The Case (Non-Financial) data source in Gather Analytics provides a comprehensive overview of key non-financial information related to each case. This data source was specifically designed to give managers greater control over data access, allowing them to delegate non-financial information access to employees while maintaining the confidentiality of financial data. This ensures that team members have access to the case details they need without exposing sensitive financial information.

The Case (Non-Financial) data source includes all relevant non-financial data associated with a case, allowing you to view and analyze operational details that support case management and communication. Each row in this data source represents a single case, making it easy to track case attributes and monitor progress without financial figures.

Funeral Home: The funeral home location in Gather to which this case currently belongs.

Case Type: The currently applied Case Type: At-Need, Pre-Need, Trade, One-Off. Case Types can be adjusted over the lifespan of a case.

Case Number: The unique case identifier assigned to the case. Can be adjusted.

KeepTrack #: The unique, 7-digit code assigned to a case when KeepTrack™ is initialized on a case to help maintain an accurate chain of custody. Cannot be changed.

Case Name: The name of the decedent as specified in the Death Certificate. Legal First Name + Legal Last Name. Clicking the name will link to the Organize page. [DC Section = ABOUT]

Case WorkFlow: Custom WorkFlows allow you to change the way Gather works to fit the way you work so that you can focus more on what matters most. This field represents the currently applied WorkFlow.

Case Assignee: The currently assigned team member on this case.

Case Created On: The date the case was first created in Gather UNLESS the Case Type has been converted to a new Case Type (e.g., Pre-Need to At-Need) then the most recent conversion date is used instead. This field includes the time if available, which is visible on hover and in the download. Timezone is driven by the funeral home location timezone.

Case Created On (simple): The date the case was first created in Gather. IMPORTANT: If a case was converted to a different Case Type (e.g., Pre-Need to At-Need) this will show the date the case was first created and NOT the date of the conversion, which could cause incompleted data for converted pre-needs. Consider using the more robust Case Created On field instead.

Case Death Date: Safest way to filter by date of death. If no death date, the date the case was first created in Gather is used. If no death date AND the Case Type has been converted to a new Case Type (e.g., Pre-Need to At-Need) then the most recent conversion date is used instead. NOTE: If a range is used for an unknown death date, this field will use the earliest date of the range.

Case Death Date (simple): The date of death as specified in the case vitals. IMPORTANT: This field does NOT account for missing death dates or converted pre-needs, which could cause incompleted data. Consider using the more robust Case Death Date field instead. NOTE: If a range is used for an unknown death date, this field will use the earliest date of the range.

Task Completion %: This field shows the percent of TASKS that have been completed as of the current moment, excluding skipped and deleted tasks. This does NOT include Steps. A Step is categorized as anything related to the physical disposition of the body while a Task is categorized as everything else.

Step Completion %: This field shows the percent of STEPS that have been completed as of the current moment, excluding skipped and deleted steps. This does NOT include Tasks. A Step is categorized as anything related to the physical disposition of the body while a Task is categorized as everything else.

Pre-Requisite %: This field shows the percent of all pre-requisite steps that have been completed for this given task or step. 100% indicates that all pre-requisites are complete. Blank indicates that there are no pre-requisites.

Current Location: The location where the decedent is physically located at the time this report was generated.

Previous Location: The location where the decedent was physically located immediately prior to their current location at the time this report was generated.

Pickup Address: The Pickup Address as specified in the Death Certificate via Google Maps API. This field also shows at the top of the WhiteBoard case card on the top of the Tracking page. [DC Section = ABOUT]

Drop-Off Address: The Drop-off Address as specified in the Death Certificate via Google Maps API. This field also shows at the top of the WhiteBoard case card on the top of the Tracking page. [DC Section = ABOUT]

Decedent Age: The age of the decedent as specified in the Death Certificate. Calculated as the time between the date of birth and the first date of death. [DC Section = LIFE]

Informant Name: The name of the person, usually a friend or family member, who provided the information about the deceased

Informant Phone: The contact phone number that the informant provided for themselves.

Informant Address 1: The first line of the contact address that the informant provided for themselves.

Informant Address 2: The second line of the contact address that the informant provided for themselves.

Informant City: The city of the contact address that the informant provided for themselves.

Informant State: The state of the contact address that the informant provided for themselves.

The Case (Non-Financial) data source allows for a variety of reports that can enhance your case management and operational oversight. Here are some example reports you can create:

Active Case Summary: Generate a report listing all active cases along with their status, assigned staff, and key dates to keep your team informed about ongoing work.

Service Type Distribution: Create a report that breaks down the types of services being provided over a given period (e.g., burial vs. cremation). This can help with resource planning and understanding service trends.

Staff Workload Overview: Produce a report that shows which team members are assigned to each active case, providing insight into workload distribution and staffing needs.

Case Completion Timeline: Develop a report showing the average time taken from case creation to completion, which can be useful for evaluating operational efficiency and identifying potential delays.

The Case (Non-Financial) data source was developed to allow funeral home managers to delegate access while restricting exposure to sensitive financial information. This ensures that employees can access the data they need for case management without viewing financial details. Here’s how access can be managed:

Individual Access: Admins can grant or restrict access to the Case (Non-Financial) data source based on employee roles and responsibilities, ensuring that team members have access to the data they need.

Location-Specific Access: For funeral homes with multiple locations, admins can manage access on a per-location basis. For example, an employee may have access to the Case (Non-Financial) data source at Location A but not Location B, aligning with job roles and privacy considerations.

Admin Privileges: Admins automatically have access to the Case (Non-Financial) data source within the locations they oversee, allowing them to maintain full visibility into case operations.

These access controls help ensure data security and allow admins to manage who can view or analyze non-financial case data.

If you have questions about using the Case (Non-Financial) data source or need assistance setting up your reports, feel free to reach out to our team anytime or call us at (208) 908-0488. We’re here to help!