Halcyon’s available integrations and partnerships seamlessly incorporate many of the tools your business uses or may be interested in using. Intentional partnerships with Death Care Industry-specific services help your business run more efficiently. Halcyon lets you send the information you have already input into your Halcyon system to the integrated partner(s) which eliminates the need for duplicate data entry. Consider your business as a bicycle wheel where Halcyon is the “hub” for your business management needs, and your other business tools the “spokes”. Here we will discuss some of the integrations and partnerships, or the “spokes” from our wheel analogy, that Halcyon has available for your business to take advantage of.
Website:
When you integrate your website with your Halcyon system, you can seamlessly send decedent vitals, obituaries, and service information to your site. Our website partners are currently funeralOne, Tukios, Batesville, CFS, and Frazer, among others.
Answering Call:
Do you need to utilize an answering service? Halcyon partners with Answering Service for Directors (ASD). This integration allows you to create new cases in Halcyon by importing the first call information collected by ASD. Halcyon will also automatically send updates on service and obituary information to ASD any time information about upcoming events are modified.
Financials:
Halcyon has optional add-on integrations with business tools to facilitate accounting and bookkeeping needs. Our seamless, real-time integration with QuickBooks will keep your business and bookkeeper happy. Our credit card processing partnership with First American allows you to take payments electronically and have them applied to the case automatically. Included with our credit card partnership is our Empathy Funding feature, which is a crowdsourcing tool that facilitates donations from families and friends. Unlike other crowd-funding providers, payments made via Empathy Funding are applied directly to the decedent’s account balance ensuring all donations are appropriately allocated.
Documents & Forms:
Let Halcyon create and fill in the forms, contracts, and documents that you already use. You can even integrate with DocuSign for your documents with signatures, getting your electronic signatures completed easily either in-person or virtually over email. We’ll capture the completed electronically signed document and save it to the case’s file.
More:
Other industry-specific platforms that Halcyon can integrate with include stationary providers (Bass-Mollet and Messenger) and at-need insurance funding (Express Funeral Funding and Claimpro.) Halcyon is always looking for updates and integrations. Our Google Calendar integration and Google Address Search tool are just some examples of recent updates to our software.
All of these features are designed to make us more than just your Client or Case Management Software. Let Halcyon be the “hub” for all your business. To learn more about Halcyon, schedule a free demonstration.