Available: case-driven forms
Supported document fields populate from the case record and remain reviewable before use.
Death certificates, permits, and filing status
Generate case documents from details already on the record, send physician paperwork by fax, store the returned file, and track whether certificate and EDRS work is drafted, certified, or filed. Direct electronic submission to state EDRS systems is still in development.
Who it is for
- Staff preparing forms from case details
- Directors waiting on physician certification
- Firms tracking certificate status across open cases
- Teams that still file through a state EDRS portal
What it replaces today
- Hand-filling the same case details on each form
- A separate fax machine log for physician paperwork
- Spreadsheets tracking who signed what
- Calling around to learn whether a filing step is complete
How forms and filing work
FuneralHQ prepares and tracks the work around filing while staff completes the state submission in the required system.
- 01
Generate the document
Create supported certificates, permits, and custom forms from details already stored on the case.
- 02
Route physician paperwork
Send the physician packet by fax from the case and keep the transmission status with the record.
- 03
Collect signatures and returned files
Use the document workflow for supported e-signatures and attach returned certificates or permits to the case.
- 04
File through the state system
Staff enters or uploads the required information through the state EDRS workflow used by the location.
- 05
Track status on the case
Mark the certificate and EDRS milestones so the team can see what is drafted, certified, filed, or still blocked.
Available now and still to come
Available: physician fax
Generate and send a physician packet, then see the fax status from the case.
Available: document storage
Returned and completed files remain with the case and its access controls.
Available: filing milestones
Staff can track the operational status of certificate and EDRS work.
Available: permits and custom templates
Use built-in document types and map the location’s own PDF packets.
In development: direct EDRS submission
FuneralHQ does not currently transmit filings directly into state EDRS systems.
Common questions
Does FuneralHQ file directly with our state EDRS?
No. Direct state-system submission is in development. Today FuneralHQ prepares case documents, stores returned files, and tracks the filing milestones while staff uses the state portal.
How do forms get filled?
Supported fields pull from the case record and remain available for staff review before a document is generated or sent.
Can we track whether a certificate is filed?
Yes. The case carries filing milestones so staff can see what is drafted, certified, filed, or still waiting.
Can FuneralHQ contact the physician?
Yes. The physician fax workflow generates the packet, sends it to the confirmed fax number, and keeps transmission status with the case.
See the filing workflow on a sample case
Generate a document, route physician paperwork, and follow the filing milestones without implying a direct state connection.