Pre-need cases represent arrangements made in advance of a death, and they carry administrative requirements that differ from at-need cases handled at the time of need. Pre-need records may remain dormant for years before activation, requiring the system to store them securely and surface them quickly when the time comes. Funeral home case management software must distinguish between these two case types from the point of entry so that staff can apply the correct workflow to each.
CemSites allows funeral home staff to categorize cases as pre-need or at-need during initial entry, and each type follows its own path through the system. Pre-need cases can be stored and retrieved without disrupting active at-need workflows. When a pre-need case converts to an active case, the stored arrangements and preferences carry forward, reducing the data entry required at a moment when the family's focus should be on the service itself.
