MorTrack can be used for tracking transportation of both decedents as well as items and assets, such as medical items, personal effects, and business items.
To access the New Requests page, users will require Dispatch access or higher.
Case Information
When creating a request, all fields that are required will be marked with an asterisk and have a bold black outline with orange text, such as in the example below.
By default, the following fields are required for every case:
- Representing*: The funeral home, medical examiner, client, etc. that is being represented for the case. As you type in the company, results will appear and can be selected by clicking with your mouse, hitting tab once you have fully typed the name, or hitting enter after fully typing the name. If the company does not appear in the list, it may not yet be in your Entity database and continuing with the new request will create a new entity with that information entered. You may receive additional questions as you create the case that will help create the Entity for this case and future use.
- Representing Mail Email*: This option will only appear if the Representing company is not an existing Entity on your account. This can be a general email address for the company or for a specific individual.
- Representing Contact*: The name of the person from the Representing company who is the primary contact for the case or has provided the case details.
- Phone*: The contact phone number for the Representing company or the Representing Contact.
- Decedent First and Last Name*: The name of the deceased. If this case is regarding the transportation of an Item or Asset, this may instead be the name of the individual associated with the items.
You may encounter other text fields that are marked required by your team or company. If so, these fields will also be marked with an asterisk and highlighted with an emboldened outline and orange text.
If the case you are creating is for an item or asset, the following steps will be required as well:
- Item or Asset Transfer*: Click on this switch to toggle it to Yes. This indicates the case is for an item instead of remains or a decedent. Note that a First and Last Name are required prior to toggling this switch to Yes.
- Asset Type: After toggling the above switch to Yes, you will be able to choose from several different options to indicate what sort of asset the request regards. The options you have here will be based on what your team has already created within the settings. Users with Admin access can manage these under the Administration > Settings > Item or Asset Types menu.
Place of Removal
The Place of Removal section is where you can enter the pick-up address that your removal technician will be heading to for the case.
The Removal Location field connects to Google Maps and is the best way to enter address information. As you type in the address, you will see a list of results that match the information you have entered. Click on the address from the list and address info will populate for the Country, Address, City, State/Province, and ZIP/Postal Code.
Destination
If the entity you chose for the Representing company already has an address entered in your MorTrack Entities database, then the Delivery Location address will already be populated with that address information.
If you are creating a new Entity as you are creating a request, then you will have to enter the delivery address. This address will be saved alongside the company name for future use in MorTrack. To add an address, click in the Delivery Location field, which also connects to Google Maps, and type in the address information. As with the Place of Removal, click on the address from the list of results to populate address information.
If the location your removal technician will be delivering to is different from the standard delivery address, such as a university or cemetery, you can click on the Alternate Delivery Location toggle to set it to Yes. When set to Yes, you can enter a different delivery address via the Delivery Location field.
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By default, none of the options under the Decedent Information, Next of Kin, or Additional Information sections are required to create a case. Your team may make changes to your MorTrack account to make some of these options mandatory for every case though.
The options you see under Decedent Information, Next of Kin, or Additional Information sections will be based on the options your team has elected to display. To edit these settings, an Admin user can go to Administration > Settings > Case/Decedent Request Options.
Decedent Information
The options you may see under the Decedent Information section are:
- Date of Birth
- Date of Death
- Sex at Birth (options are Male and Female)
- Age of Death, which is automatically calculated based on the Date of Birth and Death
- Estimated Weight
- Race
- Veteran, as a Yes/No toggle
- Certifier/Physician/ME
- Phone Number of Certifier/Physician/ME
- SSN#, or Social Security Number
- Infectious Diseases
Known Implants/ProstheticsNext of Kin
The options you may see under the Next of Kin section are:
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Next of Kin full name
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Phone
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Email
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Relationship to the Decedent
Additional Information
The options you may see under the Additional Information section are:
- Share NIPAA Info Yes/No toggle
- Coroners Pending Case Yes/No toggle
- Embalming Yes/No toggle
- Cremation Yes/No toggle
- Autopsy Yes/No toggle
- External Case #
- Notes, a text field for any miscellaneous notes related to this case
- Attached Documents, which allows you to choose a document type you are uploading, then attach it to the case. When you click on Upload File, your device’s File Explorer will open so you may choose a file. File size limit is 2 MB. The names of the document type options are based on what your Admin users have created under Administration > Settings > Additional Document Upload Type.
If Embalming or Cremation is toggled to Yes, additional subsections for Embalming Details and Cremation Details will appear with additional options.
Saving and Creating the Case
Once you have fully filled out the New Request form and are ready to save the case, you will have a couple of different options:
Save: This button will only become clickable once all required parts of the New Request form have been filled out. This saves the form and creates a case, which is sent over to Dispatch for assignment to a removal/transport technician.
Print Decedent ID: Saves the case information and sends it to Dispatch, but also creates a Decedent ID tag that can be printed. The Print Preview screen for Google Chrome will appear and show a preview of the tag, typically including the Decedent Name, Representing company, and a unique QR code tied to the case. Note that printing the ID is not required and the case information is sent to Dispatch as soon as the Print Decedent ID button is clicked.
Manually Enter Case: Only available if Manually Enter Case is enabled in your account's Settings. This will save and create the case, as well as immediately mark the case as Delivered. An MEC is typically for cases that were already delivered, and will require you enter the Removal Date, Removal Time, Delivery Date, and Delivery Time.