Halcyon Death Care Management Solutions logo

Halcyon Death Care Management Solutions

by Halcyon Death Care Management Solutions · Since N/A
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ActiveAvailable globallyCloud
Quick facts
VendorHalcyon Death Care Management Solutions
Year launchedN/A
StatusActive
LocationHalcyon Solutions 9139 Old Troy Pike Huber Heights, OH 45424
Countries servedGlobal
Languages4
Integrations1+
Free tier
Free trial
Contact salesYES

About Halcyon Death Care Management Solutions

Halcyon Death Care Management Solutions is a software platform from Halcyon that supports death care management. It combines case management, scheduling, and reporting features so organizations can effectively manage operations and maintain compliance. The platform is designed for funeral homes, crematories, and other death care service providers who need a comprehensive solution. Halcyon allows users to track arrangements, manage workflows, and generate necessary documentation with ease. Additionally, it provides tools for financial management and client communication. Key capabilities: case management scheduling reporting financial management client communication Best for: funeral homes and death care service providers that need a reliable system for managing their operations.

Halcyon Death Care Management Solutions, developed by Halcyon, is a comprehensive funeral home and crematory management platform designed to streamline operations across the entire death-care workflow. Its primary purpose is to centralize case management, scheduling, financial records, documentation, and service planning so funeral homes can eliminate paper-based processes and work more efficiently. The software is built specifically for the funeral and cremation industry, offering tools for at-need, preneed, and aftercare operations in a single system. The user interface is modern, clean, and designed to support a smooth workflow. Its dashboard provides an instant snapshot of current cases, upcoming services, pending tasks, and important reminders. Navigation is intuitive, featuring role-based menus and well-organized modules that guide staff through each step of the intake and service process. Many users appreciate how easy it is to train new employees because the system follows a logical and consistent layout. Features like integrated e-signatures, document storage, and templates are placed directly within case files, reducing the need to switch between external applications.

Pros & Cons

What users like
  • +The system is fully web-based, ensuring complete data access and management from any location.
  • +High customizability allows the software to adapt to the unique needs of any funeral home or crematory.
  • +Pricing is month-to-month with no long-term contracts, upgrade fees, or support fees.
  • +Features like quickfill and automatic obituaries maximize productivity and save substantial time.
  • +Organizational tools use configurable task lists to document and streamline all case types.
What users flag
  • Many key features like DocuSign and QuickBooks are listed as optional add-ons, likely incurring extra fees.
  • There is a reasonable setup fee that must be paid upfront before using the service.
  • Larger customers may be charged a small case fee, potentially increasing costs with growth.
  • Reliance on a web-based system means a stable internet connection is required for continuous operation.
  • The HR tools only facilitate timesheet entry and email, not full payroll processing.

Features

Key features

Web-Based Accessibility
The software is completely web-based, allowing users to access data and manage operations from anywhere with internet access.
Automatic Obituaries and Quickfill
Enhances productivity by instantly generating obituaries and featuring quickfill data entry for rapid case creation.
Configurable Organizational Tools
Offers customizable task lists for various case types (at need, preneed, quote, etc.) to streamline and document the internal process.
Comprehensive Financial Bookkeeping
Organizes finances by allowing users to generate contracts, invoices, and statements with one click, while tracking all funding and payments.
Integrated HR Tools
Simplifies human resources by maintaining an employee directory and managing flexible timesheet entry for payroll processing via email.
Built-in Customizability
The system is adaptable, allowing funeral homes to customize data fields, contract structure, form output, and individual user access.

Additional features

Reliable Case Management
Securely allows users to enter and maintain client data, contacts, services, and purchases.
Configurable Task Lists
Allows for the documentation of processes via customizable task lists for various case types (at need, preneed, trade, etc.).
Secure File Storage
Provides secure, web-based storage for uploading and storing case documents and files.
Electronic Signatures (Add-on)
An optional feature via a DocuSign® partnership to electronically sign documents.
Quick Reports
Allows users to easily create and export flexible tabular reports and interactive charts for various business metrics.
Live Inventory Tracking
Uses a Product Catalog feature to maintain product lists and pricing, and track inventory stock.
Contract Generation
Allows the creation of official contracts with a single click.
Invoice and Statement Generation
Enables the creation of professional invoices and statements with the click of a mouse.
Payment Tracking
Helps firms keep organized records of all funding and payments received.
System Form Library
Provides access to a huge library of forms that are pre-filled with existing case data.
Employee Directory
An HR feature to maintain a directory of all direct and contract employees.
Timesheet Entry
A flexible HR feature for logging hours that can be emailed to a payroll processor.
QuickBooks® Integration (Add-on)
An optional feature for seamlessly integrating financial data with QuickBooks.
Answering Service Integration (Add-on)
An optional feature to streamline operations by connecting with an answering service.
Arrangement Assistant (Add-on)
An additional tool to help facilitate the arrangement process.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
4
Interface languages
12
Billing currencies

Interface languages

EnglishSpanishFrenchGerman

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR🇷🇺RUB🇰🇷KRW🇧🇷BRL

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