Case Management

Manage Every Funeral Case with Clarity & Precision

From the first call to final release, MortemCare gives funeral directors a complete system to track deceased records, manage case workflows, and keep every detail organized — so nothing falls through the cracks.

Core Capabilities

Everything You Need to Manage Funeral Cases

A comprehensive suite of tools designed specifically for funeral home operations — from deceased admission to case completion.

Deceased Admission & Records

Create comprehensive deceased records instantly. Capture personal details, next of kin, cause of death, and admission specifics — all in one streamlined form.

  • Auto-save drafts so you never lose progress
  • Assign unique reference IDs automatically
  • Track admission date, gender, and status
  • Resume incomplete records anytime from drafts

Case Workflow & Step Tracking

Follow every case through a structured workflow — from intake to release. See exactly where each case stands and what needs to happen next.

  • Visual step-by-step case progression
  • Real-time status updates per step
  • Searchable case list with filters
  • Quick-open any case with one click

Storage & Movement Tracking

Know exactly where every body is stored and track every transfer between units. Full traceability for compliance and accountability.

  • Real-time storage occupancy dashboard
  • Log every storage movement automatically
  • Track occupied vs. available spaces
  • Flag overdue releases and upcoming ones

Reports & Documentation

Generate detailed reports for internal records, family documentation, or regulatory compliance. Print or share with a single click.

  • Printable deceased profile reports
  • Service history & property checklists
  • Storage movement audit trail
  • Payment and invoice summaries
Case Lifecycle

Follow Every Case from Start to Finish

MortemCare structures every funeral case into clear, trackable steps so your team always knows what's been done and what comes next.

Step 1

First Call & Case Intake

Register the deceased and capture all essential information the moment a family contacts your funeral home.

  • Quick registration form with auto-save
  • Capture next of kin & contact details
  • Auto-generate unique reference ID
  • Save as draft if information is incomplete
Step 2

Admission & Property Logging

Record full admission details, assign storage, and log all personal effects received with the body.

  • Body condition & identification notes
  • Assign to available storage unit
  • Log personal belongings & clothing
  • Record receiving authority & transport
Step 3

Service Planning & Execution

Add and track every service — from embalming and viewing to preparation and transport coordination.

  • Add services from your custom catalog
  • Track completion status per service
  • Assign staff and log notes
  • Auto-update case progress status
Step 4

Invoicing & Payments

Generate detailed invoices, accept partial payments, and track outstanding balances for each case.

  • Auto-populate from assigned services
  • Support partial payments & deposits
  • Generate printable PDF invoices
  • Track payment history per case
Step 5

Release & Archival

Confirm authorization, mark the body as released, generate final reports, and archive the case securely.

  • Authorization verification & sign-off
  • Print comprehensive release reports
  • Property release checklist
  • Auto-archive with full audit trail
Deceased Records

Comprehensive Deceased Management at Your Fingertips

Instantly see the big picture with real-time summary cards, then dive into individual records with powerful search and filtering.

Real-Time Summary Dashboard

Instant overview of admissions today, total deceased, bodies in storage, and released — updated in real time as records change.

Auto-Save Drafts

Smart Search & Filters

Permission-Based Access

12Admitted Today
847Total Deceased
156In Storage
691Released
ReferenceFirst NameLast NameStatus
DEC-0042JamesOkonkwoIn Mortuary
DEC-0041SarahWilliamsReleased
DEC-0040MichaelAdeyemiIn Mortuary
DEC-0039GraceNwosuReleased
James OkonkwoDEC-0042
In Progress
Service Planning
Feb 9, 2026
Sarah WilliamsDEC-0041
Completed
Released
Feb 8, 2026
Michael AdeyemiDEC-0040
In Progress
Embalming
Feb 9, 2026
Grace NwosuDEC-0039
Pending
Admission
Feb 9, 2026
Case Tracking

See Exactly Where Every Case Stands

Your cases dashboard gives you a bird's-eye view of every active case. See the current step, status, and last update at a glance — so you always know what needs attention.

At-a-Glance Status

Instantly see which cases are pending, in progress, or completed without opening individual records.

Quick Case Search

Search across all cases by deceased name, reference ID, or current step to find what you need fast.

Step Progress Tracking

Visual progress indicators show you exactly how far along each case is in the workflow.

Last Updated Timestamps

Know when each case was last touched, so you can identify stale cases that need follow-up.

Ready to Streamline Your Case Management?

Join funeral homes that trust MortemCare to organize every case, track every record, and keep their teams aligned — all in one place.

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