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How do I Record Case Vitals?
How do I Record Case Vitals?

Prevent double-entry by entering vital statistics in the Death Certificate section in Gather from any device.

Zach Chatterton avatar
Written by Zach Chatterton
Updated over a week ago

Gather’s Death Certificate lets you quickly capture state-specific information from any device while working with the family. You can even save time by inviting family members to help fill in this information, making the arrangement conference more efficient and ensuring you have the correct information. Once this information is entered, it will be accessible throughout Gather, helping you avoid entering it twice!


Where to Find Your Gather Death Certificate

To access your Gather Death Certificate, open the Vitals page through the percent icon on the left side of the Organize page or through the Death Certificate Task.

The percentage icon will give you a visual of your progress on this specific loved one's death certificate, and the DC section itself will help you keep track of your progress on each section. Information is also saved automatically as you go.


Benefits of Using Your Gather Death Certificate

Gather makes it easier than ever to record, store, and utilize case vitals from any location. Enter in what you can, save, and update later if some vitals are missing in the first go around.

⭐️ The More You Know! ⭐️

  • ☝🏼 Gather has a variety of death certificate fields available for customization!

  • 👩🏽‍💻Ask our Support Team or reach out to your dedicated Account Manager for help to better configure these for your location.

  • 👀This includes the ability to make certain fields hidden for families if it's something the family helper wouldn't know or if the information being asked is too sensitive.

Information entered into your DC section will be used across the entire Gather platform:

  • To autofill forms for print or e-signature

  • Your Gather Statement

  • Gather's AI Obituary Builder

  • To generate and manage customizable reports

  • Remember pages on your custom Gather website

  • Aftercare tasks like turning off, canceling, or memorializing accounts

Ultimately saving you time on filling the information out in multiple locations! 💪🏼🤩


Informant Information

Don't forget your Informant! This section lives on the second page of your Death Certificate under the Approval tab. You can invite your Informant into Gather as a Helper or just store their information to pull to other locations in Gather, i.e., reports and signature packets.

Don't Forget! 🔐

Locking the vital statistics once they have been completed will help keep your funeral directors in the loop about any changes their families need to make to their loved one's information.

Clicking the Approve Answers button at the bottom of the Vitals page will also navigate you to the Informant page.


Death Certificate Overview

Gather allows you to see all the Vital fields at once with the DC Overview. You can use this as a worksheet proof for your families or anywhere else you need to have all the collected data on one form.

Cool Tip Alert 🤓

If Gather is missing any preferred fields, use the Notes section at the bottom of the Questions page to capture other useful data and have all your vital information in one place.


Family Helpers

⭐️ Tips and Tricks ⭐️

Invite your families into Gather before the arrangement, and they can begin working on collecting their Loved One's vital statistics even before they come to meet with you. This will give them a head start on collecting the data they need for the death certificate.

Pictured below is what the family helper will see once they've been invited to work on the Death Certificate. If they've been invited into Gather and assigned to work on this task, they can take their time collecting information about their loved one that they might not have on hand during their arrangement.

Once they have completed the task, their answers will be locked from any additional changes. Again, this will help keep your team included in any updates they need to make after already giving the green light on the original information.


Need More Help? 👋

Chat with our team anytime. Or give us a ring at (208) 908-0488.

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