What information does AI Assistant use to generate service suggestions?

Vitals:

decedent first name

decedent last name

decedent date of birth

decedent date of death

cause of death

address 

ethnicity

race

occupation

education

industry

marital status

spouse name

spouse address

birth address

death address

veteran branch

veteran rank

veteran tours of duty

veteran date enlisted

veteran date discharged

veteran awards

veteran info

custom fields 

 

Decedent:

family and friends

acquaintences

client service type

case tags

case status

case branch

 

Arrangement

funeral preferences 

funeral option notes

decedent religion

church affiliation

open casket

body present

pallbearers urnbearers,

obituary 

obituary content

memorial donations

death notice

disposition date and time

disposition type

disposition location

notes 

 

Integration Settings

FDL preneed information

preneed policy information

 

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