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Ward General Information
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- Maintain all of the ward’s personal and financial information in one program.
- This allows information to be combined for reporting purposes without having to duplicate data.
- This gives you one platform to enter and maintain all of your data.
- Quickly access important numbers such as social security and case numbers, as well as Medicaid and Medicare numbers.
- Store funeral plan and will information.
- Store ward aliases as well as a “More Info” section that can be tailored to your store any additional information your office needs.
- Set up bank accounts for the ward.
- Manage individual or Shared accounts
- Unlimited number of accounts
- Many account types available such as checking, savings, money market, CDs, bond, trusts, annuity
- Store important dates (birth date, date of letters, date of death, date closed, etc.)
- Maintain name and address information for friends and relatives.
- Store detailed information for ward insurance policies.
- Keep track of the ward’s residence history including move in and move out dates.
- Central location for name and address information of support people associated with a ward (such as Attorney, Care Facility, Case Worker, Doctors, etc.)
- All of the ward’s general information, including their picture, can be printed on one report.
- Store account numbers for each of the ward’s accounts. These numbers will automatically be included on the checks
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