One of the most powerful things about Gather is that we tried to make it fully configurable to fit your exact needs. As you can imagine, this was no small task since every funeral home does things a little bit differently. Rather than change the way you work to fit Gather, we’ve worked hard to make it possible for you to change Gather to fit the way that you work. Obviously, with any new technology, there are some adjustments that will need to be made to take full advantage of all that KeepTrack™ offers. Let’s take a look at what can be customized so that you create the best possible experience for you, your team, and your families.
WorkFlows help keep everyone on the same page on every case. When creating a new case in Gather, you will select which WorkFlow you want to use. Selecting a WorkFlow (e.g., Traditional Burial, Direct Cremation, Aquamation, etc.) will help you and your team know exactly what needs to be done to successfully care for the decedent and their family. To make your life easier, we created a couple of default WorkFlows for you and your team (see screenshot below). These can be edited however you prefer. You can create as many WorkFlows as you want, each designed to meet your specific needs.
Where do I build or edit my WorkFlows?
From your DashBoard, click the top-left hamburger menu then click the WorkFlows button as shown below.
🔒 Similar to other functionality in Gather, you can control who has access to edit your WorkFlows. Click here to learn more about controlling team member access.
What is a WorkFlow made up of?
A WorkFlow is made up of Steps and Tasks.
TASKS are used for everything that is not related to the disposition of the body. Think of Tasks as part of the front-office of your funeral home. Some of these Tasks are visible to the family and you can encourage them to help you complete, like Complete the Obituary. There are two types of Tasks:
Standard Tasks are a checklist of immediate tasks (e.g., Complete Death Certificate, Schedule Services, etc.).
After-Care Tasks are a Checklist of tasks to complete after the immediate tasks are done (e.g., Close Social Media, Find Life Insurance Money, etc.).
STEPS are used for everything related to the disposition of the body (e.g., Obtain Fingerprints, Embalm, etc.). This is KeepTrack™ - your internal body tracking system. So Steps are more of the back-office process of your funeral home.
Component: A tracking STEP is made up of multiple components which can be configured and rearranged to meet your funeral homes needs (e.g. file upload, Notes, Multiple Choice Question, Signature lines, text, etc.)
Can you show an example of a WorkFlow?
Here is what the Default Traditional Burial Workflow looks like – this is fully customizable for your team. And no worries, our team is here to help answer any questions you have when it comes to WorkFlows.
Need More Help? 👋
Chat with our team anytime. Or give us a ring at (208) 908-0488.