Halcyon Funeral Home Management Features
Halcyon’s Platinum Funeral Home Management features allow you to manage all aspects of one or multiple funeral homes and yet it is very simple to use.
Maximize your productivity so you can focus on serving your families. You will be benefited with innovations such as automatic obituaries, quickfill data entry and customizations to your business. You can further use optional features such as electronic form signatures (via our DocuSign® partnership) QuickBooks® integration, and answering service integration to streamline your operation.
Like all of our products, it is completely web based, which means you can access your data from anywhere you have access to the internet.
Securly maintain personal and financial information for at need, pre-need, trade cases and add-on purchases. Enter your client data once and use it to generate contracts, forms, reports, documents, obituaries, invoices, statements, and more. Keep track of your client's cases by using the configurable Task List to monitor and document their status.
Secure Document Storage
Upload case documents and files to our secure web-based storage. Need several family members located across the country to sign your Cremation Authorization form? No problem. Take advantage of our DocuSign® partnership for in-person and emailed electronic signatures for contracts and forms.
Financials & Bookkeeping
Generate contracts, invoices and statements with the click of your mouse. Keep track of funding and payments.
Product & Inventory Records
Use our Product Catalog feature to maintain your list of available products and pricing. Our inventory control feature allows you to enter and track any product you maintain in inventory. Simply select one of your inventoried or non-inventoried products on your contract screen and the information will be automatically added to the contract. If you choose an inventoried product it will automatically be deducted from stock.
Quickly and easily create reports and interactive charts and graphs for financials, inventory, sales, clients, and services. Our tabular reports are flexible to fit your business and can be exported to PDF or CSV. Maintain a real-time image of the financial status of your funeral home or crematory.
Access to our huge system library of forms is included. Pick the forms you need from the system library and add or remove them to your custom form menu at any time. All of our forms pre-fill with the data you have previously entered and are created with just a couple clicks.
If you need a custom form you may use our included Custom Form Creation Utility to create your own form and add it to your form menu for your exclusive use.
Human Resources Tracking
Our employee maintenance features allows you to keep a directory of all your employees.
Users who have been granted Administrative access can control the more sensitive features of the management system. A few of the administrative functions are user login and feature access control, voiding contracts, custom data entry field maintenance, and various set up parameters such as salestax rates and custom data entry field maintenance.