Features
Everything the certificate needs to keep moving
From the first follow-up to certified copies in a family's hands, RestDoc360 gives your team one place to see, do, and prove the work.
Automated follow-up
Professional, persistent follow-up with medical certifiers
Define a cadence once; RestDoc360 sends courteous reminders to physicians, medical examiners, and coroners until the certification is complete — and stops the moment it is.
- Follow-up policies with per-attempt channel (email, SMS when configured, phone task) and spacing in business days
- Quiet hours and business-day calendars so no reminder lands at 2 AM or on a Sunday
- Approval mode: queue every message for a director to review before it leaves
- Automatic pause when the certifier responds, the case status changes, or a director intervenes
- Manual "send now" with the outcome recorded on the case timeline
- Certifier response links let a physician confirm, decline, or ask a question in one click
In sandbox mode every follow-up is generated but labelled “Simulated (sandbox)”. Nothing reaches a real inbox until a provider is connected.
Case tracking
Every certificate case, its status, and who owns the next step
Sixteen statuses model the real lifecycle — from case created to certified copies received — each with a responsible party, a progress indicator, and family-safe language.
- Dashboard with active cases, pending certifications, needs-attention, and days pending
- Work queues: Pending Certifications, Rejected Cases, Follow-Up Center
- Case timeline capturing every status change, message, note, and assignment
- Deadline awareness using state registration windows you configure
- Director and staff assignment, priority, locations, and search across everything
- CSV export for your own records
Escalations
Delays surface before families feel them
When follow-ups go unanswered, a record is returned, or a deadline approaches, RestDoc360 opens an escalation with a severity and puts it in front of the right person.
- Automatic escalation rules for silence, returns, deadlines, and contact problems
- Severity levels (Low, Medium, High, Critical) always shown as labels, never colour alone
- Acknowledge, snooze until a date, assign, comment, resolve, or dismiss with a note
- Daily digest of open escalations for directors and administrators
- Every action audited and reflected on the case timeline
Communication center
Templates, variables, and a record of every message
Write certifier, family, and staff templates once with merge variables. Every outbound and inbound communication — including phone calls you log — lives on the case.
- Template categories for follow-up, family updates, escalations, and acknowledgments
- Merge variables for organization, case reference, certifier, and director details
- Sensitive-content check blocks medical terms and identifiers before sending
- Honest delivery status: Queued, Sent, Delivered, Failed, Bounced, or Simulated — never inflated
- Manual logging of calls, faxes, and in-person conversations
RestDoc AI (advisory)
An assistant that suggests — and never acts on official records
RestDoc AI reads the administrative history of a case and recommends sensible next steps, drafts correspondence, and summarizes where things stand for a colleague or a family.
- Suggested next steps when follow-ups stall or a record is returned
- Drafted certifier and family messages in a professional tone, ready for your edits
- Plain-language case summaries for handoffs
- Always labelled as a suggestion with the provider shown (AI model or rules engine)
- Never writes to a regulated status; a licensed director takes every action
RestDoc AI suggestions are administrative recommendations only. They are not legal or medical determinations.
Family portal
Reassuring updates without exposing confidential details
Families want to know the paperwork is moving. The portal shows plain-language progress and lets you send status updates — with no medical information and no account to create.
- Secure, expiring link per family contact; no passwords to remember
- Family-safe status messages written for each of the 16 statuses
- Optional email updates at the milestones you choose
- Branding with your funeral home’s name and contact details
- Full control: enable per case, revoke a link at any time
Documents
Authorizations, correspondence, and notices on the case
Upload supporting documents, generate correspondence PDFs, and share through access-logged, expiring links instead of email attachments.
- Per-case document library with type, size, and uploader
- Generated PDFs for certifier requests and family letters
- Expiring share links with access logging
- Role-based permissions for view, upload, and delete
Automation builder
When / if / then rules for your own operating standards
Encode how your funeral home works: when a case sits in a status too long, when a certifier type needs a different approach, when a director should be notified.
- Triggers on status duration, follow-up outcomes, returns, and deadlines
- Conditions on certifier type, location, priority, and state
- Actions: create escalation, notify people, add a task, apply a template
- Automations never change regulated statuses — they create work for people
Reports
Turnaround facts for better conversations
See how long certification and registration really take, which certifiers respond quickly, and why records are returned — by location, director, and period.
- Certification and registration turnaround over time
- Certifier scorecards: response time and attempts needed
- Rejection reasons and correction cycle time
- Follow-up effectiveness by channel and attempt
- CSV export for every report
Integrations & manual EDRS entry
Connect your providers; record registration with a source of truth
Plug in your email and messaging providers and, when available, your case-management system. For registration itself, RestDoc360 records what you did in the EDRS — it never does it for you.
- Email and SMS provider connections with encrypted credentials
- Manual EDRS status entry: Submitted, Resubmitted, and Registered each require a confirmation source
- State profiles with EDRS name and registration windows for your states
- Integration health visible to administrators; sandbox adapters when nothing is configured
- Webhooks for delivery events update message status honestly
Team & roles
The right access for owners, administrators, directors, and staff
A clear permission matrix keeps regulated actions with licensed directors while letting staff do the administrative work that keeps cases moving.
- Owner, Administrator, Funeral Director, and Administrative Staff roles
- Invitations with expiring links; deactivate users without losing history
- Multi-location support with location-scoped reporting
- Plan-aware limits with clear messages when you need more seats
Security
Tenant isolation, encryption, audit, MFA, least privilege
Funeral homes are trusted with information families expect to be protected. RestDoc360 is designed with safeguards at every layer and is honest about what it does and does not claim.
- Strict tenant isolation on every query; platform staff need an audited support grant to see case details
- Encrypted secrets at rest and TLS in transit
- Comprehensive audit log with actor, action, entity, and timestamp
- TOTP multi-factor authentication for every user
- HIPAA-aware design; applicability must be assessed, and a BAA is required before live PHI
Spend less time chasing signatures.
Start a 14-day free trial in sandbox mode — no credit card, nothing sent to real certifiers until you turn it on. Or let us walk you through it.