to today in your funeral home's time zone; editable. |
Time | No | Prefilled to the current time; editable. |
Note | No | Up to 500 characters. |
Each card shows the From → To transfer at a glance, the address and address type for each location (if configured), the transfer reason, the date/time, any note, and a footer line telling you who created or last updated the entry and when.
To edit an entry, click the pencil icon on its card. To delete, click the trash icon and confirm.
4. Generating the Decedent Location Report
Once a case has at least one location entry, a Location report button appears next to Add location entry. Click it to open the PDF in a new browser tab.
The report includes:
Your funeral home's header (name, address, phone number, logo)
Case ID, decedent name, date of birth, date of death
All location entries in chronological order (oldest first), each showing From / To, address and address type, transfer reason, date/time, and the name of the staff member who created the entry
Page numbering in the footer
The filename is Decedent_Location_Report_[CaseID]_[YYYY-MM-DD].pdf. Download, print, or email it to families or agencies as your workflow requires.
5. Logging personal belongings in a case
To add a belonging:
Inside a case's Care tab, click the Personal belongings sub-tab.
Click Add belonging.
Fill in the form (fields described below).
Click Create. The entry appears on the tab, newest first.
When editing a belonging, you can remove individual photos using the Remove file link next to each thumbnail.
Personal belonging fields:
Field | Required? | Notes |
Item name | Yes | Up to 100 characters. |
Actions | Yes | Pulled from your Belonging actions setting. |
Location | No | Where the item is physically stored. Pulled from your Belonging locations setting. |
Item ID | No | Your internal label or tag. |
Note | No | Up to 500 characters. |
Photo | No | PNG or JPEG. One photo per save. To attach more, save the entry and edit it again. |
6. Generating the Personal Belongings Directive
Once a case has at least one belonging, a Belongings directive button appears next to Add belonging. Click it to open the PDF in a new tab.
The directive includes:
Your funeral home's header
Case ID and decedent info
A Personal Belongings Details table (Item Name, Item ID, Action, Location, Notes, Photo thumbnail) for every belonging on the case
A paragraph confirming that the items listed are present at the time of signing and acknowledging the directives
Two signature blocks: Authorizing Agent (family representative) and Funeral home representative, each with Name, Signature, and Date lines
Page numbering in the footer
The filename is Personal_Belongings_Directive_[CaseID]_[YYYY-MM-DD].pdf. The signature block is designed to be printed and signed on paper.
7. FAQ
Will Decedent care change anything for my existing cases?
No. Existing cases simply get a new Care tab. No existing data is modified, no notifications are sent to families, and nothing on your online store changes.
Can families see the Care tab or the PDFs?
No. Everything in Care is staff-facing only. The PDFs are generated on demand and only staff with case access can view them.
Who can add, edit, or delete entries?
Any team member with access to the case. There are no granular role-based permissions in this release — if someone can view the case, they can work with Care entries. Granular Care-specific permissions are on the roadmap.
What happens if I delete a tracking location or transfer reason from settings?
Case entries that were already saved with that value keep it as a label. The deleted value simply stops appearing in the dropdown for new entries.
Can I attach multiple photos to a single belonging?
Yes, but not all at once. The uploader takes one photo per save. To attach more, save the entry and edit it again — each edit lets you add another photo, and you can remove any photo from the edit modal.
Can I digitally sign the Personal Belongings Directive?
Not in this release — the signature block is for paper sign-off. Digital signature support is on the roadmap.
Is there a mobile app for staff on the floor?
Not yet. A decedent tracking mobile app is something we're working on!
Can I scan a paper inventory sheet or a QR code to create entries?
Not in this release. AI-assisted import of paper sheets and QR / barcode scanning are on the roadmap.