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1. Item CI Social Security CI DC to Doctor CI DC to Health Dept CI DC to Family C Insurance Claim C Insurance Ordered CIVA County CIVA Headstone CIVA Flag Form C Interment Ordered You can change the item descriptions by right clicking on them Then you can save these descriptions for future cases by Save these Items as Defaull checking the check box to the right Hearse Driver Limo Driver Limo Pickup Time Limo Pickup Place Funeral Attendant Funeral Attendant Personnel Prep Room Shaving Moustache Hair Per Photo v Cosmetics Natural z 3 Notes Funeral Attendant Funeral Attendant Completed by 5 Print Checklist E Print Funeral v Schedule Hl C include All Checklists al ow You can change the descriptions at the top of the form by right clicking on them For example right clicking the Creative Concept description allows you to enter a different item C Tribute Delivered C Final Date Ordered C Presidential Cert C Rose Bush Planted C Type your own C Insurance Or CIVA Headstone CIVA Flag Form C Interment Ordered You can change the item descriptions by right clicking on them Then you can save these descriptions for future cases by _ Save these Items as Defaull checking the check box to the right Hearse Driver
2. lower Case Just like in a word processor such as Microsoft Word you can use your mouse to highlight certain areas of the text and change the font properties The buttons on the Font Properties window will act on the highlighted text only If you need to change the layout drastically we suggest consulting a detailed explanation of the FoxPro report generator as it pertains to the CardShop A little learning here can help you create almost any card page or folder you like The method is described in Appendix D Press the button labeled Edt Card if you do not see a screen similar to EDIT CARD the one above The information on the card can be edited on the screen For example the location of the Funeral Service is Trinity Baptist Church but the city and state are missing You can type them in on this screen due to centering issues when clicking on a line the line may disappear just press the LAB Rey and you will be at the beginning of the line The headers such as DATE BORN DATE DIED etc can also be changed If you have been using TerraPro for a while you may require a little help from TerraPro personnel to change the layout of your cards to enable this feature The method is described in Appendix D 33 Press the button labeled Show Card and you might see this SHOW CARD Print Preview xX k jax M DER a l gt Foor l a TOR TerraPro 6 40 52 Multi User 01
3. ALLTRIM CASES Middle Be sure to get the correct number of parentheses right Always match beginning and ending parentheses within an expression Now click File Print Preview and here are the results DUFFUS Parmelee W Name of Deceased OCT 191915 OCT 25 2002 Date of Birth Date of Death 268 268 1937 Social secunty No Mt Moriah Cemetery 1 Cemetery Plot Donald O Connor Funeral Home Inc Funeral Home Whoopee We got it right Now if you like what you have done you can save it with CTRL W as we discussed above Otherwise press ESCape and don t save changes The form will be as it was when we started this chapter and someone else can practice the changes It is beyond the scope of this manual to teach EVERYTHING about making forms but with a little curiosity and snooping around the existing forms you can pick up a lot of the tricks of the trade 91 Modify Obituary Whiter Let s Do It Here s a resource you may not have been aware of Go to the Obituary tab of the Case Data screens You will see a button labeled Modify Obituary Format Don t be afraid we re just looking around When you open this screen you see the FoxPro expressions that will automatically write your obituary for you Click Add then scroll down to the empty line just added In the column labeled Data to Print Right Click and Voila you will see a table of expressions for almost every function available
4. Limo Driver Personnel Prep Room Shaving Moustache v a Hair Per Photo 7 Limo Pickup Time Print Fiinaral If you want to save this description for future cases click the button labeled Save these Items as Default 118 MANAGE IMAGES More and more documents are being generated electronically such as PDF files Word Documents and digital images Having a single place to keep these documents or a place to scan paper documents for permanent digital storage is becoming a fast way to retrieve these documents for future use TerraPro allows you to manage the paperless office by storing documents related to a case right within the program To get started click the Manage Images button to the right of the Obituary Disposition Service Obituary Benefits Marker Vital Statistics Benefits Il Marker Il i 7 Adjust ule Haldeman David Joseph his father Walter Haldeman and his uncle Harold W wae pmr Rockwell and his step father Ray Romine beloved husband of Karen Sue Obituary OFamily Haldeman nee Meister loving father of Jedediah Thaddeus Haldeman 505 gi How many Benjamin Jacob Haldeman Sarah Hilary Sapp Joshua Joseph Flavia or Haldeman Susannah Elizabeth M Haldeman brother of Kathi Hald E Sheck Box i days of eman Susann abeth M eman brother of Kal eman en ee
5. 375 00 TOTAL OF SECTION C SPECIAL FUNG Geremnonyicuic weir SRT PATRES K 370 00 D CASH ADVANCES 3 Certified Copies of Death Certificate 30 00 Buna Transit Femiss zaxsnas canes z 3 00 Transfer of Remains to funeral home mortuary 160 00 Funeral Coach Hearse eee err crr 254 00 E E TA 3107 00 at Notices 2 __ 426 00 Sa ee N GR Tl aC cepa ee Se ee ae ee b NIFTGUSHIG sazans saasina SIA sence 137 00 aay 460 06 i Telephone Charges 00 76 39 Transportation Charges 0 100 00 TOTAL OF SECTION A SERVICES 3 609 00 TOTAL OF SECTION D CASH 735 39 B CHARGE FOR MERCHANDISE SUMMARY OF CHARGES CASKET A CHARGES FOR SERVICES aaasaauaunaaan 3 609 00 B CHARGES FOR MERCHANDISE aa 1 410 00 BURIAL YAULT 1 210 00 CcSPECIAGL CHAR GES o nnan SRNR ARR ARRAS 0 00 Wilbert MONTICELLO T D CASH ADVANC ES orri i Eta sai 735 39 Acknowledgment cards 100 0 0 eee eee 100 00 E SALES TAX IF APPLICABLE wu ceseeeee 91 65 TOTAL FUNERAL HOME CHARGES 5 846 04 LESS CREDITS amp PREPAYMENTS TOTAL CREDIT APPLICABLE 1 485 25 TOTAL OF SECTION B MERCHANDISE 1 410 00 TOTAL BALANCE DUE 4 360 79 The only warranty on ihe casket and or outer burial containersold in connection with if any law cemetery or crematory requirements have required the purchase of this service is he express written warrany Fany granted by the manufacturer any of the items listed above th
6. Post Service Followup Six Month Call O Anniversary Annual Followup 30 Day Followup ANOTHER PERSON Save amp Quit Figure 32 Followup Letters Choosing Edit after you have selected a letter will allow you to change the content 45 Survivors File for Robert James Probos Case 2011 501 Died October 19 2011 Spouse Information Post Service Followup Letters Labels Cards Military Followup Letter and then click Save Letter Name Dear lt lt f0salutation SURVIVORS Delete this Letter When your lt lt LOWER 0relation lc_sury t gt gt entered the lt lt ALLTRIM VETERANS Branch on lt lt f0longdate VETERANS Entrydate l m sure your family felt a sense of lonliness Today many young men and women are entering our armed services and need some contact with local neighbors and friends To that end we have established a pen pal system The outer burial container you chose for your lt lt LOVVER fO0relation lc_sury tj gt the lt PROPER ALLTRIM CASES Vaulf is an excellent choice and will protect your investment of a lt lt ALLTRIM CASES Casketi gt casket for many years to come After Care Letters Post Service Followup Let me take this opportunity to thank you for the trust and confdence you placed in our services O Six Month Call for your lt lt LOVVER fUrelation Ic_sury t3 gt We will do everything in our power to maintain that Anniversary trus
7. Utilities Dur Website Tera Pro Website Race white Sex M Social Security 123 45 6789 v lt Search by SSN Birthdate 01 2641945 Deathdate 05 26 2009 Time of Death 1 AM Age _ 4 A 6 Check for Update Weight 225 o Autopsy _ Embalmed _ Pacemaker 9 Artificial Joints or Limbs Titanium Rod Right Achilles Heel Marquee Family to be Present at Cremation Cremation Date 96 30 2009 v lt Search by Cremation Date 4 Time 104M Tribute vi District County of Death Hamitton Family Advisar Show Comments Disk 1243 Cause of Death Print Label Printinfo Print Process Log Print Certificate a C Modify Report Layout import port oF 95 If you have entered the case into TerraPro screens you can import that data using the Import button You will be presented with a composite list of all cases for all branches and you can search by last name by starting to type the last name Alternatively you could enter the information here However that will not allow for billing using your price list for the Cremation Company We recommend entering the case first into TerraPro and assigning a Person Responsible PR code for payment If it is another funeral home make PR the MAIN relationship and you will be able to choose from a list of previously used funeral homes When it is time to send statements to the funeral homes you serve go to th
8. Registrar Sales Tax Rate 6 00 Group Tax or Per Line Finance Charge 0 00 Link to Accounting Program Name of Accounting Software_elieann Accounting Software Data File DAPROGRAM FILESNTUITOUICKBOOKS PROWOSEPH P Figure 59 Upper Right Portion of Setup Screen 2 On your General Pricelist Screen indicate the QuickBooks item name for EACH pricelist item If you use sub accounts separate the names of the accounts with a colon as shown below cz TerraPro 6 70 01 Single User 99 Joseph P Sample Funeral Home Inc Cincinnati OH 2 Cases On File General Price List Item LiwEoz0 Select Item Setup Default Bill Print For variable pricing enter negative 01 01 For Category Heading enter price of zero 0 00 Description Price Code Basic Services of Funeral Director amp Staff 1562 00 n Our charge includes funeral counseling necessary arrangements recording vital statistics securing permits filing and obtaining death certificates and other forms and claims preparation of necessary notices and coordination of service plans with parties involved in the final disposition of the deceased This fee for our services will be added to the total cost of the funeral arrangements you select This fee is already included in our charges for direct cremations immediate burials and forwarding or receiving of remains x Included in Package Code Price List Print Sequence 9999 Putin Print Order Package
9. 7012 Spouse information Post Service Followup Labels Cards thar Ralatlianahipa wes 7 lamar ead Relalanship to Biith we is eneties uae 7 leier esile a Deceased lt Order u APL Pee T w insurance Pomes cbt Title Fia Middle Lavsa e bans Eaan Treks Arrangements Edit Bill Salutation Mary Late amied DAGANGE Mariage Infos mernin Crematory ry ae tg Then click the Insurance Policies Sn eee aeee aiii Button on the Survivors screen The Insurance Policies can be Arrangements Cont Hate Time Evening of Home Plone Daytime of Woik Phone FAX Call Phoma oara120 2 1140 AM reached from the person responsiblevivor record Forms Reports Forms Reports Card Shap Envelopes Labels Office Doctors Clergy Lists Price Lists Monthiy Statements Cash Receipts Utilities Now you can see The Insurance aem E Policy Screen Check for Update City Circieerat OH e ZIP 45230 County Hamitan T p Clinaide Cityt 517555 5555 411 666 6888 PaRORRTITT 512 992 4076 E mail Birthdate Son probrao nil OMS 987 654321 ANOTHER PERSON m aor m Insurance Policies TER Insurance Policy Information Marquee Filenumber Insurance Company Name Tribute 2011 501CM Gerber Life Insurance Company Family Advisar C Show Comments Policy Number Date of Current Value Current Value 23423 jo126945 1 000 00 Beneficiary Social Security No Birth Date Trella
10. Logged in by Crematory Rep 0H Type of Cremation Container Cardboard Box Remains placed in retort by DH Date Time Placed osns2014 10am Remains taken from retort by DJH Date Time Removed Josmsi201402 30 00PM Type of Urn Container Batesville us782R Cremains placed in urnicontainer by PO Date Timelnurned f f AM Chapel Funeral Home notified PO Date Time Notified gt AM cremains ready by Spoke to contact Who Returned Cremains to FH Date Time Accepted AM Special Notations T Modify Report Layout Import Top Prey Mext Aottom Copy Print Label Print Into Print Process Log Print Certificate Add Delete x Exit Details like pickup delivery urns and personnel are recorded on this screen When you print the process log for your files all this information is reported along with emissions if any 127 Y CIT Y i s EMi sh Zens a sy CREMATION PROCESS Log CREMATION 2014 018 NaMe oF Deceasen 0Seph Norman Thomas CHAPEL OR OTHER FUNERAL HOME lepper Funeral Chapel SPECIAL INSTRUCTIONS Remove Rings DELIVERED TO CREMATORY Date 8 tame S45 AM By Funeral Horne LOGGED IN BY CREMATORY REPRESENTATIVE LH TYPE OF CREMATION CONTAINER Cardboard Box APPROXIMATE WEIGHT OF CONTAINER DECEASED _ REMAINS PLACED IN RETORT ey HH Date 0906 2 Tome 10AM CREMAINS TAKEN FROM RETORT BY LJH Dare S962 Tome _ 2 30 PM Type oF uaNfco
11. Name of Contact PceaLec CONTACT Brenda Stare temene ey Fhonc free Locatia Pile Cememery Seecion Cemetery State from Locations File i Cemetery Top Eroa Locatimi File SiJ 232 3326 ALLTRIM CASES Seerion Darden Gomie f0cemloc PHONE f0cemLoc STATE m f0cemloc TW TwE Bo tememery torarion Ciry Soare ALLTRINICASES LOCATTOM tineia thin HL cestvere tame Bo ALLTRIM CASES CEMETERY leanciemect ORAA ii Compa Cemetery Haare City Feate TREK CASES Cepetecyi TRIA CASES Location Cincinatti Cremation Compay TT agcteied Copies tey Oraret E L a EEE A S certified ropies af drach certificate 3 ceerified copies of denth Cectitier Doctor s Name and Address f0name SURVIVORS CE E0addcess SURVIVORS CE i 4f0csr SURVIVORS ae Percy b Grainger MS DO 123 tatasman an CASES caacemstpy tk City of Death ALLTRIN CASES Citydeath Syasonia Cincy of Residence Deceased Phe ry SONFTVORS SE Cincirmari City Locale oc Twp foe Death Certificate Epe SURVIVORS SE Andee Sor Township Clergy Hare lat Clergy Orame TSORFIVORS C1l Rev Dr Hecechel T Bupec Cier mame ind Clergy Finnar EFTAS Pole al Rev Marcus Arka H Comments bine lo o BLINE CASES Comments 1 ee Comments Lint a i LIKE CASES CETTE p af Commens Line 3 4 MLIN
12. opying Uhithiy Use this to copy a Pre Need Case to Al Need or to copy a case from one branch to another x Choose Name of Person to Copy to company S9 Joseph P Sample Funeral Home Ine a Actors Area JO0F09NS A Aedes kunes J00I0490H 20037160 Atinnes Af igoe PE lines 7 2003 FOP Aleks meve poso PE kikinis i OT EPC Alirenss AE Ss ISI PE Albright mir FOOs 53G elemen Aen i SOO FOP C Aien eo A005 34G Alen METY 2005 3920 Ahnaguer Coreen SOs stats Ambrose iian aposod G Ambroz Mia POOF FSI PC Aht Harald NG PE Annas Raber O04 t6PC Atarvercte Tdeliniro ROLIET RE IE Anderson Brett JORG PE Figure 75 Choosing a Case to Copy Or you could right click to put the list in order by File Number Choose the right case then answer the questions presented TerraPro will automatically assign the next case number but you can override it if you wish The case will then be copied into the current company If you wish for it to remain in the other company as well answer No when asked if you want it deleted This function is used when you need to move a case from one computer to COPY CASE another For example you may be using a laptop computer to make arrangements TO FROM at a nursing home or residence or other location Feel free to enter the case then copy it to RAM Drive or a 3 5 floppy disk and take the disk to the office so that the case may be copied into the TerraPro data files This requires that TerraPro be setup
13. 19 ADDRESS OF APPLICANT v FuneraPirector Joseph P Sample Funeral Home Cincinnati OH 4523045230 Figure 9 VA Flag Form You will need to indicate the relationship of the recipient to the deceased If you have entered the FL code as Other Relationship on that survivor screen the address will fill in from that record HINT When entering informant or other close relatives add the FL code at that time to save time on this screen 17 Free Government Markers are available from the VA Filling out this form will let MARKER you apply for one SCREEN TerraPro Case Data Vital Statistics Disposition Service Obituary Benefits I Benefits i iV Fiag Marker if IMPORTANT Please read the General Information Sheet before completing this form Type or print clearly all information except for signatures legible printing could result in an Headstihe or marker or delivery BLOCKS OUTLINED IN BOLD are optional inscription items Unless indicated otherwise all other blocks nmst be completed MILITARY DISCHARGE DOCUMENTS OR RELATED SERVICE INFORMATION IS REQUIRED i Department of Veterans Affairs View VA Form Online 2 NAME OF DECEASED TO BE INSCRIBED ON HEADSTONE OR MARKER NO NICKNAMES OR TITLES PERMITTED 3 GRAVE IS FIRST or Initial MIDDLE Or Initial LAST C CURRENTLY MARKED Robert David Probos VETERAN S SERVICE AND IDENTIFYING INFORMATION Use numbers only e g 05 25 41 NOTE Failure to coraplete Item 4 will
14. Edit Card Quit BEARERS Edit Data Fact Font Funck Serigt MT change Text Color cnanse OT Vitals Service Disposition Family Pall Bearers MusiciClergy Photograph Funeral Program Pall1 David Devon Decker Pall2 Patrick Preminger Pall3 Robert Edwin Hinklin Pall4 Harold W Rockwell Pall5 George V Bush Pall6 Barack Obama Pall7 pais Pallg pali10 This Data is for Register Book 6 Pall Bearer Page ONLY Figure 27 Pall Bearer Data Entry If you know the names of Pall Bearers in advance here is where you can put the names Honorary Pall Bearers can be so indicated A TerraPro CardShop M U S l C Show Card Edit Card Refresh Data LER Y G 9 Edit Data Saat Font Funnet Serigt MS Text Color change Modify Layout of 19089 FRX Make Webpage Export Card Import a Card Add Edit Verses Vitals ServiceDisposition Family Pall Bearers Music Clergy Photograph Funeral Program Feocceccocecoocosocececococcesoscesecoesseo Add a New Card Choose Card Register Book 8 Music and Clergy v X Quit Music1 Brahms Requiem Music2 Mozart Requiem Clergy1 Rey Dr Herschel T Roper f Clergy2 Rev Marcus Atha Clergy3 Rev John Brown This Data is for Register Book 8 Music and Clergy ONLY Figure 28 Music and Clergy Data Entry You can list a few of the musica
15. File Number Click Image Name to see it Add M 2007 8650 CATERRAPROWages PeoplelDavid JosephHaldemanooajng Scananew Mieroson 2007 850 C ATERRAPRO magesiPeople David Joseph Haldeman002 jpg Picture pens 2007 850 CATERRAPRO mages People David Joseph Haldernan003 jpg Image 2007 850 CATERRAPRONTPPROMISE PDF 2007 850 CATERRAPRONDIANADC XPS Add Add Adbobe ea PDF Image MDI DbI Click on Picture to View Full Screen Karen Haldeman Description TERRAPRO Images People David Joseph Hal deman008 3p On the image list click the name of the image to bring it up If it is a picture Dbl click the picture to use the Microsoft Windows Picture and Fax Viewer to examine or print the image 119 OBITUARY WRITER This section is for users who feel they can handle a little bit of FoxPro to change the way the automatic Obit Writer CTRL O writes the obit Others may wish to call Terradise Computer Systems Inc personnel for help free for the first few minutes then we can let you know if you are getting into some chargeable time On the Obituary Page click the button in the lower left that says Modify Obituary Format iia Sedo Dispominon Service ObAuary Benaia i Marker Marber Adjust Teh Ot 1 Haldeman Dach Joseph hs father Waker Haldeman and be emcle Harold W Wastin af O Obit 2 Rockwell and his step father Ray Fomor beloved husband of Karen Sue
16. If in doubt about the abbreviation use the pull down list by clicking on the arrow next to the state entry Facility Name or Residence Address If the place of death was not at home you can pull down a list of previously used facilities Of coutse if you already indicated the facility name or place of residence on the First Call Screen this information will already be there Editing Locations Use the right hand mouse button to click on the pull down list arrow and you will be presented with the Location Editing screen See details on using this screen in Chapter Two Tool Tips are the little help messages that appear as you pass the mouse over a TOOL TIPS data entry field For example the military honors that a veteran was awarded can be listed in the Honors field on the Vital Statistics Screen only visible for veterans In Armed Services ly Military Status v v Burial Benefits Claimed Honors Rec d SS v Burial Benefits Flag Type of Discharge Honorable 7 Flot Allowance Only Marker Right Click to Edit Honors Received While in the Military VETERANS Honors As your mouse passes over this field without clicking the tip shows up for a few seconds Using these tool tips can save you time since you may not need to look in this manual to find an explanation for this data item What are those brackets for e information shown in brackets for example VETERANS Honors tells us wh
17. LIF CASES Atmedserye H RET TIF CASES Acmedsecy Tiaddreaa 5 SURVIVORS Attorney City State ZIF ucaz SURVIVORS KE i Hariom et lAtcocney Hane CUraae SURV LYE TAT Frank J Phillips Ateoknecy Phone Musberia a CTN ST j 2 Home MYA Mork H A N ma T EE E af Air Force IIF UPPERIVETENANS Branch AIR FORCE x I Eg Branch of Service x af Army TIF CUFPER VETERANS Branch a ARME Ot O O OOO OO oo t i a Branch uf Jervice ee if Cs Coast Guard LIF UFPER VETERANS Branch COAST COARI Lie m R Rranch of Servier G7 if Marines TTF OFFER VETERANS Aranch MARTNES ae aa Uranch of Service ox af Kary TIF UFEER VETERANS ranch MAVT MEI EE Branch of Service TIF OFFER VETERANS Biranch 0 ot Rusaneas af Deeeasrd ALLTRIM CASES BUSINESS Cempurer Casket Price number may vary with price list getballicen 35 price a Cemetery Address from Locations Fale cae ADDRESS 1200 Dixeyth Ave ai Cenecery Address from Locations File ce z9 EFA feuerery City from Locnriona File elec CITE o OE ceed rid Cemetery County Erom Locations File lfucemLoc COUNTY tems Ltom Cemetery Grave Busbec ALLTRIN CASES Grave lz temerery Lor Wowher ALLTRIM CASES Ear 345 H Cemetery Lot Umer 7 ALLTRIM CASES Lotomer darid Joseph Maldeman Cemetery
18. Labels Swap Address Joseph F Sample Funeral Home Inc 6404 Coffey St Cincinnati Ghio 45230 Karen Sue Haldeman 6404 Coffey Street Cincinnati GH 45230 Choose Recipient O New or Choose Survivor Taye 10 Envelope 30 up Labels 10 up Labels File Folder 8366 File Folder 201 eek eee O Monarch Envelope 14 up Labels 6 up Labels Priority Mail Label Custom Open Mailing List Figure 36 Envelopes and Labels Screen If you want to use a plain envelope click on the box labeled Print Return Address and your funeral home address will appear You can print a Self Addressed Stamped Envelope SASE by clicking the Swap Address button at the top You can type over any address that appears return address or main address to create a custom one time envelope for immediate use 50 To select commonly used addresses you can click on Doctor Clergy 1 amp 2 Cemetery or Informant informant comes up first by default The list of survivors for this case is below those choices click on the arrow to the right and the list will pop up Then the address if entered will be placed on the envelope There are two envelope and four label formats available to choose one click on the appropriate check box next to its name For labels use Avery 5160 labels for the 30 up labels 5162 for 14 up and 5164 for 6 up shipping labels The post office can supply you with Priority Mail labels Whe
19. fOplaceloc TwP PO 5 Create new Obit Type Add A Data Item Show Current Obit from Current Type Standard Obit This is nothing more than a list of all the FoxPro expressions formulas that construct the obituary from the data you have entered They do so in the order specified at the left If there is fixed text to put BEFORE the data the next column shows that text The Data to Print column contains FoxPro expressions or formulas that extract the data from the case files WE DO NOT EXPECT YOU TO MEMORIZE OR KNOW ALL THESE EXPRESSIONS You can however use them as a basis for constructing your own customized obituary text 120 If you click on the button that says Show Current Obit you can see how this group of expressions produces the obituary You can also click the pulldown list and see other formats if they have been saved To see how data items can be added to your obits scroll to the bottom of the Data to Print list and add a new blank line if not already a blank line at the end Place the mouse on the blank Data to Print column and right click You will see this list Microwolt Visual Foxe Fie Edt Weer Took Program Table Wimke Heip wel S s Mom le oo tee Jar Select Data hem then Press CTH W TIF CASES AGE lt 1 re Pie z in Years ee ad Services puts X af WUT member mile 28 if member _ Address Seren
20. has been assigned Services of Staff Facilities etc Most items are assumed to be a quantity of one For some items however it might make sense to indicate a quantity for example death certificates or memorial folders Even if you price by boxes of 25 or 50 cards you may need to indicate 2 or more boxes If you want to indicate how many were sold Click on the spinner at the left of the description to Change Quantity Hint For a No Charge Item enter a Quantity of 1 Price of Zero The item will show No Charge on the bill EXCEPTION For Casket and Vault entering a description without a price will allow you to define which casket was used in a package price which includes a casket Version 9 00 36 or higher 65 Toggle Tax Occasionally you may have to change the tax as charged on a given item To change it click the check box to the right of the price and you will see this screen TerraPro 9 06 48 Multi User 99 Joseph P Sample Funeral Home Inc Cinc Y Change Taxable Status on Item Seles You may then choose to make the item taxable non taxable or taxable at half value When you do you will be shown the tax amount calculated on the item Closing this window will update the totals on the bill and the total tax You may also change the taxable amount of the item if it is different than the price charged For example the casket price can include the entire funeral service so you should change the taxable amoun
21. obits to Sands grandfather of Thaddeus David Sapp Crystal Shanda Lear Dee Lori sendtoweb Ann Haldeman great grandfather of 3 DEL 1 page _ April 1 2008 Age 63 years Residence Cincinnati Funeral Service at Trinity 5 Baptist Church on Friday April 4 2008 at 10 AM Friends may call Tuesday une April 8 from 4 00 PM to 8 00 PM Cremation at Cincinnati Cremation Compay NOT Putthis Cincinnati Ohio Memorials may be made to American Cancer SoctetyJoseph P Obit on Website Sample Funeral Home Inc serving the family www samplefuneralhome com Update Website I Filename of A 7 z Image Double Preceded in death by his father Walter Haldeman and his uncle Harold WW Rockwell A Click to Select and his step father Ray Romine Manage C Count Words Edit Survivors Modify Obituary Format Spell Check Today is Tuesday April 22 2008 Email Obit You can store an unlimited number of documents in TerraPro s filing system and instantly retrieve them Document formats include Adobe PDF Microsoft XPS and MDI and scanned images in JPEG or Bitmap bmp formats You can also enter a short description of the document including the source and the date recetved HE TerraPro 9 01 45 Multi User 99 Joseph P Sample Funeral Home Inc Cincinnati OH 2 CasesOn File 0 user s on systen HE TerraPro Image Database Sel Select an image
22. 129 Appendix F Australian Version DIFFERENCES FROM THE U S VERSION Although TerraPro was written for use in the United States it can adapt itself to use in Australia When the Setup screen is modified to indicate Australia as the country several screens change their appearance The underlying databases remain the same but may be presented to the user in a different format that that shown in this manual The screens affected include the First Call Screen and the Edit Case Screens Vital Statistics Disposition Services and Obituary In addition the flag marker and burial benefits screens have been removed and the military benefits are entered on form D307 from the Vital Statistics Screen To simplify data entry the First Call Screen serves also as the launch screen for accessing all relevant Australian data VITAL STATISTICS SERVICE DETAILS DATE TIME First Call Date 04 10 2012 12 00 AM M DO WE HAVE PRE ARRANGEMENTS THE LATE Robert David Probos ADDRESS AT PASSING O Inpatient ER Outpatient O DOA O Nursing Home O Residence O Hospice Other Specify Other Specify RESIDENTIAL ADDRESS Roger Hemmerly Memorial Rest Home TOWN SUBURB Daytona Beach STATE FL Date of Birth Date of Death Age Yrs Months Days 21 02 1936 25 09 2014 gt 78 7 4 DOCTOR CORONER CASE Y CORONER CASE 5000 Certifier s Address RELEASE FORM FAXED Date Time Release Faxed 13 04 2015 01 35 PM gt FAMILY CALLER CONT
23. Choose Verse 54 23 1 Quast Modis 2MEMS FRG AGACIN Verses Top Margin for Verse 2 Verse has 19 Lines Font Size for Verse 17 5 Curent FontSize is 12 Export Card impon Vitals Serice Dispostion Famity Pall Bomers Miric Chet ay Photog apti Name Darid J s ph Haldeman Firstname Omid Joseph Lastname HALDEMAN Nase Placard FUNERAL SAT 10AM Ploca d Dirthdme Jaruary 26 1945 Birthplace Marion Ohio Deathdate January 31 2006 Deathptace Sonngheid Ilinois Age 61 Yoasoid 61 Moethsold 0 Daysokd 5 This Data is for Memorial Folder ONLY ta start amp oo Je 1S ints zm pU we AO Oo 953 MG me y A warning will come up advising you that you will be making changes to the form Click Yes to continue if you feel uncomfortable editing a working card use the Clone this Card button to make a copy of it then you can make changes freely without affecting the original 122 TerraPro Forms WARNING Changing anything on the Following screens may require a service call from TerraPro Technicians Are you SUPE vou wank to use the FoxPro Report Generator to Modify this card ay Report Designer 2mems frx Microsoft Visual FoxPro ud File Edit Yiew Format Tools Program Report Window Help jose e Salseeloo tM vias aE 0 1 2 apres Ene 3 4 5 6 7 8 A Page Header 0 REPLICATE CHR 10 In_topmargin tALLTRIMG amp Page Footer Notice that the ceremony type will be extracted from t
24. Farmer Patricia Coroner Robert 810 Barrett 1649 Hilltree Drive 1649 Hilltree Drive 1649 Hilltree Drive 1649 Hilltree Drive 810 Barrett 3333 Burnet Avenue Virginia gt Virginia Virginia gt Virginia Adams Coroner Robert Ahrens MD Kirsten 3333 Burnet Avenue Cincinnati Batavia Batavia Louisville Cincinnati Cincinnati Cincinnati OH 48228 OH 45103 OH 45103 RY 40204 OH 45255 OH 48255 OH 45255 Springfield Tow OH 45255 Louisville Cincinnati Cincinnati St Veronica St Mary s Semina 2800 Winslow Avenue Apt 3 506 Oak Street Cincinnati Cincinnati Cincinnati 2212 Observatory Ave Knox PresCincinnati Record al Figure 39 Mailing List Edit Choice Note Highlighted Entry 52 RY 40204 OH 48229 OH 48229 OH 45206 OH 45220 OH 48224 Here is the editing screen ie z ui Visual TerraPro Mailing List Code cE License Title oOo Salutation Dear ooo oel First Name Robert Middle Last Albright mo Position Sex m Address OS Street 234 Goodman Avenue 501 City Cincinnati State OH Zin 45267 EE Phone Workphone 513 558 4739 Faxphone Figure 40 Mailing List Edit Screen You can make changes on any field The Code determines which mailing list this name appears on CE is the standard TerraPro code for Certifier or Physician The Salutation refers to how you would address the individual in the greeting of the letter
25. Form BANKF FRX printed 10 02 2012 08 23 19 want Ignore the FoxPro Commands Mu New York Life Insurance Company Claim Form unless you know what they should be a Form BANKF F RX printed 1002 2012 08 26 23 New York Life Insurance Company Claim Form v z Click Save Exit and the form will be ce Saar Quit added to your list If you already have insurance forms in your system and would like to convert them to be on the Insurance Forms list just highlight the form on your standard forms list click Setup Form and change the Type of Form to INSURANCE This completes adding forms You may add other forms or proceed to the next step to add data to the forms 7 The form code name doesn t matter to us it is for the computer to use to make sure it has the right form even if you change the name of it It will be checked to make sure it isn t already in use 79 We will now move to the Insurance Screen where the data for the forms will be added and the forms modified and printed PUTTING DATA ON THE Remember when we created the forms we just made copies of existing forms so the form s you FORM created above won t have the correct form or data That s what we ll do now Click the Edit Survivors Button on the TerraPro main menu ase Information Probos Robert Add New Case Edit Survivors Write Obit Edit Current Case Survivors File for Heber daha Probe Case 201 1 5010 Died October
26. Free Miles Allowed is for Automotive or Livery Charges that you wish to impose a limitation on the number of miles radius that you provide the service before charging additional mileage charges Adding New Items The button labeled Add New Item can be used if you want to add a new charge to your price list Before you hit this button you need to know where in the price list the item will appear Take a look again at the pull down list of General Price List items and determine a number that falls between two others where you want to insert the item For purposes of example let s assume you want to add Hairdressing as one of the chargeable items under Other Preparation Pull down the list to see what numbers are used ard a iz General Price List LINE030 D Select Item Setup Default Bill LINE010 General Price List LINEO2O Basic Services of Funeral Director Staff LINEO3O Enbalming LINEO40 Other Preparation of Remains Use of Facilities and Equipment Funeral Ceremony Visitation or Viewing Graveside Service Visitation one hour before Funeral or Mass Transfer of Remains Automotive Equipment within 30 mile radius Casket Coach Hearse Other Preparation is LINE040 and the Use of Facilities Header is LINE050 Lets use LINE042 for our Hairdressing Charge That way if we want to add other preparation charges we can use 43 49 for them Now click on the Add New Item button All you have to do is type the nu
27. H Romine 565 65 6565 111031915 Address Relation to Deceased 1536 Whetstone River Road North Mother City State ZIP Phone Caledonia oH 43314 419 845 2141 onf Date Time e mail Claim Form Report trellaromine gmail com PERSON When adding NEV records fill in City State amp ZIP Automatically Hl You can move through the various policies by using the navigation buttons print a policy add new policies or edit the existing policy and beneficiary information If you have multiple policies from the same insurance company you can easily add them without retyping all the information When you click add just say yes to the question about using current information If the insurance company information is not on the pulldown list of companies right click the list button to add a new insurance company HIGHLY RECOMMENDED see page 23 for more information on how to edit locations such as insurance companies 80 The last step is to choose what form you want to use for this insurance company Since you have already created the form Click Edit and use the Claim Form Report pulldown list to select it Click Save and the Click Print and choose to modify the form Here you will change the form you Cloned in the steps above and change the background and data items to match the form See next chapter Modifying Reports and Forms for more help or call TerraPro perso
28. Let s choose Invoice Next we have a list of possible formats for the bills These are setup for you when TerraPro is installed but can be added to deleted or revised Other Services Alternative Services Traditional Fuorral Serrioe Fackage cE E Lie Ea Bi E a i gsl Pamens f3 ata God Fey Daim MALERE hls Figure 53 Choice of Bill Formats For now just choose the Bill with Payments You will see a bill that looks something like the following eg HH Cofivy Biren y Sct 118 1 oes Ba Te Eaa Sec Hadeawo 6404 Cotizy Street Cincionsti OH 43230 of Jonah P Sampla Funeral Hame Tuc Services far the Fumeral of David Joseph Hakdeaun Dat of Death Febmary 26 2002 Date af Servioe November 14 1993 Descriptio Tx Servics of Futsal Directer sod Stadt Exbaoay Har Dresa Washiag and disinftctiog reansins whew no eovbalaring 1112 1993 November Fisawe Charge 023 19 Deranbo Fiance Charge 25 1903 Oo Account Karen Haldeman 2342 0826 1993 Jed Haldeman Life Savings 0960 0912871993 On Acoma Eam Hakisan 3453 08 28 1903 Suesomeb s Bank 23987 10 02 1993 nurses Proceeds Chti Xesiciau 09833 01 23 1994 ou Aceonat Karea Haldanaa 4456 Total Payments Balmce Dur Merch 28 2002 Figure 54 Standard Invoice You can preview each of the billing formats provided to understand the differences in each If you don t check the detail payments box the payments will be summarized 69 aie te Josep
29. OR EMPLOYER CEMETERY OWNED BY THE FEDERAL GOVERNMENT EMPLOYER CONTRIBUTE TO THE BURIAL CONTRIBUTION Myes No V YES INO 100 00 PART I CLAIM FOR TRANSPORTATION REIMBURSEMENT 19 EXPENSES INCURRED FOR THE TRANSPORTATION OF THE VETERAN S REMAINS FROM THE PLACE OF DEATH TO THE FINAL RESTING PLACE Attach itemized receipts 150 00 WFORM 21 530 Figure 8 Burial Benefits I You can download the latest versions of all veterans forms at the VA website http www va gov Keep in mind that the Benefits I and II print on the front and back of the VA Application for Burial Benefits Form 21p 530 You will print these forms from the Print Forms dialogue If you set your printer to duplex printing the form will print front and back on the same sheet of paper 16 The most commonly used Veteran s Benefit is a US Flag for draping the casket and presentation to the survivors Make sure the survivor that is to receive the flag has an FL code in their other relationships then proceed to the flag form FLAG SCREEN TerraPro Case Data gt afam Vital Statistics Disposition Service Obituary Benefits Benefits IV Flag Marker Marker if APPLICATION FOR UNITED STATES FLAG FOR BURIAL PURPOSES WA Department of Veterans Affairs 1 LAST NAME FIRST NAME MIDDLE NAME OF DECEASED Probos Robert David View VA Form 2 BRANCH OF SERVICE Check box 3 VETERAN S SERVICE Check box ARMY O Nawy O AIR FORCE CO SPA
30. PM at Holyoke Chi Thursday July 2 2015 11 00AM v Trinity Baptist Church Ceamstony 2 Visitation Thursday July 2 2015 from 9 00 AM 11 00 AM at Davis amp Pow a Ee Sunday June 8 2014 from 9 00 AM 11 00 AM at Davis amp Powell Funeral Forms Reports Card Shop Deliver Flowers Date and Time Envelopes Labels v To Funeral Home 06 07 2014 01 00 PM Office _ To Other Location Checklist Doctors Clergy Lists Price Lists Church Affiliation Holyoke Chapel Casket Pembroke Cherry 4700 Monthly Statements Religion Baptist R Vault Venetian 1475 Cash Receipts Utilities E Hobbies Ta DO NOT RELEASE ANY INFORMATION TO ANYONE EXCEPT Mr Probos was also interested in his Garden Railway Nature and INFORMANT Technology Se a Mother needs help with stairs K O Rescue wikia Memorials Fraternal Check for Update v Mr Probos married his wife on September 15 1956 and they lived happily until her untimely death on September 16 1956 Quit L Marquee Checklist Pre Arranged Source Symbols J l C Pre Paid Indigent Tribute Newspaper Ad Clear Symbols _ Show Comments Figure 5 Services Screen The Service Date is copied over from the Disposition screen for easy reference The Type of Service is required information some forms may require knowing this or you may wish to do a statistical analysis of the different types of services you provided within a given time fr
31. Report Window Help Close EESE seyret ere ee Save As Save 4s HTML iortdate CASES gt De Revert of Death i RA ae Print Preview Pr itia CrP FIF HALLTRIH CA Flot mocname Funeral Hore Figure 66 Previewing before saving Just like before click on File then slide the mouse down to Print Preview and click You will see a preview of your changes Report Designer idtag frx Microsoft Visual FoxPro F File Edit View Format Tools Report Window Help Parmelee W Duffus enaa tf OCTi91915 OCT 2520020 PrintPreview M Date of Bith Date of Death a lt l gt il ooz Be S 268 28 1937 Social Securty No Mt Moriah Cemetery 1 Cemetery Plot Donald O Connor Funeral Home Inc Funeral Home This kind of change is called a cosmetic change because it really doesn t change the data just the way it looks It s now up to you to decide if you want all the captions in Bold Italics or revert back to the old way by pressing Escape when in the Report Designer WARNING DO NOT press the Print Icon a shown at the right of the Print Preview box blue caption with arrows and 100 above This will cause an ID tag to be printed for everyone in your case file To end the preview press ESCape or click on the Exit button 88 Let s make another change to this form Supposing the ID Tag had to be printed with the deceased s last name first then first and middle like Doe J
32. Responsible Phone Number Person Responsible Phone Number s Place Place Place Rater Deceased Mais Sin Sin dln Ge A RN Gls ea Sleek dala 2 lain Relationship of Deceased to Niece Relationship of Informant to Deceased Sex Print Male or Female Social Security Number s s s s s s s 113 fOlongdate CASES Deathdate fOshortdate CASES Deathdate ALLTRIM CASES Service fOlongdate DATE fOshortdate DATE TRIM CASES gt Cityborn IIF NOT EMPTY CASES Statborn TRIM CASES gt Statborn CASES Birthdate CASES Burialdate CASES Deathdate deceased ALLTRIM CASES First ALLTRIM UPPER CASES Last First Middle ALLTRIM CASES Last ALLTRIM CASES ALLTRIM CASES First Middle fOaddress SURVIVORS SE fOcsz SURVIVORS SE fOstreet SURVIVORS SE fOstate SURVIVORS SE fLOzip SURVIVORS SE ALLTRIM CASES Statdeath ALLTRIM CASES Disposal ALLTRIM CASES PRIMARY ALLTRIM CASES SECONDARY fOfield STAFF CASES Embalmer FAXPHONE fOlicense STAFF CASES EMBALMER fOname STAFF CASES KMBALMER fOname SURVIVORS FA ALLTRIM CASES Filenumber fOmemo VETERANS Flagremark 5 85 2 f0Oaddress SURVIVORS VETERANS Flagrecip fOcsz SURVIVORS VETERANS Flagrecip fOname SURVIVORS VETERANS Flagrecip fOrelation VETERANS Flagrecip fOlicense STAFF CASES DIRECTOR ALLTRIM SUBSTR SYSDATA ADDRESS 1 35 AL
33. Sample Funeral Home amp Crema Clay Joseph F Sample Funeral Home Inc 6404 Coffey Street Cincinnati Fraternal Organizations Joseph P Sample Pet Cremation Cincinnati insurance Companies Joseph Sample Monuments Cincinnati Little Hope Baptist Church 12349 Little Hope RoadCave City Institutions Dur Lord Christ the King Church Pest dence Memorials Skillman McDonald amp Vernon Funeral H Mechanicsbur Flares St Vincent Ferrer Church T P White amp Sons Funeral Home Inc 2050 Beechmont Avenue Cincinnati Registrars T F White amp Sons Inc Columbus Clsources Tenpleton Family Funerals Yan Wert vernon Funeral Home Urbana ha uit Labels Edit Selected Location Add Location You might see a lot of churches listed These are the entries coded as Place of Service when the church is where the service is held These same churches might appear on the Churches list Figure 14 Locations Editing Main Screen Filtered for Places only separately so be sure you make any changes under both entries 23 o e z Click on a check box below to filter list to show Cemeteries Crematories Churches Fraternal Organizations Insurance Companies Institutions Memorials Places Registrars Sources To edit the data for any location highlight the desired location by single clicking on it or find it in the list by starting to type its name As you type the list will move
34. Sequence fa Services of Staff Copy to Preneed g amp Other General Ledger Link Code SER Free Miles Allowed if applicable o Branches QuickBooks Income Item Description starz Services Basic Quit Add New Item Delete this Item Picture z Back if 0 Caskets Vaults Merch Figure 60 Pricelist Screen with QuickBooks Link Activated 73 3 The Casket Vault and Other Merchandise Screens also need these item names or the QuickBooks Link will fail Casket Price List More Pictures ltem CASEKETO1O lt Select Item at Description Price Code 4urora Bronze 715 Angelic 14795 00 ly Exterior Bronze Class Not Determined YW Choose gt Cal ini Gold a nes oe For variable pricing enter negative 01 01 Interior Velvet For Category Heading enter price of zero 0 00 iaje Velvet Interior S Materials M Track Inventory Our Cast 0 000 Reset Oty on Hand YTO Amts Gty on Order O YTD Qty YTO Sold E 14 795 00 Filename of Image Double Click to Select Ci VTP IMAGES CASKETS AURORA AI Inventory Report By Dates A Caskets i Vaults Inventory General Ledger Link Code cas Report Print Pricelist Clothing QuickBooks Income Item Description C Monuments Merchandise Casket Other Add Mew Item Delete this Item Back gt Export to Website Figure 61 Merchandise Screen note QuickBooks Income Item Description 4 That is it Now Terr
35. When finished you can Save use Revert only to cancel any changes you might have made in error Use the other buttons to navigate around the list Deleting duplicates if desired or Finding on any of the fields listed At this time the Print button should not be used until instructed by TerraPro personnel If you use Add the record may not appear on the list when Exiting the Edit screen but will be there next time you come into the Letters Envelope screen NOTES 53 Chapter Price Lists The FIC Rute ts completely supported by TerraPro You can maintain your price lists within TerraPro and then print them out for your families to review and use them when creating your bills so that all prices agree with your price list Select Price Lists from the Main TerraPro Menu and you will see the following GENERAL screen us General Price List Mima Select Item Setup Default Bill Frint For Yariable pricing enter negative 01 01 tem LINEO10 For Category Heading enter price of zero 0 00 Description Price General Price List These prices are effective as of January 16 2003 but are subject to change without notice PRICE LIST The goods and services shown below are those we can provide to our customers You may choose only the items you desire However any Duneral arrangments you select will include a charge for our services If legal or other requirements mean you must buy any item
36. change the dates for a particular survivor without affecting others 43 When dates for follow up are entered on these screens a report can be generated showing the past due contacts which need to be made At that time the After Care consultant can make those calls and record the results of the call With this system in place everyone who has access to the computer can see what is happening with each of the After Care recipients and step in to follow up in the event of a phone call from the survivor Report Designer psfp frx Page 1 ald O Connor Funeral Home Inc Post Service Followup Report Date 01 15 2003 Time 12 46 40 Name of PreNeed C Deceased Funeral Date Relation to Decease Informant Also MotherPersoh Responsible Marcella Haley Brent J Haley 2623 Saddleback Drive March 24 1998 Cincinnati OH 45244 Home Phone 513 232 2384 Poslmamceit Slower Dus Work Phone April 7 1998 Post Service Call Made Results Figure 31 Sample After Care or Pre need Soliciation Report As with all other TerraPro reports the content of this report can be edited if necessary You may wish to place this survivor on a mailing list for mass mailings If so use the main survivor screen tab and enter two letter codes to indicate your different mailing lists See Chapter Seven Envelopes and Labels for more details about mailing lists Protos Rote o If you are having any trouble understanding this fe
37. complete image and TERRAPRO document tracking system for a particular case It can be used to scan DOCUMENT documents related to the case such as military or legal documents which normally would be copied and placed in a file MANAGEMENT y p p E TerraPro Image Database Sea Select an image Click Image Name to see it Tribute Display Time A A A 4 15 EATERRAPROPDFYFILIAMENTO INS CLAIMPDF O Scananew Scan anew at Help EXTERRAPROUMAGESIFERN_LOGOJPG Picture Picture EXTERRAPROWMAGESIFLOWERSIELEGANTTRIBUTEJPG O JPG HER BEEN EATERRAPROIMAGESIFLOWERSIFTD LOVING REMEMBRANCEJA C Tribute Clear Music List JETERRAFROIMAGESIFEOPLEDAVIDHALDEMANT963 JPG C o O O I FATERRAPRO MUSICIBACH CHACONNE SHORTWWAV AddAdbobe Add Word F TERRAPROIMUSICWLIAS WAV PDF Document FATERRAPRO MUSIC PAGANINI MOSESFANTASY WAV i FATERRAPROIMUSICIBACH AIR ON THE G STRING MP3 Add Saved a Picture f Email Highlighted v Dbl Click on Picture to View Full Screen Document j Edit Picture Using J A wre Photoscape Play Pause Stop 4 High School Picture of David Haldeman A d Select Image Source lt Scanner or Camera E TERRAPRO IMAGES PEOPLE DAVIDHALDEMANLI 62 JPG Description Close It is also the place where a slide show tribute can be created for families who decline a DVD copy of a Tribute Video Your large screen TV or monitor can show this slide show broadcast wirelessly us
38. entered into comments obituaries fraternal or memorials areas You can Just type the text into the box on the search screen and TerraPro will recall that item and highlight the text using lt lt highlighted text gt gt delimiters TerraPro Search i Shii Last Name First Name Or Text Harding High School Search Figure 72 Searching for Text TerraPro Search Found in Obituary for David Haldeman Filenumber 1991 003 HALDEMAN David Joseph Mr Haldeman attended Mark Street Elementary School and Caledonia School and is a 1963 graduate of gt HARDING HIGH SCHOOL lt in Marion Ohio and received his Bachelor of Science in Education Music Major from Ohio State University in 1967 He was employed by the Pleasant Local School District the Mt Gilead Exempted Village Schools and Forest Hills Cincinnati School District as a music teacher In 1969 Mr Haldeman married the former Karen Sue Meister at that time County Extension Agent Home Economics for Marion County In 1972 Mr amp Mrs Haldeman purchased Vielhauer Pork Products located in historic Findlay Market in Cincinnati which they operated jointly until 1985 when Mr Haldeman became president of Terradise Computer Systems which he founded Mr Haldeman also served as president and Chief Executive Officer of Hemmerly s Flowers amp Gifts Inc of Marion Ohio Keep Op a this New Search Searching Case Figure 73 Search for Har
39. file along with any commands TPFORM DBF_ which tell TerraPro what data is needed to be gathered before the form is printed Because some versions of TerraPro support foreign languages a method of storing TPROMP DBF certain prompts and data headings was devised so that the text could be derived for other languages This file may or may not be used by your version of TerraPro Price lists are stored in this file Each branch can have its own price list ARINVTNN DBF 104 The default bill is stored in this file and it acts as a template for the other TPGOOD DBF default bills such as direct cremation or immediate burial or other package plans If you have the optional crematory program this file is used for information TPCREM DBF about the cremains This file contains the list of verses or prayers which are printed on memorial TPVERSE DBF folders prayer cards or other memorial merchandise The letters you can send to families contacts or businesses are stored here TPLETTER DBF Remember that FoxPro can store long text in Memo fields and using special commands that text can be merged with data This is a lookup table to assure that you are using the correct TPSTATES DBF abbreviations for the 50 states Lastly this file is used to list all the forms and cards in your system This file SYSTABL DBF is redundant in that it contains the same data as TPFORM DBF so it may go away in future versions of TerraPro Each of
40. for use on the laptop or other non networked computer TerraPro personnel can do this for you at a nominal cost EXTERNAL MEDIA 100 CREATE SPOUSE CASE RE NUMBER ARCHIVE CASES This allows you to add a new case for the spouse of someone you previously buried Family information common to both spouses is copied to save re entry Use this option carefully remember that family information can change in the time since the original spouse died Occasionally your file numbers may need adjusting This utility quickly re numbers any file number to another and checks to make sure you are not duplicating a file number already in existence Occasionally your case file may become overly large After about 6000 to 10 000 cases are entered the computer may slow to a few seconds refresh time when selecting a case If you think this may be a problem on your computer ask TerraPro personnel to create an archive company and move survivors to that company When needed the information will be copied from the archive DELETE PERMANENTLY RE INDE X Usually this is used only when a case was entered twice by mistake or when you entered a practice case that needs deleted Once you have used this function you will not be able to retrieve the data so be sure before proceeding TerraPro uses indexes to keep things in order ad provide a quick way to retrieve information It is possible that these indexes can get d
41. funeral that may raquire embalming such as a funeral with viewing you may have to pay for ambalming except in certain cases if any You do not have to pay for embalming you did not approve If you salactad arrangaments such as direct cramation or immediate burial If we charga for Reason for Embalming Langth of Tima Viewing The cemetery raquires the use of a concrete of steel outside bunal container The crematory raquires the use of a casket or an altamative container TERMS AND CONDITIONS Whan all goods and services that hava been contractad as part of your specific Pra Naed plan hava been paid in full sald goods and servicas will ba initiaized into a Homesteaders Life Insurance Company Pro Nood Policy Joseph P Sample Fumeral Home Ine will then guarantee the price of those specific goods and services at tha time the pre arrangement is made THIS DOES NOT PERTAIN TO CASH ADVANCED ITEMS DUE TO THE FACT THE FUNERAL HOME DOES NOT CONTROL THOSE CHARGES All cash advanced items which are charges that originate outside the funeral home are NON GUARANTEED ITEMS These costs ara put into a separate Homesteaders Pra Need policy under Non Guaranteed Items and will incur intarast over the length of the policy term but if said costs should axceed the policy s interest growth additional funds may be dua at the tima of naed Should interest axcead costs than a refund of the diffaranca will be issued to the beneficiary of the policy At the time of nee
42. in TerraPro Copy them down or better yet highlight them with the shift and arrow keys and then use CTRL C to capture the expression then use CTRL V to paste it into the expression builder when you are modifying reports Of course you could also refer to Appendix C which has them all listed but then you wouldn t have learned about the obituary format writer Oh yes as usual press ESCape to leave the expression list without choosing one See Appendix D for more about the Obituary Writer NOTES 92 93 94 Chapter Crematory The Crematory module ts available as an add on to TerraPro A separate company ect 3 02 02 Bul is setup for the crematory cases A special screen lets you import cases from your other Grouch Oscar branches or you may enter cases for cremation cases from other funeral homes You can then send statements to those funeral homes for the services rendered aad Write Obit Edit Current Case If the crematory module is installed you will have a menu choice on the TerraPro Main AEE Menu to open the cremation screens n SL Edit Bill Crematory The screen looks like this Forms Reports Forms Reports Card Shop Envelopes Labels Office Joseph P Sample Crematory Oscar The Grouch Doctors Clergy Lists Price Lists CREMATORY i Billing Process Log Emissions Monthly Statements Filenumber 2009 040 S Cash Receipts First Middle _ Last 2 Oscar The Grouch v
43. look at the finished product before we change the other captions To save your work we recommend pressing CTRL W This is the fast way to Save and Close at the same time You could click on File Save and then File Close but why click four times when you can do it all with two keystrokes Of course you could just press Escape to indicate you want to leave and then the program would ask Microsoft Visual FoxPro Discard changes to which you would have to answer No by clicking on No or pressing N and then click on File Save File Close anyway The only time you will use Escape is when you DO NOT want to save your work because you were playing around or made a serious error and want to leave the editing process before things get worse If you answer Yes to the above question then none of the changes we made would be saved and everything would be the way it was It s kind of nice knowing you have an out when learning new things isn t it 87 If you want to save your work in increments you can press CTRL S after making a change that you know is right then continue making other changes saving only when you know everything is ok You can choose File Preview to see what your changes will look like BEFORE PREVIEWING saving them This lets you try things without penalty of making a change you YOUR don t like CHANGES ee eee eee Report Designer idtag frx Microsoft Visual FoxPro Edit View Format Tools
44. number instead of the other way around DATA ABOUT DATA FoxPro is the leading database language used around the world to track information write programs and reports Most of the funeral home software available today is written in FoxPro and for good reason Its lightning fast data retrieval and simple yet powerful programming language make it the ideal choice Microsoft has a long term commitment to improving and marketing FoxPro and although you may not see it for sale in the computer stores it is behind the scenes in a lot of businesses tracking inventory sending direct mail fulfilling magazine subscriptions Even the Air Force uses FoxPro So you are in good company HOW IS DATA Data Tables are like ledgers tows and columns of data tabulated table ized Here is an example STORED First Name Last Name Address City State ZIP 1 David Haldeman 6404 Coffey St Cincinnati OH 45230 2 Karen Haldeman 6404 Coffey St Cincinnati OH 45230 3 Josh Haldeman 6558 Corbly Rd Cincinnati OH 45230 4 Trella Romine 1536 Whetstone Caledonia OH 43314 5 Jed Haldeman 2476 Adams St Columbus OH 43202 There are five records in this table data rows There are six fields data columns When you want to retrieve data you tell the computer which row to get the data from and then tell it what column you want to print For example the data in row 3 column 3 is 6558 Corbh Rd HOW IS DATA RETRIEVED Retrievi
45. of Dalh Chiman Stilinient p 5 AMS Drieloesiunis AIG Pages 1 3 ANG Pages dE AMERICO Insurance Amancan General Life Assurance Amencan corne Life Inturance Funencan lilt and Auccident PO Aunencin Mabir Insurance Co Forms to Print Tribute Family Advisor C Show Comments Forms Priniid K Renn America Lie haran Company Chim A Torn Higpit Foes BUCS KA prin VS 62278 Pel Rieatsune Jrreenca LA insure Cipa am Form Fegor Foes AA F FAH prinisd GSAT DEAH Ph Faria America Li kiuria Company Clam Fom Pipo Foma FL F Rea prinia SANANE cae NH mmu Assyriimheni of Proceeds Aghene Annuity amp Life Assurance Atlanta Life Ingurance Bankers Fidelity Bankers Lite amp Casually z uit Export Fom Purchase Mew Forms Online v Show Siandard Foes If there are no insurance claim forms in your copy of TerraPro a sample one from Standard Life Insurance is included and you can add it to your list by answering yes to the question that comes up when you choose Show Insurance Forms The ONLY way to add a new form is to CLONE COPY an existing form that is similar to the one you ate creating This saves you the time of creating a form from scratch Click on the form you wish to copy so that it is highlighted 78 Visual TerraPro Forms Printer Use mouse to select forms or start typing form name Forms to Print Click Once to Add to List Click Again to Remove from List Selected Forms SICAL ICI La clue s
46. or Discounts Pull down the Status list to choose a status for this bill optional The finance charge is calculated on the monthly finance charge percentage rate entered into your setup when TerraPro was first installed If you need to change it select Utilities Setup and change the percentage rate As with other entries you have the opportunity to Save Edit or Cancel By default the refund amount is the balance remaining on the bill Since most refunds are issued on a disputed amount this is the most likely amount Of course the amount can be edited Once again the discount amount is the balance on the bill Occasionally you may find the need to adjust a Pre need bill downward to match the contract amount or to discount the entire bill or a certain item Enter the date amount and description and an account number if linked to SBT Deleting an entry is done by clicking in the leftmost column Make sure the line says DELETED once you have deleted the payment Click the Edit Receipts Button to allow editing of previous receipts on the payment erid Receipts can be printed for each payment or for a group of payments The receipt printer is an extra cost add on which can be purchased using PayPal or your own credit card from this screen Just click on Print Receipt for details We see we can adjust the Sales Tax charged on this bill using the Tax Rate TAX RATE button Clicking the button labeled Change Tax Rate will highlight
47. plans where the charges are all included in a package price Here is how you setup those templates Make sure you are on the General Price List screen select Price Lists from the SETTING UP Main TerraPro Menu Then click on the button at the top that says Setup DEFAULT Default Bill You will see the following screen BILLS n TerraPro 6 40 54 Multi User 01 Donald O Connor Funeral Home Inc Cincinnati OH 4 478 Cases On File Billing Select Billing Format to Setup M Modify browse Billing Format Figure 44 Setup Default Bills This screen has only a few choices You can decide to Cancel and leave it Or you can use the mouse to pull down a list of existing formats We ll get to the other button in Appendix A Behind the Scenes 58 Setting up Default Billing Templates Select Billing Format to Setup Click on arrow to see list Complete Service with Burial Cremation Full Service Cremation No Service Cremation Part Service Default Statement of Goods Funeral Day Prior Funeral Same Day rowse Billing Format Sna Figure 45 Billing Format Drop Down List The above screen shows one possible setup with different default bills for different funeral types Selecting Funeral Day Prior we see the following Setting up Funeral Day Prior Qty Merchandise i Tax Y 6 50 Y 6 50 Professional Services Price Tax Basic Services of Funeral Direc 1562 00 KAri SS sy j E 6 50 4
48. serving the farly utility Just place the picture on the scanner push this button crop as necessary and accept the picture It will automatically be placed in the TerraPro Images People folder so that all your network users i Monthly Statements ASD ieee can access the picture newspaper or other email Cash Receints P Vote Online Osta E TOA POO WLLE SPE CELERON AL CALE ony recipient Utilities p r Funeral Home Central ite Glick to tanec image You can also Double NEE r Wiebke Etornal Click the filename wikia box under the picture vouded in death ty an uncle Meironymous Bosch re Check foe Update ee ee to assign an already Optional TerraPro can link Eat Survivors Manage Other Images and scanned or emailed this data to ASD x Qui ee j Mods Obituary Format PrinvFax Spell Check picture Answering Service for Marquee Directors and our own Tribute meer POLETE Bpecial Charactors 4 Votive Online TerraPro ce a to save you precious minutes re typing data Figure 6 Obituary TerraPro allows you to store three different obituaries for each case Click on the Obit1 Obit2 or Family buttons at the upper left and you can create a long obit a short death notice or a family listing quickly When you choose to email the obit to the newspaper first click Obit1 Obit2 or Family to select the obit you will be emailing The photo you scan can be edited to apply frames fuzzy borders c
49. the Tax Rate box where you may change the tax rate or the Total Taxable Amount along with the Actual Tax Charged This is particularly handy when transitioning from a manual to the computer system as many times the tax is rounded differently when calculated using a calculator It has to do with whether a total taxable figure is calculated then multiplied by the tax rate or whether each item s tax is added together 67 DATE NET DUE DAYS DO NOT SEND STATEMENT SHOW COSTS ENVELOPES amp LABELS START OVER The date of the bill can be changed to reflect your wishes in aging this bill By default today s date is used when the bill is created Edit the date as need for proper aging of this bill If you wish to adjust the number of days before the bill is considered past due change the Net Due Days This bill will be aged accordingly The default net due days is controlled by your setup under the Utility Menu TerraPro will allow you to send monthly statements automatically see Utility Menu However in some cases you may want to avoid sending out a statement for a particular customer If so check this box If you have entered your overhead costs with optional costing module TerraPro will calculate your gross profit on an individual bill allowing you to make decisions about your pricing and costs Click here to see your profit You can print an envelope after printing the bill by clicking
50. the claimant View WA Form VA FORMS A US Whenever you see the above button you can double click it to bring up the actual VA form in Adobe Acrobat format from the VA website If you do not have the Adobe Acrobat Reader it is readily available for free download from Adobe s website www adobe com Having an original blank copy of each of the veteran s forms right here in TerraPro is an easy and convenient way of using it for reference or to give to the family This screen allows you to enter the actual amounts due the claimant for BURIAL parts I HI and IV See the actual VA instructions for details BENEFITS Il 15 TerraPro Case Data Vital Statistics Disposition Service Obituary Benefits B gerits HIV Marker Marker if PART II CLAIM FOR BURIAL ALLOWANCE 13 BENEFITS REQUESTED 14 IF DECEASED VETERAN S SPOUSE DID YOU PREVIOUSLY RECEIVE AVA BURIAL ALLOWANCE C NON SERVICE CONNECTED DEATH SERVICE CONNECTED DEATH L YES JNO 15A DID YOU INCUR EXPENSES FOR THE VETERAN S BURIAL OR INTERMENT JYES JNO 15B ARE YOU SEEKING BURIAL BENEFITS FORAVETERAN S NON SERVICE CONNECTED DEATH OCCURING ATAYA MEDICAL CENTER NURSING HOME WITH AVA CONTRACT OR OTHER WA FACILITY YES INO if yes provide actual burial cost 2 650 00 PART Ill CLAIM FOR PLOT OR INTERMENT ALLOWANCE 17 WAS VETERAN BURIED INANATIONAL CEMETERY OR 18A DIDAFEDERAL STATE GOVERNMENT OR THE VETERAN S 18B AMOUNT OF GOVERNMENT
51. the structure what data fields ate in the file so that any changes to data fields are made in this file and this file is updated whenever you run the automatic update Because you can have up to 99 branches for which you track data and the data is stored in separate files for each branch TerraPro assigns a number from 01 to 99 to each branch and appends the number to the case files name to keep the data separate When you select which company or branch that you want to work with you are really saying Open the files that end in 01 or 02 or 03 etc Some of the files are used by all branches in common such as the staff listing the list of forms used the locations of various nursing homes hospitals cemeteries etc and other system wide data Next the staff file is opened in order to provide lists for choosing Funeral TPSTAF DBF Director Embalmer Doctors and Clergy This is a file common to all branches o so when a doctor is used at one branch he can be selected from another branch without re entry The locations file is opened providing pull down lists of Cemeteries Hospitals TPLOCA DBF Nursing Homes and other locations you have used in the past Knowing the relationships between people are critical in the funeral business In TPRELA DBF order to standardize these relationships a series of two character codes is used Here is where they are stored The names of the forms you use are stored in this
52. well as parents spouse s siblings and children This information can then be electronically submitted to the proper state authorities websites Remember to pass your mouse over each field for tips on entering data into that field The Survivors screen and the Case Data screen as described in the U S version in this manual can be accessed by RIGHT CLICKING the menu choices Edit Current Case and Edit Survivors in the Australian version 131 Index Accounting Software Merchandise Items 74 QuickBooks 73 Setup 73 Accounts Receivable Report 42 Acknowledgement Cards 31 Add Case 4 adding branches 110 After Care 43 47 ALLTRIM when to use 90 Arrangement Conference entering date and time 6 ASD 14 Australian Version 130 backup changing interval 110 bill number assigning next 110 billing 63 allow description edit 106 date 68 discounts 67 entering payments 66 finance charges 67 Item not on pulldown 56 65 modify billing format 106 monthly statements 101 more than one person 64 person responsible 64 printed bill formats 69 starting 63 templates 58 bills modifying format 68 types 60 Burial Benefits filling in form 15 Cards adjusting 34 Edit Data 35 photographs on 39 printing 31 CardShop changing data folder 110 Header Editing 122 Case List Order 6 Casket Pictures 57 Cemeteries editing lists 21 cemetery lot section grave 37 centering 132 ver
53. 36 00 f ii i 00 hv RACES Other Preparation of Remains 208 00 eile 0 oo g Kani Y 6 50 0 00 0 00 9 Kikii 5 E 0 00 0 00 Ani 0 00 Cash Advances Facilities Z Viewing Vistation Per Hour lk 75 00 KA EI Funeral Ceremony 370 00 Mian 0 00 f panty 6 00 0 00 0 00 4 00 S Certified Copies of Death Certifica Y 0 00 E 0 00 6 50 0 00 0 00 0 00 0 00 E 0 00 0 00 0 00 Automotive Transfer of Remains 7 0 00 EE Funeral Coach Hearse 0 00 14 Flower Utility Vehicle 00 F E 6 50 Other Services EI 0 00 Alternative Services EE Y 6 50 Print List of Copy to Preneed Total Taxable Amount Selected amp Other Change Tax Rate Items Branches a Total Tax Figure 46 Setting up Default Statment of Goods Total Amt of Bill This screen contains the charges that will appear for a standard funeral with a prior day visitation Editing this screen looks and feels exactly like editing a bill for a specific client but only serves the purpose of determining the standard and usual charges which will appear on a bill when first created To edit this screen click on any item You can type a different price or right click or press the function key labeled F3 to choose a different service from the General Price List Pressing Enter on the price will jump to the next item where you
54. 45206 OH 45220 OH 45267 OH 45224 Cincinnati Cincinnati Cincinnati Figure 38 Mailing List Screen Your mailing list is made up of all the Doctors Clergy and Staff you have been entering as you enter Case Data In addition whenever you place a survivor on a mailing list by adding up to 10 two character codes in their record they will appear on up to 10 mailing lists It s up to you to define the codes you create for these lists TerraPro will maintain your code list for you Choose the list you want by clicking on one of the check boxes The box labeled Select will let you choose from your mailing list codes you defined on the Survivors Screen To choose a name you can just start typing the last name The list will automatically move to the letters as you type them so long as you do not pause too long between letters When you get close switch to the arrow keys or mouse to make the selection Clicking on the name and then clicking on Paste will paste the name and address on the label or envelope you selected previously You can also press the space bar twice quickly to paste the name Highlighting the name with the space bar ot mouse also allows you to Edit the name SA ADDRESS BOOK Choose Name by typing Last Name press SPACE twice to S OK 315 F 6 A M Joppa Lody amp Stern Pierce 6931 Arlington Rd Suite 400 Bethesda MD 20814 Ridge amp Madison Roads 3020 Hospital Drive 110 3020 Hospital Drive 110 Adams
55. ACT RELATIONSHIP Spouse NAME Georgia May Foolery ADDRESS 993 Roo Way TOWN SUBURB STATE POSTAL CODE Springtown VIC 4439 HOME PHONE 34 3 1121 CELLPHONE 61 3 3444 2222 EMAIL gmf gmf com Click here to continue The 2 tab of this screen includes setvice information VITAL STATISTICS lt RIGHT CLICK TO USE EVENT CALENDAR SERVICES SERVICE DATE AND TIME 27 September 2014 4 00 PM CREMATION BURIAL Cremation v Crematory Greater Cincinnati Crematory v Cemetery Notes about Ashes Marion Cemetery y Cemetery Location City State Zanesville Ohio Notes about Disposition Place of Inurnment Scattered in the Olentangy River at T Inurnment Town Suburb State 1536 Whetstone River Road SECTION GARDEN2 LOT 17 CHAPEL CHURCH Joseph P Sample Funeral Home Inc y VIEWING ROSARY Saturday 27 September 2014 from 2 01 PM 4 30 PM at Joseph P Sample F CELEBRANT CLERGY ADD L CELEBRANT CLERGY FUNERAL NOTICE Probos Robert David preceded in death by an uncle Heironymous Bosch American Kidnev Fund 6110 Fxecutive Roulevard Suite 1010 Rockville MP DEATH NOTICE Ethan Allen Probos age 65 died Monday September 20 2010 at his resid Click here Continue a irk intaiirelnneol to Billing Selections ENTER Births Deaths and Marriages BDM From these two screens the user can access the Event Calendar and Billing Screens The BDM button allows the entry of Birth Death and Marriage information as
56. Atlanta GA Prepaid Notes Have casket at airport by 11 PM Saturday September 29 A complete database of all airports in the world is included with this feature The schedule can be printed 115 Joseph P Sample Funeral Home Inc 6404 Coby St Cincinnati Ohio 45230 Flight Schedule Name of Deceased David Joseph Haldeman First Leg Harve casket at airport by 11 PM Saturday September 23 Airline Delta Fhght 1564 Pr ap aid Depart DAY James M Cox Dayton Intl Airport Dayton OH maburday O9 S0 2006 12 00 00 AW Amive ATL Atlanta Hartstield Jackson International Airport Atlanta GA caturday O9 S0 2006 12 00 00 AM second Leg Airline Delta Flicht 1062 Collect Depart ATL Atlanta Hartsfield Jackson International Airport Atlanta GA Saturday 0302006 12 00 00 AM Arrive SRO Sarasota Bradenton Intemational Airport Sarasota E radenton FL Saturday 09 30 2006 12 00 00 AM Third Leg Please make sure they get the casket off the plane in Botosani Awhne Betswana Fight 2489 Prop aid Depart SRG Sarasota Bradenton Intemational Airport Sarasata Bradenton FL Menday 100 S007 12 00 00 Abt Amive DD Botosam Tuesday 10 02 2007 12 00 00 AM Print Preview oS o ooo Mmj gt gt Pom BS 116 FLORAL TRIBUTES As an added service for your families digital photos of the flowers can be taken and recorded within TerraPro A list of the tributes complete with photos can then be given the family for acknowledg
57. Bob Alper i ad wi Rev Horatio Robinson Thou anointest my head with ail prej my cup runneth over r g Surely goodness and mercy shall follow me ree eee all the days of my life and I will dwell Marion Ohio in the house of the Lord for ever Arrangements by Choose Card Memorial Folder Choose Verse Psalm 23 EO Joseph P Sample Funeral Tome Inc Figure 21 After choosing a card these buttons appear and the card information can be edited If the card looks good just click the Show Print Card in the top left corner of the screen and print on your card stock See item If you need to change the data you can type over it on the screen or use the Edit Card RTF option EDIT CARD RTF 32 The layout of the card can be changed along with new data and font changes Click on the Edit Card RTF button and you will see the following screen IN MEMORY OF x Robert David Probos Quit Tribute Center Shlomo Kaditz DATE BORN Insert Picture February 21 1936 DATE DIED June 30 2015 MASS OF CHRISTIAN BURIAL Trinity Baptist Church Thursday July 2 2015 11 00 AM Modify Layout of 7MEMORIALFOLDER FIRX Font Properties Font Name Arial 14 OFFICIATING Rabbi Bob Alper Rev Horatio Robinson F Jobn Johannsen CREMATION Marion Cemetery Character Properties BE EE Offset o O Protected Arrangements by Joseph P Sample Funeral Home Inc UPPER Case Proper Case
58. Department of Veterans Affairs APPLICATION FOR STANDARD GOVERNMENT HEADSTONE OR MARKER Con t 16 ARE YOU Z Next of Kin AUTHORIZED REPRESENTATIVE ON BEHALF OF DECEDENT Include Written Authorization C AUTHORIZED REPRESENTATIVE ON BEHALF OF NEXT OF KIN Include Written Authorization 13A NAME AND ADDRESS OF APPLICANT 13B DAYTIME PHONE 14 Email Address Optional Ivan Henry Probos 12576 Caledonia Northern Road Caledonia OH 43314 19 NAME AND ADDRESS OF BUSINESS CONSIGNEE WHO 20 DAYTIME TELEPHONE NO 21 NAME AND ADDRESS OF CEMETERY WILL ACCEPT PREPAID DELIVERY Mo street city State and ZIP Code PO BOX IS NOT ACCEPTABLE 419 845 2141 Mt Washington Cemetery 2030 Sutton Avenue Cincinnati Ohio 45230 Ivan Henry Probos 419 845 2141 12576 Caledonia Northern Road include Area Code Caledonia OH 43314 Right Click to Edit Cemetery Information 27 REMARKS Available optional inscription space may be limited by type of marker 26 CHECK BOX BELOW IF REMAINS ARE NOT BURIED AND EXPLAIN IN BLOCK 27 A e g lost af sea remains scatfered efc C REMAINS NOT BURIED yv STATE VETERAN S CEMETERY AHD GRAVE LOCATION Cemetery Use Only 29A SECTION GRAVE GARDEN2 aronM 40 1330 APPLICATION FOR STANDARD GOVERNMENT HEADSTONE OR MARKER Figure 11 VA Marker Application I Once you have learned how each of the screens in this chapter works you are well on your way to mastering TerraPro The remaining c
59. Donald O Connor Funeral Home Inc Cincinnati OH 4 478 Cases On File In Memory of The Twentp Third Psalm ne is OS 2 OJ Oy The Lord is my shepherd I shall not want Seromeelee Wi Yr Of a He maketh me fo lie down In green pastures He leadeth me beside the still waters He restoreth my soul He leadeth me in the paths of righteousness for His names sake Yea though I walk through the valley a Died 3 2 G Fizi of the bay i aie a a ni no evil A nindes G5 GOOR Thy rod and Thy staff they comfort me Thou prepar est a table before me i in fhe presence of mine enemies E WEES C anent OB ra ZA Thou anointest mp head with oil my cup runneth over Service Surely goodness and mercy shall follow me Z pe all the days of my life and Iwill dwell Born Py a amp cleler SG SGD Age FND S oe Z uy HDA ae Y EAR A Z EIA JIC 2002 in the house of the Lord for ever OY Sw C Dy BO AA Hith om Methodist FO FO RL Li lf Officiating Cy ECT CF YY A AA TT Oraret Donald O Comor Funeral Home Inc i sta rt cag Manual doc Mi a TerraPro 6 40 5 W Untitled Paint ia 7 Figure 22 Show Card brings up a preview of the card with print option in this case data is different to show unlimited combinations of fonts and styles This looks pretty good but the verse is a little small and not centered vertically very well Let s close this up using the print dialogue box exit button We call it going
60. E CASES Comments 3 a N founey at Beach ALLTRIN CASES Cneydrachi Graves County of Residence Deceased cone SURVIVOR SSE S o oOo all Dare of Eirth leng form Jeary 26 1945 0kucupdate CASES Birthdate Tanuacy 26 L945 tare of Birch share form JAN 26 1945 fiishorrdane CASES Pirchdace Tas 26 198 potea ic Vernon ahd paptape dH Recod MIN Rec Urbach OVA MUM You can scroll down through this list and choose any FoxPro expression that gives you the data you wish to see Scroll to the appropriate line and press CTRL W and the expression will be pasted to the empty line For a complete list see Appendix C Note that the value of the expression 1s calculated and presented in the third column far right It is also possible to add new expressions to the list use CTRL Y to add a new line You can cut and paste an expression that is close to the one you want and then modify it To find out how to use a user defined function they start with f0 put a question mark in quotes right after the first parentheses When you leave the field a message will pop up showing the usage of the function Microsoft Visual FoxPro FOfield FUNCTION This Function looks up a survivor veteran or staff member and returns whatever information you need From the file USAGE fOfield mfile mrelation mF FOR EXAMPLE fOfield SURVIVORS FA PHONE would find the home phone of the Father Since almost every field in t
61. Figure 75 above with Figure 74 previous page Some words are the same such as the captions below the lines Others seem to be some kind of code The captions are text and within TerraPro cannot be edited However they can be formatted or deleted Lets change the caption labeled Name of Deceased so that it is bold face type Click on top of the words Name of Deceased and they will be selected You can tell they are selected because four little handlebars appear at the corners of the object An object is one of the items shown on the screen such as deceased Date of Birth etc 85 DPE er Lesher eel cer earl ers er Fage Header deceased Mame of Deceased Oshortdate CASES fOshortdate Date of Birth Date of Death Now pull down the Format Menu at the top of the screen by clicking once on it Report Designer idtag frx Microsoft Visual FoxPro Ta File Edit View PRE Tools Report Window Help Page Header Size 0 deceased Horizontal Spacing Name of Deceased Vertical Spacing Oshortdate CASE Date of Birth Bring to Front CrlHG SSN Send to Back Ctrl 1 social Security Ho ALLTRIM CASES Cemetery Snap to Grid Im0cname Set Grid Scale Funeral Home 2 Text Alignment r Fr F0 F F 3 Mode When you open the Format Menu slide the mouse down to highlight the Font choice Notice that it has an ellipse after it That means choosing it will bring up more choices Go ahead an
62. Her selection of services and merchandisa This agreement is binding on the Heirs Admimistrators Executors Successors and assigns of the partias and is subject to the Illinois Funeral or Burial Funds Act under which this funeral homa is and will remain licansed and Bonded Billing to ACCEPTANCE The funeral astablishmant agrees to provide all Karen Sue Haldeman services merchandise and cash advances indicated on this statement 6404 Coffey Street Cincinnati OH 45230 p Home 513 232 4076 Work 513 232 4076 j a Signad X Cosigned X cosigqnad X Figure 58 Pre need Contract Statement of Guaranteed and Non Guaranteed Items 72 Linking to Other Accounting Software TerraPro links its Accounts Receivable data to Intuit s QuickBooks If you have QuickBooks and would like to link to it our staff can help you make this happen If you would like to do it yourself the steps are as follows 1 Indicate to TerraPro that you want to link to QuickBooks by going to the Utility Menu Setup and checking the box indicating you want to link to Accounting Software Choose QuickBooks and then double click to navigate to the path where the QBW file your company data in QuickBooks is installed If you are on a network you need to make sure all users have access to that folder You will also have to setup Sales Tax Rates if your branches charge different sales tax rates Default City State amp ZIP Cincinnati Default County Hamilton
63. ICtNes dee beteres eases ewes TIF UPPER VETERANS Vetservice V XX Veteran s Service XX if WW LacscaceeaeneaGunseuae ac TIF UPPER VETERANS Vetservice 1 XX Veteran s Service XX if WW LE occ i odie eee ew be Sa ed IIF UPPER VETERANS Vetservice 2 XX Veteran s Service Serial Number sees saws ees cea ws ALLTRIM VETERANS Servicesn Veteran s VA File WumMber 2266 ese eee eu eaewe eee eee as ALLTRIM VETERANS Vafilenum Veteran s War or Period of eb V Oe wa oe toe o s be oe S06 os ore fOvetservice VETERANS Vetservice Visitacion Daye and Tames sc thee ose eb oe Oe be ee oe Oe aes ALLTRIM CASES Visitation Words Funeral Direc Ores ou cbebeteie kebab ehekewa mas Funeral Director ZIE Wea Funeral Ta SC Oi Cee ia eoe heen se a hn ae ae fOzip STAFF F1 AE Tn OT eae a Sagas ae caeas e Pa eas Baa a Oa ca Pee 0zip SURVIVORS IN 114 Appendix D Supplemental Screens FLIGHT INFORMATION You can enter information about flight schedules complete with notes for the attendant accompanying the body to the airport Having this information handy with the case information can avoid confusion about schedules Flight Flight Information Leg Flight 1564 Airline beta Depar Day amp Time 09302006 12 00 00 4M Depart Airport James M Cox Dayton Int l Airport Dayton OH Arrival Day amp Time 09 30 2008 12 00 00 AM Arriveair _Atlanta Hartsfield Jackson International Airport
64. LINE CASES Comments 1 MLINE CASES Comments 2 MLINE CASES Comments 3 ALLTRIM CASES Cntydeath fOcounty SURVIVORS SE fOlongdate CASES Birthdate fOshortdate CASES Birthdate fOlongdate CASES Burialdate fOshortdate CASES Burialdate Date of Death long form January 26 1994 Date of Death short form JAN 26 1994 Date of Funeral Service as entered Date Today long form like January 10 Date Today short form JAN 10 1994 Deceased s Birthplace City State Date of Birth Date Date Numbers of Burial Numbers of Death Numbers Name First Middle Last Deceased s Name First Middle LAST Upper TIF EMPTY CASES Middle ALLTRIM CASES Middle Deceased s Name Last Deceased s Deceased s Deceased s Deceased s Deceased s Residence AddreSsS cee eee ee eee ees Deceased s Residence City State ZIP Deceased s Residence SCIGEL acter eee eel Geareeies Deceased s Residence State Only 2 08 Deceased s Residence ZIP Code Ondyi wi a5 te eS se a5a Deceased s State of Death DESO CS TELON sla cha Gol as sar a Gara acl avian tn st Eitan a Gielen Gerke atts Gels aks Gls ach Goda Education Level of Deceased PYamary 4 ava aterdeatarsaws Education Level of Deceased Secondary Embalmer s FAX function can call any field Embalmer s License Number Embalmer s Name EFEather Op meDI216l 7 ho1 16 ee ee ee a a a aria
65. LTRIM SUBSITR SYSDATA ADDRESS 36 35 mOcname fOfield SURVIVORS IN FAXPHONE fOaddress SURVIVORS IN fOname SURVIVORS IN fOzip SURVIVORS IN TIF UPPER CASES Inside Y Yes IIF UPPER CAS ALLTRIM CASES Marital ALLTRIM CASES Memorials fOname SURVIVORS MO fOmemo CASES Obituary TRIM CASES OCCUPATION TIF NOT EMPTY CASES ORIGIN IIF EMPTY CASES ORIGIN X ALLTRIM CASES ORIGIN fOaddress SURVIVORS PR fOcsz SURVIVORS PR fOname SURVIVORS PR fOphone SURVIVORS PR fOphone SURVIVORS IN t fOworkphone SURVIVORS IN fOphone SURVIVORS AT fOphone SURVIVORS CE fOphone SURVIVORS C1 fOphone SURVIVORS C2 fOphone SURVIVORS IN pEXX Ep ry fOphone SURVIVORS PR fOphone SURVIVORS PR fOphone SURVIVORS SP ALLTRIM CASES Institute LIF UPPER CASES Placdeath DOA X ALLTRIM CASES Place ALLTRIM CASES RACE fOrelation NC t fOmainrelation IN IIF UPPER CASES Sex M Male Female ALLTRIM CASES SSN Spouse s Name maiden name if male deceased aa ha ere ae haa a ak oe oR a ee ep ak ek AN he ee LIF SUBSTR CASES Marital 1 1 M IIF CASES Sex M EOname SURVIVORS WM fOname SURVIVORS SP None Spouse s Social Security Number lt 1svuscuscuduaseadaas ALLTRIM CASES SpouseSSN State First Funeral Direeror i s c a ard ard ded dca aed ade dee acd eea fOsta
66. List If you prefer to have ALL caskets from your casket vendor call TerraPro support to get help with adding an Excel or other electronic format list If you use Batesville or Aurora Caskets and enter Batesville or Aurora as the vendor TerraPro can link to the E Litho or Digital Litho programs from those vendors to use the vendor supplied pictures descriptions etc 57 Printing Prce Lists The FTC funeral rule states that you must have your price lists available for public inspection These include the General Price List and Casket and Vault Price Lists TerraPro comes with a standard format for price list printing but you can choose from several formats or have our staff design one to fit your needs Default Bills The word default when applied to computer programs means the data that shows up automatically without having to enter it Usually this data is provided by the programmer who anticipates this data based on other data you may have entered Default Bills can be very useful The charges that you normally use can be setup in advance so that when you are entering a bill you don t have to enter these charges Of course you can modify any bill to add or subtract charges so the Default Bill or Biling Template is merely a tool to make your job easier You can have as many Default Bills as you like For example you can have a bill setup for Direct Cremations or one for Immediate Burials Perhaps you sell package
67. NISH AMERICAN Owwt Oww C KOREAN CONFLICT Q MARINE CORPS _ COAST GUARD Arm AFTER 1 31 55 VIETNAM ERA _ OTHER Specify Y O OTHER Specify 4 CONDITION UNDER WHICH VETERAN WAS RELEASED FROM SERVICE Check box See Item 2 Instructions on Reverse amp VETERAN OF A MWR MEXICAN BORDER SERVICE OR OF SERVICE AFTER 1 31 55 O C BY DEATH IN ACTIVE SERVICE AFTER MAY 27 1941 AND FLAG NOT DISCHARGED OR RELEASED FROM ACTIVE DUTY UNDER CONDITIONS OTHER THAN FURNISHED BY SERVICE DEPARTMENT PEPEE O D SEPARATED FROM PHILLIPINE MILT ARAY FORCES UNDER O B DISCHARGED FROM OR RELEASED FROM ACTIVE DUTY IN U S SAMED FORCES CONDITIONS OTHER THAN DISHONORABLE AFTER SERVING WITH THE UNDER CONDITIONS OTHER THAN DISHONORABLE AFTER HAVING SERVED AT LEAST UNITED STATES IN SUCH FORCES UNDER THE PRESIDENT S ORDER OF ONE JULY 26 1941 AND DIED ON OR AFTER APRIL 25 1951 5 NAME OF PERSON ENTITLED TO RECEIVE FLAG 6 ADDRESS OF PERSON ENTITLED TO RECEIVE FLAG 7 RELATIONSHIP TO DECEASED Thelma Kay Probst 9894 Garaga Lane Wazoo IA 78747 P Spouse PERSONAL DATA OF DECEASED To be completed if possible PO 8 VAFILE NUMBER 9 SOCIAL SECURITY NUMBER 123 45 6789 11 DATE OF ENLISTMENT 12 DATE OF DISCHARGE 7A DATE OF BIRTH 10 SERVICE SERIAL NUMBER 8A DATE OF DEATH 01 08 1942 01 07 1946 01 26 1945 879283992 15 DATE OF BURIAL 16 PLACE OF BURIAL Name of cemetery city state 09 27 2014 Cincinnati Ohio 17 REMARKS
68. Obituary Fami Maldemansinee Meister loving father of Jedediah Thaddeus Haldeman 404 Fiir rvvairry Benjani Jacob Haldeman Sarah Hdary Sapp Iochaa Joseph Flava DTI This will bring up a pulldown list of the types dayeet Haham Susmak Eheabeth M Haldeman brother of Kats Haldeman Ep anr Yiia Tria obie i Sends gandfather of Thaddear Cand Sapp Crystal Shanda Lesar Dee Lon f b fi h d send Web Arn Haldeman great grandfather of 3 et O O ituary ormats you ave store on your pager Aged 1 2008 Age 62 years Resdence Cocumat Fimeral Serate at Truly SS Baptisi Church om Fredey Aged 4 2008 at 10 AM Frends may call Tuesday e Apel i fom 4 00 PM to 00 PM Cremation at Cincmnah Cremation Compay computer o aha Crema Ohi Mendrads miy he made to Amencan Cancer Sonenloseph P Diim Bii Sunphe Funeral Home Inc serving the foraly wunne caemplelmerahhome com Update Wiebe i m Tea eee 1 Penaia of Scan A Terrain Ubil uary Designer Ermas iit rage Deut l Choose Obituary Format Preceded in death by hig father Walter Haldeman and his umele Harold W Rockwell iek tn ast and his stepefather Psy Apm ne Emt Burvienns Printa Mody Obinsary Format Bene Check Today ic Tuasday Agail 33 J h m Manage Shoot hit i Kar Co Gaunt vents ballia aLi Bandaed Obi Standaed wilhow Too If you choose Standard Obit the one which CTRL O writes by default something like th
69. Pre Need contract looks like this with Guaranteed and Non Guaranteed items separated Joseph P Sample Funeral Home Inc Inc 6404 Coffey St Cincinnati Ohio 45230 613 484 9729 PRE NEED FUNERAL CONTRACT Arrangements For David Joseph Haldeman Date January 26 2007 Arranged by GUARANTEED ITEMS TOTAL 1310 00 eee NON GUARANTEED ITEMS aaa of arene ester asia piap 4 CASH ACCOMMODATION ITEMS Other Preparation of Remains 203 00 Certified Copies of Death Certificate 10 00 Viewing Vistation One Day 57500 Bural Transit Permit 3 00 Funera Ceremony 370 00 Flowers 0 09 Transfer of Remains to funeral home mortuary 160 00 Cemetery 0 00 Funera Coach Hearse 254 00 Newspaper Notices 426 00 Flewer Utlity Vehicle 107 00 ergy 100 00 Limousine 137 00 Taephone Charges 76 39 Transportation Changes 100 00 TEAR 3609 00 Paid in Advance 1485 26 2 ALTERNATIVE SERVICE SELECTION TOTAL 2900 64 TOTAL SUMMARY 3 MERCHANDISE SELECTED TOTAL FUNERAL HOME CHARGES 5019 00 THiHtin Lae SALES TAX 91 65 Va DaVinci Bronze Casket 0 00 Wilbert MONTICELLO 1210 00 lc aoe Acknowledgment cards 100 100 00 Diii Register Attendance Books 0 00 Memorial Folders Prayer Cards 0 00 RegisteriAttendance Books 0 00 Bail Seabees Visual Tribute Program included with Comglete Service ooo 1025 2007 From howard 200 00 Additional Prayer Cards 0 00 10 25 2007 From Mary Hecker Estate 300 00 Clothing 0 00 10 27 200 From lvaloo Hemmerly Estate 400 00 DISCLOSURES If you selected a
70. TERRADISE COMPUTER SYSTEMS INC TerraPro Professional Funeral Home Software TerraPro User Manual TERRADISE COMPUTER SYSTEMS INC TerraPro Instruction Manual This Manual Written by David J Haldeman Author of TerraPro Professional Funeral Home Software Revision 13 July 2015 For TerraPro Version 9 12 00 and above 2003 2015 Terradise Computer Systems Inc 6404 Coffey Street Cincinnati Ohio 45230 Phone 513 484 9729 haldemandavid gmail com http www terradise net Entire Manual Copyright 2003 2015 by Terradise Computer Systems Inc 6404 Coffey Street Cincinnati Ohio 45230 513 484 9729 All Rights Reserved This manual is supplied separately from the TerraPro program and sells for 75 00 Replacement manuals and or sheets ate available at the address above The current version of this manual can be downloaded free of charge as a Microsoft Word Document or Adobe Acrobat PDF file from our website at www terradise net Table of Contents USING FT CIV AP lO ciai 1 Using the Right hand Mouse ButtoOn ccssscsssessessceesseeeneas 21 Printing FORMS sssaaa dranndan hasada niian anaana aiaa aai nanana 29 C ardSNhoOpD aini A 31 Printing REportS wississsscsisicccscsuieawevandnananaaedwedevedewidewetedesedeunies 41 PPC EG NG aiaa vs Gracin as eee vals wade casewanensecudauniauenonapans 43 Envelopes ANG LADEIS sssssss22222222s2unnnnnnnununnnnnnnnnnnnnnnnnnn 50 Price LISUS cissi NA 54 BUG scissivsa
71. aPro will automatically update QuickBooks whenever you make changes in a bill Payments and adjustments will also be sent to QuickBooks 74 NOTES 75 Chapter Insurance Policies Insurance forms can really slow your day down Wouldnt it be great to enter the insurance information in one place and then print the appropriate form Read on Note Not every insurance company s forms are included with TerraPro but any insurance company s forms can be added We will show you how to scan a new form add it to the list of insurance forms and populate it with the appropriate information Anyone who has ever filled out a form who hasn t is familiar with the idea of FORMS AND forms and data A blank form is filled in with data that you gather and place in the DATA correct areas of the form Same applies here Getting a form into the computer is simple You use your scanner or hire someone to scan the forms for you save the form as either a jpg or bmp type file both work with TerraPro and so does a png file You add the form to the TerraPro list of forms You modify the form and add the appropriate data items 5 Turn the page to get started WHERE DO GET FORMS Typically you can call or write an insurance company and ask them to send or fax you a Life Insurance Claim Form Many insurance companies have their forms online For example Standard Insurance Company s Proof of Death Claim Form is available a
72. amaged and unexpected results will happen If you see any errors like Index does not match database or other index related problems try the Re Index before calling us This may fix the problem Since indexing requires exclusive use of TerraPro data files you must make sure NO ONE ELSE HAS TERRAPRO OPEN ON THEIR COMPUTER before te indexing SETUP MONTHLY STATEMENTS LOAN CALCULATOR WHAT S NEW BURIAL PERMIT Setup is covered in Appendix B This function allows you to print monthly statements for everyone in the Accounts Receivable List You are given full control over which bills to print and what billing format to use You can even print labels or 2 or 3 up statements on special perforated stock This is a quick way to provide for financing for your clients so that they might pay their bill over time You can enter the financed amount the percentage rate and the leneth of the loan and then print out an amortization schedule Every version change in TerraPro comes with a listing of the changes made since the last version It is helpful to read this list to keep up with changes in the program TerraPro can handle Burial Permit Tracking for Deputy Registrars This option is extra cost and can be added to your system upon request 101 m If you have purchased the option crematory package for TerraPro this will allow CREMATORY you to access it This is for TerraPro personnel to u
73. ame Choosing the Type will fill in the Type of Ceremony which indicates Mass of Christian Burial Funeral Services or some other type which could show up on a Memorial Folder or Mass Program The dates and times of services ate shown here but SHOULD BE EDITED FROM THE EVENTS CALENDAR To bring up the events calendar right click any date field see next page 10 Joseph P Sample Funeral Home Event Calendar Event Calendar for Robert David Probos Type of Event AIK Rre a Mt Washington Cemetery 3 SCM ICEL A L 0227 2014 E 03 00 PM g Add ta Google Calendar Ending Time if appropriate 04 00PM Ey E Delete Event Event Start Date Time End Date Time Event Type Event Description sea an Event to Edit ETY aam a 4 00 PM 5 00 PM Little Hope Baptist Church 12349 Little Hope Road Cave City KY am imei 1 30 PM 2 30 PM Maple Grove Cemetery 5549 Mechanicsburg Catawba Road Mechanicsburg OH September 27 2014 September 27 2014 4 Mt Washington Cemetery 3 00 PM 4 00 PM i 2030 Sutton Avenue Cincinnati OH The Event Calendar allows you to enter detailed information about each event such as Visitation Service Burial or other events you are responsible for scheduling Click on the Help button for an overview and tips for using this screen The clock makes it easy to enter start and stop times for events after a date has been entered Make sure every event has a date start and stop times event type and locatio
74. and addresses When you click on quit save TerraPro will ask if you want to save the doctor to the list Answer Yes and next time the doctor will be on the list To edit the doctor clergy lists choose Doctor Clergy Lists from the Main Menu Registrar and First Call Contact is optional this is the person who called the funeral home about the death and is not necessarily the informant Since most states use online death registration the registrar data is stored there Embalmers and Funeral Directors and Removal Personnel ate setup in advance when your system is setup To edit them right click on the pull down list arrow Remember that the code for a funeral director MUST start with F embalmers E and Removers R for them to show up on the pick lists Then you will assign each staff member a consecutive number F1 F2 F3 etc This screen allows you to enter information about the funeral service including SERVICES visitation start and stop times in both data and text format You can also choose SCREEN the clergy and record other information about the service Case Information E4 TerraPro Case Data olaa Probos Robert Add New Case BE Vital Statistics Disposition Obituary Write Obit Type of Ceremony Mass of Christian Burial a Visitation Dates and Times Right Click to Edit Service Date Service Time Place of Service 1 Visitation Wednesday July 1 2015 from 4 00 PM 8 00
75. at data table and field the information is stored in Later when ou feel comfortable designing your own forms you use this information to pinpoint the data item you wish to show on a form Don t worry if this is geek talk to you It is not necessary to know this in order to successfully use TerraPro This screen allows you to enter information about the final resting place of DISPOSITION the deceased You can choose the method of disposition by pulling down SCREEN the list of acceptable types of disposition Then you can choose the location of disposition from a list of cemeteries or crematories This pull down list works like the one on the Vital Statistics screen right clicking allows you to edit the list ry TerraPro 9 10 96 Single User 99 Joseph P Sample Funeral Home Cincinnati OH 25 Cases On File Case Information TerraPro Case Data Probas Robert y Add New Case 5 Vital Statistics Disposition Service Obituary Benefits Benefits i iV Marker Marker i dit Survivors Write Obit Method of Disposition Cemetery Cemetery City State Edit Current Case Burial v Mt Washington Cemetery Cincinnati Ohio Arrangements Cemetery County Edit Bill Hamilton Notes about Crematory Disposition Forms Reports Forms Reports Service Date 11 25 2014 Burial Date 09 27 2014 Disposition Time 3 00 PM A Case Status Card Shop Click to View Re Interm
76. ata you entered originally changes made here will not be reflected on the case data This allows you to make changes for the cards like nicknames etc which would not be appropriate for death certificates and other government documents Think of the data items you are editing as building blocks for constructing the VITAL various cards you are printing The first and last names can be printed separately if STATISTICS needed or the birthdate can be shown as October 19 1915 instead of all numbers 10 19 1915 as originally entered At some point you may want to read Chapter Ten to learn how to modify cards to customize them When you do you will be referred to these screens to discover the data items which will be placed on cards TerraPro CardShop SERVICE C Choose Card Memorial Folder y X Edit Card Choose Verse 23rd Psalm M acy ee Text Font Times New Roman Change Text Color Change Modify Layout of 2MEMS FRX Make Webpage Top Margin for Verse 0 Verse has 10 Lines Export Card porta ans Add Edit Verses Font Size for Verse 0 Current FontSize is 12 Vitals ServiceDisposition Family Pall Bearers Music Clergy Photograph Funeral Program Ceremony Funeral Service Service date Ceremony2 March 20 2008 Ceremony3 Time of service 10 AM Ceremony4 I _ Month Day Year Service Wednesday January 23 2008 January 23 2008 Place Trinity Baptist Church City of Service Disposition Crematior Cemeter
77. ature please use the Rescue button ada New case On the main TerraPro screen to call for free help Edit Survivors Write Obit Edit Current Case Arrangemenis Edit Bill Crematory Forms Reports Office Doctors Clergy Lists Price Lists Monthly Statements Cash Receipts Utilities TerraPro Website Check for Update Family Advisar C Show Comments 44 TerraPro comes with a wide assortment of pre written letters all of which LETTERS can be modified or copied to make new letters Choose the Letters tab on the Survivors screen to access letters These letters can be sent to a specific person or group of people Standard Letters or can be sent to all those requiring followup After Care Letters Click the help button for a quick reminder of how this system works To start choose a letter to be sent using the Choose Letter button at the upper left Upon selection the letter will be previewed and can be prirtted if desired If you want to make changes Print Preview just opt to exit out of the preview using the door icon k l amp Survivors File for Robert James Probos Care 2011 501 Died October 19 2011 Spouse Information Post Service Followup Labels Cards Mt Washington Cenggfery to Mary Probos Choose Letter v Edit Text Delete this Letter Make a New Letter Based on this One Choose Recipients for this Letter After Care Letters
78. ault will be entered later on the bill and then will show up here You can type them in now if desired Checklist allows you to check off tasks as they are completed avoiding duplication of effort and assuring that nothing is missed See appendix D for more details on customizing the checklist Comments allow you to provide notes about the case that others may need to properly serve the family Right click on comments memorials or fraternal fields to enlarge them to full screen size for editing Memorials is used in case you want a separate place to record the wishes of the family for contributions If you right click on this field it will enlarge to a text editing box Pressing CTRL M while on that box will bring up the list of Charities which can then be edited and choosing one will type the appropriate language into the text Fraternal is used to record fraternal organizations the deceased may have belonged to If these are recorded in the Obituary there is no need to re state them here unless you have a form that requires them to be separated This field could also be used for custom information ask TerraPro personnel how to use it for that Hobbies also can be used to record interests and other information about the deceased s life Symbols can be indicated and used on memorial merchandise or website entries 12 Obituaries and death notices vary widely in format from town to town Larger city newspapers typica
79. avid Joseph his father Walter Haldeman and his uncle Harold VV Rockwell A and his step father Ray Romine beloved husband of Karen Sue Haldeman nee Meister loving father of Jedediah Thaddeus Haldeman Benjamin Jacob Haldeman Sarah Hilary Sapp Joshua Joseph Flavia Haldeman Susannah Elizabeth M Haldeman brother of Kathi Haldeman Sands grandfather of Thaddeus David Sapp Crystal Shanda Lear Dee Lori Ann Haldeman great grandfather of 3 April 1 2008 Age 63 years Residence Cincinnati Funeral Service at Trinity Baptist Church on Friday April 4 2008 at 10 AM Friends may call Tuesday April 8 from 4 00 PM to 8 00 PM Cremation at Cincinnati Cremation Compay Cincinnati Ohio Memorials may be made to American Cancer SocietyJoseph P Sample Funeral Home Inc serving the family www samplefuneralhome com ls This Data is for Register Book 3 Family Record ONLY Family members can be entered in vo different ways to appear on lines preprinted on your register book or free form as you want them to appear Check the button marked Enter family using memo to use the obituary or family data constructed by clicking on the family button on the Obituary page of the Case Data If you use the separate lines method remember that you can use more than one name per line but you are limited by space to ten lines UJ 7 re TerraPro CardShop PALL Show Card Choose Card Register Book 6 Pall Bearer Page v X
80. be added to your TerraPro installation This will allow you to set up a price list for cremations and other setvices and merchandise you provide To access this company choose it from the list of installed companies from your TerraPro opening screen _ TP99 Joseph P Sample Funeral Home a ac ai a 6404 Coffey St Cincinnati Ohio 45230 SS lt TERRA UZI Joseph P Sample Crematory pom 4 iSample Data Coffey St Cincinnati Ohio 45230 Select the Crematory from your list of installed companies Just like in the funeral home version of TerraPro your cases may be accessed using the pulldown menu But notice the menu selection titled Crematory This is how you access the screens which show cremation specific information 125 Add Mew Case Write Obit Arrangements Forms Reports Forms Reports Lard shop Clicking the Crematory button brings up the Crematory Case Screen CREMATORY Mei Joseph F Sample Crematory Joseph Norman Thomas Billing Process Log Emissions Filenumber 201 4 018 First Middle Last Joseph Horman Thomas Race vrie Sex m Social Security 5666 66 6666 7 lt Search by SSN sain 06061906 Deathdate Josms2014 Time of Death fi AM Age 108 Weight e7 l Autopsy Embalmed Pacemaker Artificial Joints or Limbs Family to be Present at Cremation Cremation Date Jo9006 201 4 Search by Cremation Date Ti
81. ble On the other hand if the sales journal just needs to summarize services automotive merchandise and cash advances a one line package price can provide this information When setting up the Default Bills for the other offerings such as Direct ADDING Cremation just change the items included on that particular type of funeral To DEFAULT add other default bills nght click on the pick list arrow Then follow the on screen BILLS directions making sure to give each default bill a 4 5 character code FAS Click in Leftmost Column to Delete CTL Y to add CTL W when finished Billing Template Name Code Name ci Default Statement of Goods DirectGremation C O i DIRGR _ immediate Burial O yga h IMMED CK ge y U UU _ aaaaa PKGA Pee O l UUUU_y aaa PKGB Package G PKGC Figure 47 Adding More Default Bills Notice that the Default Statement of Goods MUST be present and that it gets NO Code Name After adding the definitions similar to the above format you can setup each default bill as you like 60 NOTES 61 62 Billing TerraPro is a complete Accounts Receivable System Billing is the heart of this system and allows you to present Statement of Goods Invoices Monthly Statements and Contract Forms In addition once a bill is entered it automatically appears on the Accounts Receivable Report in addition to your Sales Journal and Sales Tax Reports If
82. by using the Edit Data button If you press it the Data Editing box shows up TerraPro CardShop Show Card Choose Card Memorial Folder E B X Edit Card Choose Verse 231d Psalm v Edit Data Text Font Times New Roman Text Color cnange Top Margin for Verse 0 s Verse has 10 Lines Font Size for Verse 0 al Current FontSize is 12 Mitals Service Disposition Family Pall Bearers Music Clergy Photograph Funeral Program Export Card Name David Joseph Haldeman Firstname David Joseph Lastname HALDEMAN Name2 Placard1 FUNERAL THU 10AM Placard2 Birthdate January 26 1945 Birthplace Marion Ohio Deathdate January 21 2008 Deathplace Symsonia Kentucky Age 62 Yearsold 62 Monthsold 11 Daysold 26 This Data is for Memorial Folder ONLY Figure 24 Clicking on the Edit Data Button allows changing the data appearing on each card UJ 5 There are seven tabs on the data editing screen to allow you to change almost any data which might appear on the various cards Some data does not apply to a given card for example when printing the Memorial Folder there is no need to enter Family data as it does not appear on a Memorial Folder A reminder appears at the bottom of the screen to let you know that this data will be saved with this card but changes will not appear on other cards Although the data shown is copied from the case d
83. can leave things as they are or change or add another item The key to using this screen is organization you must first setup your General Price List to reflect the actual way you do business Secondly you must bring those charges onto the screen 59 Whether you itemize every charge or simplify your billing by grouping services into ITEMIZING Package Plans you must follow FTC regulations throughout the process By vs itemizing you are essentially doing your billing the same way the FTC requires you to do your Price Lists When you package your services together it might be necessary to explain in writing using a Statement of Goods and Services to explain what is included in each charge Either way works in TerraPro so feel free to choose whichever suits your way of doing business PACKAGES TerraPro supports Itemized Packages such as the screen on the previous page Right clicking on any item adds that item to the package and when the bill is printed it can show the package price by totaling those items This gives you complete freedom in setting up and modifying package pricing It is usually a good idea to work with TerraPro consultants to assure the way you have configured your price list will produce the results you wish For example if your accountant requires reports regarding the quantity and dollar value sold of each of your price list items you probably will have to itemize on the bills so the sales data is availa
84. ce Hollowup Letters Other Relationships use 2 letter codes Family Relationship to Deceased SP IN PR FL Title First Middle Last Sex C aire m Ateri F Salutation Date Married if Marriage Info mer P O Box Apt Maillist Codes Street amp 2 6835 Whitehall Avenue List with Survivors City Cincinnati oH v ZIP 45230 County Hamilton Twp Evening or Home Phone Daytime or Work Phone FAX or Cell Phone 513 231 7177 Choose Survivor z Browse Add EE Figure 49 Spouse Record Note PR code in Other Relationships If later you need to change the Person Responsible PR code remove it from one survivor and place it on another Although there could possibly be more that one Person Responsible at this time TerraPro can only address a bill to one person responsible If you need to send a bill to two parties the work around would be to print the bill then change the person responsible and print it again You would have to manually indicate the amount each person was to pay if needed If no bill has yet been started for this case you can choose which billing template CHOOSE to use See Chapter Nine for details You can have an unlimited number of default BILLING pre set bills covering Direct Cremations Immediate Burials Memorial Services EORMAT etc that will simplify billing Choose the format you want to use by clicking on the arrow at the end of the pull down list and t
85. ck to Edin Check for Update In Armead Services Y Military Status Ve Honors Received x Type of Discharge v City State ZIP Qut Burial Benefits Claimed Honorable Discharge Onby Wazoo IA 78747 Marquee Burial Benefits v Flag vi Marker Phone Tribute Presidential Memorial Certificate _ Show Comments Figure 3 Vital Statistics Screen Most of the data entry on this screen is self explanatory so we will cover only those items needing elaboration Last name Although many states require that the last name be all UPPER CASE on the death certificate do NOT enter it using upper case letters It will be formatted when you print the death certificate or other forms that need it in UPPER CASE If you enter it in UPPER CASE It will show up that way in places that would be inappropriate like the memorial merchandise Birth and Death Dates When entering dates you MUST enter single digit months and days with a leading zero so for January 5 2015 enter 01 05 15 If the year is in the current century you do not need to enter the full four digit year If it is the current year just enter month and day The year will fill in You can also use the pull down next to the date to choose a date from a calendar Time of Death Free form enter in any format Age Years Months Days This will be automatically calculated from the entry of birth and death dates 7 Birth State Use the two character state abbreviation
86. d the total GUARANTEED ACCOUNT including the principal interest will be tansterred to Joseph F Sample Fumaral Home Inc Thase funds are transferred in axchanga for quarantasing the goods and services provided by the funeral home as part of your specific pra nead plan described on the attached itemized memorandum All funds area placed into two Homesteadars Life Insurance Company Pra Need Policias ona being for Guarantead goods and services provided by tha funeral home the other boing Non Guarantoed items also known as CASH ADVANCES inte a sacond policy The policies are fhen made imevecable and said funds may not be removed from the policies untl fhe time of need lf any merchandise and or services are unavailable at the time of need Joseph P Sample Funeral Homa Inc shall furnish marchandisa and or services similar in style and at laast equal in quality and workmanship PURCHASER ACKNOWLEDGEMENTS We hereby agree that We have acknowledged the terms and conditions as outlined above We hava examined the charges stated and found them to ba cormact and according to the arrangamants requested We heraby acknowledge recaipt of a copy of tha siatament of tha Funeral Goods and Services selected By His Haer signature on this agreement the purchaser acknowledges raceipt of a currant General Price List a currant Casket Price List a currant Outer Burial Container Price List and each of sald documents were made available to Him Her prior to His
87. d click on it You will see the Font Dialogue Box 86 Name of Deceased Oshortdate CASES Bi f0shortdate CASES gt De Date of Birth Date of Death Font Font style Arial Narrow Regular Arial Narrow T Arial Rounded MT Bold Italic T Baskerville Old Face Bold FT Bauhaus 93 Bold Italic T Beesknees ITC F Bernard MT Condensed F Bickley Script Effects sample Strikeout Underline AaBbYyZz Color z Black v Script This is an OpenType font This same font will be used on both your printer and your screen Figure 65 Font Dialogue Box There are lots of things about this text object we could change Each one of them is called a property For instance the font name could be changed or the style regular italic bold bold italic ot we could choose to underline the text etc This is just like the font dialogue box in other Windows programs and in fact is a part of Windows not FoxPro or TerraPro So if you have used a word processor like Microsoft Word or Word Perfect or Microsoft Works you probably have used this same box to change fonts Let s make a simple change Click on Bold Italic and then click OK You will be back at the FoxPro Report Designer and you will see that the caption has changed to look like this Name of Deceased Italics make the letters slanted as you probably were aware It looks a little strange to have one of the captions in Bold Italics and the others in Regular but let s take a
88. data for more than one case for example a Sales Tax Report will show all the taxable sales and tax collected for a given period FOXPRO REPORT FoxPro gives us the ability to use the Report Designer for either type of output DESIGNER Let s Do It First we ll take a look at a simple form to see how information shows up on the form and how we make it show up Open TerraPro if not already open and go to Forms on the Main TerraPro Screen You will see a list somewhat like the one below TerraPro 9 06 48 Multi User 99 Joseph P Sample Funeral Home Inc Cincinnati OH 17 Cases Visual JerraPro Forms Printer Use mouse to select forms or start typing form name Forms to Print Click Once to Add to List Click Again to Remove from List Cealected Pe Federated Record of Funeral Federated Record of Merchandise Floral Cards Envelope Florida DC Info Only Florida Death Certificate Free Death Notice Louisville Funeral Ledger Data Digger Funeral Service Record Generic Info Sheet Back Peas Info sheet Front i E Counts Church Usage Listing printed 07 29 2010 ma Certificate of Death 2008 Qo4 40 Ah Illinois Coroner Death Certificate Kentucky Death Cerificate July 2010 printed OF 292010 08 58 51 Oh Indiana y et Burial Back vwa21 530 Burial Benefite Front printed 09 06 2010 Indiana County Soldier Burial Front 41 49 03 Ahd Indiana Death Certificate 2006 W241 530 Burial Benefits Front printed 0906 2040 Info She
89. delay processing PERIODS OF ACTIVE MILITARY DUTY 4 SOCIAL SECURITY NO 3B SERVICE NO 6A DATE S ENTERED 6B DATE S SEPARATED 123 45 6789 879283992 44 DATE OF BIRTH 4B DATE OF DEATH Ist Service Entry Date 01 08 1942 Ist Service Exit Date 01 07 1946 1945 2014 and Service Entry Date 0572671952 and Service Exit Date 05 26 1954 8 BRANCH OF SERVICE 7 HIGHEST RANK Mo pay grades ARMY CONAVY O MARINE CORPS COASTGUARD AIRFORCE O ARMY AIR FORCES MERCHANT MARINE OTHER Specify 10 WAR Check applicable boxfes 9 VALOR OR PURPLE HEART Documentation must be provided ai pi _ E Win COwwll KOREA VIETNAM PERSIAN GULF Cl Congres Medal Honor Distinguished Sve Cross Bronze Star C Naw Cross AirForce Cross _ Silver Star Purple Heart en peci 11 TYPE OF HEADSTONE OR MARKER REQUESTED 12 DESIRED RELIGIOUS EMBLEM OPTIONAL MEDALLION SIZE FORM VA40 1330M 4inch JFLATBRONZE FLAT GRANITE C UPRIGHT MARBLE EMBLEM NUMBER C NONE An ena CIFLATMARBLE BRONZE NICHE UPRIGHT GRANITE or o v Christian Cross Gain Form Online AFORM 40 1330 Figure 10 VA Marker Application I Again any information entered on any veteran s form carries to the other forms Fill in data as needed check any appropriate boxes and continue to the second Marker Screen 18 TerraPro Case Data o lea Vital Statistics Disposition Service Obituary Benefits I Benefits ii V Marker il VA
90. ding High School Results If the results shown do not match what you were trying to find you can click on the Keep Searching Button or start a New Search Or you can go immediately to this case using the Open this Case Button COPY A CASE TO THIS COMPANY This function is used mainly when you want to copy a case from Pre need to At Need Clicking on it will bring up the company selection menu minus the company you are currently in Use the mouse to point to the Pre need company or other branch if copying between branches 99 TerraPro Case Copying Utility Use this to copy a Pre Need Case to At Need or to copy a case from one branch to another x Quit Copy from case will be copied to company 99 Joseph P Sample Funeral Home Inc TP01 Joseph Sample Preneed Joseph Sample Preneed 6404 Coffey Street Cincinnati Ohio 45230 TPO2 Brown Funeral Home 4 Brown Funeral Home At Need 6404 Coffey Street Cincinnati Ohio 45230 TPO3 John Sample Funeral Home John Sample Funeral Home At Heed 123 Main Street Anytown US 12345 TPO Joseph P Sample Pet Cremation Pet Crematory gt 415 Main Street Cincinnati OH 45202 TP04 Jones Funeral Home At Need 123 Main Street Anytown US 12345 Figure 74 Branch or Company to Copy FROM You will be asked to choose a case to copy Enter a few letters of the last name and TerraPro will find a close match and let you choose TerraPro Case
91. e following will appear TerraPro Obituary Designer Standard Obit v Choose Obituary Format Order Text Before Data Data to Print Text After Data Print When A 10 ALL TRIM ALLTRIM CASES Last ALLTRIM CASES First ALLTRIM 20 JALLTRIM CASES precededi NOT EMPTY CASES Preceded 30 beloved TIF CASES Sex F wife of husband of fOname SURVIVORS UPPER CASES Marital MARRIED 32 nee 0name SURVIVORS WM t 4 CASES Sex M AND NOT EMPTY fOname 40 loving JTIF CASES Sex F mother of father of 0survivors S0 Da NOT EMPTY fOnamec SURVIVORS DA T 45 IIF CASES Sex F step mother of step father of j f0survivd NOT EMPTY f0name SURVIVORS SD fl 50 _ s TIF CASES Sex F sister of brother of Osurvivors BR S NOT EMPTY f0namef SURVIVORS BR fl 55 IIFICASES Sex F grandmother of grandfather of fOsurvivg NOT EMPTY f0namef SURVIVORS GD fl os IIF CASES Sex F great grandmother of great grandfather of NOT EMPTY fOnamec SURVIVORS GG 60 ___ feotongdate CASES Deathdate 0 G o 65 Age FALLTRIM STR CASES AGE years 0000 zo Residence f0city SURVIVORS SE a es 90 ALLTRIM CASES Ceremony at ALLTRIM CASES Place Jj 31 toplaceloc appressa y4 PP 92 TEF EMPTY fOplaceloc TWP fOplaceloc CITY
92. e Number S sassss sss ee ee eee ee Branch of Service XX if Air Force Branch of Service XX if ARMY sc 4 ea She os a aw ele we e Branch of Service XX if Coast Guard ses e GUARD XX Branch of Service XX if MAINES oss diese Se ave ae ave XX tE NaVY aes ae ad whe eos ard oe ws Branch of Service XX if OMe a aa ace are aed aca er are ae een Bu usiness Of Deceased cesa nb bated Sas eh adh bSe ee BESS Casket Price number may vary with price list Branch of Service Cemetery Grave NUMDSr 144444434944 4960S24088 244524 Cemetery Lot NUMDeT 1444445844686 64054 bese dee ee Cemetery LOC SWS ssns ee e tei i ei i ee ee ee ee ee ee Cemetery SCCCION 6 41 344456464445 d08 bab bee bes Cemetery Location City Slate 2 lt u cane cane ceed cae Cemetery Nome se ce ale ace ee Sie See Sea s Beas Seale ee ae Be Cemetery Name City State sss ire ie ee ee ee ee Certified Copies Qty Ordered i kc kibavedewadceaan Certifier Doctor s Name and Address CICILZENSNI eer eee eter ener eRe a Par eee Pe a ee e a a City OSD gt lc em ae ne City of Residence DSCSa Sea ad k ciara ara ced dd ademas e died City Locale or Twp for Death Certificate Clergy Name Ist CLergy s es e ee ee e e e e ee w e e e e a ee Clergy Name 2nd CICbOV a6 stave tedatesda tava ta ee Gas Comments LINE fermen cee eee Comments LIne 23 8282 82808e8e8 obese bese dete tees Comme
93. e billing tab and choose Print Statements for Range of Dates to print all open invoices for those dates by CREMATORY ec C faa Joseph P Sample Crematory Robert David Probos Deceased Billing Process Log Emissions Customer Number HJTOO4 Sales Order 10065 Cremation Permit w Search by Cremation Permit Funeral Home Name Clepper Funeral Chapel Print Statements for Range of Dates Joseph F Sample Funeral Home Joseph For Finding another cremation Choose Clepper Funeral Chapel Clepper Customer or Funeral Home Name Clepper Funeral Chapel CC epper Top Prev Next Bottom Copy Print Label Printinfo Print Frocess Log Print Certificate Add Delete z3 _ Modify Report Layout Import Exit 96 Chapter Utilities There are lots of other things you can do in LerraPro Here is a detailed explanation of each of the items on the Utility Menu E TerraPro Utility Menu i Efx Copy Case to this Company Copy Case TO External Media Copy Case FROM External Media Create Spouse Case Rehlumber Archive Cases Delete Permanently Realndex Pack Setup Lookup Cash Receipts Calendar Change Company Installment Promissory Mote Reset User Count What s Mew Burial Permit Crematory Export Bulk Email C Figure 69 Utility Menu Open the Utility Menu by clicking on Usdtes on the Main TerraPro Menu bar We will explore each item on the next few pages 97 What s the good in en
94. e law or requirement is explaned below This funeral hons makes no warranty express or implied with respect to the casket Cemetery requires outer container and or outer burial expenxe emetery requires outer container Billing to Karen Sue Haldeman 6404 Coffey Street Cincinnati OH 45230 Home 513 232 4076 Work hereby agree that have examined the above stated items and found them to be correct and according to the arrangements requested and hereby acknowledge receipt of a copy of this memorandum and agreement hereby represent that have sufficient funds and assets legally available for payment of cash price and hereby agree and covenant jointly and severally to make payment of 4 360 79 within 30 days A late charge of 1 50 per month amounting to 18 00 per year is applied to the unpaid balance beginning 30 days from the date of this agreement Any additional services or merchandise ordered or requested after the date of this agreement will be considered part of this agreement and the cost thereof will be reflected on the final statement acknowledge that have received the general price list and have been offered for review the casket price list and the outer burial container price list Reason for ernbalming Family request Signed Date Relationship to Deceased Co signed Date Relationship to Deceased Name of funeral home representative Initials Figure 57 Statement of Goods and Services 71 A
95. ee soo opion pree Comments Alternative Services Total Amt of Bill E 0 00 Total Payments Finance Charges Balance Print Total Taxable Amount SPayments Statement of Print Invoice Change MEETA ENE Bont Billing Date aia Total Tax E Envelopes Labels ME E Last Bill Sent Default Bill FDPRI v Terms Net Due Days 30 Funeral Day Prior Figure 51 Billing Screen Note Your screen setting may need adjusted this screen only works properly at a resolution of 1024x768 or better you can minimize TerraPro by clicking on the Minimize button at the top right of your screen Then you can adjust your screen properties by right clicking on the desktop background or using the control panel from the Start button You can Enter the Price if you need to change it For even dollar amounts like 395 just enter 395 and press tab or enter You don t need the decimal OR the dollar sign Itis best if your cursor is at the beginning of the price entry box not somewhere in the middle so try to get into the habit of using the TAB or ENTER key to move around the screen saving the mouse for big jumps If you want to choose a different item than the one shown use the pulldown lists to select from the Price List Click on an item and both the description and price will be placed on the bill If the item you want to use is not on the list go to the Price List screen and make sure the Category
96. ee ae ee ee ee Ba em OMS i Se ur a6 Sy wien aa Sees wy se ee a Be Ba it eee Re ee EFag Form Remarks DINS Zire aa a E E E E E A Flag Recipient Address Slrecla twit bee bee be bk lag Recipient CIty State Al ei atin a ein eae eee ee Re a Flag Recipient Name ce eee udced bo SGee Cet Ste SHER 2SGRs Flag Recipient Relationship to Deceased Funeral Director s Name Funeral Home Address Line 1 Funeral Home City State ZIP Funeral Home Nannes 4 a 4 44 oo ata alae ee eae wee aa aaa aw Sara aednes 4 Informant FAX function can call any field Informant s Address and City State ZIP 0csz SURVIVORS IN Informant s Name Informant s ZIP Code Inside City Limits Prints Yes No or Unknown ES INSIDE N No Unknown Marital Status Memorials M ther f Deceased ieo i men o er pre a E E ETE eer era Geng Obituary Occ pation Of Deceased naan aa maen ae e ea o e eee a a Gree ame Origin Puts X if Hispanic Origin Puts X if NOT Hispanic Origin of Deceased Hispanic Origin Person Responsible Address Street Person Responsible City State ZIP Person Responsible Name Ae ashe Buse et aie ae eee ee ae a Person Responsible Phone Number s Phone Number Home Only Informant Phone Number Work Only Informant Phone Number OE OT NS Vou ar eS a aya oa we eS Phone Number Certifier Doctor Phone Number Clergy Church Phone Number Clergy Church Phone Number Informant Phone Number Person
97. elds Variables Figure 68 Expression Builder Detail 90 Because this expression is too long to see in the box you can click on the ellipse at the end of the box to open the Expression Builder and see more of what you are typing Notice we have now told the computer to print the last name trimmed plus the first name trimmed Click OK and then OK again and then File Print Preview and let s take a look at what we have done DuffusPannelee Name of Deceased OCT 191915 OCT 25 2002 Date of Birth Date of Death Whoops Now we don t even have a space between the last and first names We can fix that by editing once again Press ESCape and double click again on the box we have been editing This time we ll do it right Type the expression as shown below ALLTRIM CASES Last ALLTRIM CASES First ALLTRIM CASES Middle Note the quotation marks use either single or double quotes but always use the same for opening and closing Also note that there is a space after the comma within the quotes because we want a space after the comma when we print Doe John Allen All we are doing is adding words and punctuation together sort of like vocabulary math Now this will give you what you want except for the upper case last name Fortunately FoxPro gives us a function for upper case called UPPER Edit your expression builder to read as follows UPPER ALLTRIM CASES Last ALLTRIM CASES First
98. ematory _ tie F frms 7 Reports Card Shop i Deliver Flowers Date and Time L Ghusl Bathing To Funeral Home 09 26 2014 10 00 AM X Enanrouding C To Other Location _ Janazah Prayer Envelopes Labels Office Doctors Clergy Lists Price Lists Mosque Residence v Casket Bristol Poplar 4735 Monthly Statements Religion Muslim Vault Wilbert STAINLESS STEEL TRIUNE VETE Cash Receipts Utilities Hobbies Link Flowers Return to Family Mr Probos was also interested in his Garden Railway Nature and ilil Templeton to download music and bring CD player for graveside Technology Our Website er Pro Website Se wikia emorials _ Fraternal Check for Update Memorial Contributions may be made to Hospice Foundation of vl Altrusa Club of Cincinnati America 777 17th Street Suite 401 Miami Beach FL 33139 Sons of Union Veterans of the Civil War x Quit Good Samaritan Foundation Inc Checkist V PreNeed Source Symbols J Marquee Tribute PrePaid i B Newspaper Ad Clear Symbols Indigent l l L Show Comments Figure 12 Getting to the locations editing screen via right click on a location pull down list 22 LOCATION EDITING SCREEN When first entering the locations editing screen the list shows ALL locations If you want to edit just Places of Service check the box nex
99. ent Jewelry Flight Information Envel Label i Lot Owner Robert David Probos Glasses Office 3 Floral Tributes Checklist Lot 17 Section GARDEN2 Pa R 2 Cemetery Google Ma Doctors Clergy Lists Block Block Grave 1 V Need Stone _ Need Final Lettering y g P Price Lists Mausoleum Update CemeteryPro Record Monthly Statements Cash Receipts TTE Cause of Death Stopped Breathing Autopsy Y Registrar Name Utilities Links Natural O Pending Certifier Coroner Case Our Website TerraPro Website Accident C Indeterminate Registrar District O Suicide C Unknown Certifier Data Rescue wikia O Homicide 5000 v Check for Update Embalming Rpt Date Permit Issued Removal by E1 EA F1 y James Brickner James Brickner Body in 1112612012 lt gt x Quit Embalmer 1 y James Brickner License 6666A Embalming Authorized ee i i First Call Contact Director p2 v T Brickner License 6666 Marquee Where is Body Now e RemovaliRelease Status 7 REMOVAL REQUIRED lt Body Released Away Residence Notes re Place of Death Body is upstairs stairs are narrow Show Comments Figure 4 Disposition Screen The Method of Disposition will determine the headings of some of the items on this screen When there is a cremation the place city amp state and date of inurnment will appear This disposition of the ashes may also be indicated If an item seems inappropriate for the type of di
100. ery powerful tool to help you maintain contact with those you have served TerraPro s After Care System can handle your contact management mass mailings to do reminders and followup all in one place 47 The concept is simple You make yourself visible and accessible as you serve your families Make mental notes or hand out a card or fill in short form Later these cards can be entered into the After Care System Following the steps outlined at the beginning of this chapter you can start developing your contact list into a very valuable tool After Care Letters can be sent using the built in schedule of Post Service Follow up 2 weeks after service Six Month Call Anniversary Card and Annual Follow up and a Pre need Solicitation Letter at any time SIX Month Letter 7 Due C Post Service Followup Preview Each Letter Iv b Anniversary Card E Annual Followup Print Aftercare Dreneed Call We recommend hand addressing of letters to assure that they will be read If this is not possible window envelopes make addressing easy Labels can be printed after letters are printed if desired NOTES 48 49 Envelopes and Labels A complete mailing list program is provided within TerraPro to ease the task of addressing envelopes and tracking names and addresses of all your contacts To access the Envelope Printer select Envelopes Labels on the Main TerraPro Menu You will see the following screen Envelopes
101. et 12 58 03 PM Journal Gazette Death Notice Submission Form ea ee a Purchase New Forms ee Clone this Forn this pai at Form Nae Form pia Figure 62 TerraPro Forms List You should have a form called ID Tag This is the federally required casket id tag that is slipped into a tube on the side of the casket to identify the remains When you print it it looks like this 84 Pammelee W Duffus Mame of Deceased OCT 191915 OCT 25 2002 Date of Birth Date of Death 268 282 1937 Social Secunty Neo Mt Moriah Cemetery 1 Cemetery Plot Donald O Connor Funeral Home Inc Funeral Home Figure 63 ID Tag When select a form to print remember that you are given the choice to Modify TerraPro 9 06 46 Multi User 99 Joseph P Sample Funeral Home Inc Cincinnati OH 12 Cases TerraPro Form Printing Ready With ID Tag i Preview Create Webpage If you were to choose Modify instead of Preview you would see the following screen Report Designer idtag frx Microsoft Visual FoxPro a File Edit View Format Tools Report Window Help ae i Raa ee eee Baa a a Pa ee Ree Fage Header eceased Mame of Deceased shortdate CASES BI f shortdate CASES 20e Date of Birth Date of Death social Security No ALLTRIH CASES CEHETERT tALLTRIM CAS Cemetery Plot Funeral Home Figure 64 The FoxPro Report Designer editing idtag frx Let s notice some things right away Compare
102. for setup instructions Default Link Code is only used if linked to the SBT Accounting System Obsolete Leave blank otherwise Data File Drive Directory should NEVER be changed you will lose contact with your data It should read C VTP or C TERRAPRO on single user systems or indicate the drive letter of a shared drive on a network system usually T Optionally it can be left blank as it will use the data files in the same folder where TerraPro is installed Email Server is for using TerraPro s Obituary Email Utility You will also need to know your user account and password This can be obtained from your Internet Provider or by inspecting the settings in Microsoft Outlook Use Passwords allows you to lock out certain sensitive portions of the program using a two level password system This may not be fully implemented in your version of TerraPro Fiscal Year Ends allows reports that are fiscal year based to determine the end of the fiscal year Laptop Installation allows setup for using a stand alone laptop for making arrangements then connecting to a network at the office to transfer files Fill in the blanks regarding the server drive name and directory Send e Mails from TerraPro If you have purchased the optional email add on for sending User Name and Password are for remote access over the internet only when automatically logging onto the server File Number Format allows you to setup your file numbering scheme The
103. ft hand column labeled Group This is the key to how items are grouped on your bills Notice that some of the items have a C V G H T or Z after the group number This is a code to allow TerraPro to decide how to format the items when they appear on the editing screen C is reserved for the casket line V for the vault Headers are identified with an H Lines that total the lines in the group have a Z and sales tax is reserved with T That leaves G which stands for Get description If you put an Upper Case G not g after the number you will be able to edit the description You may wish to explore other parts of this browse and if you have further questions TerraPro personnel will be happy to answer them 106 IT IS NOT RECOMMENDED THAT ANY NEW ROWS BE ADDED TO THIS TABLE OR THAT THE ORDER BE CHANGED THIS INFORMATION IS PRESENTED AS INFORMATIONAL ONLY NOTES 107 Appendix B Setting up Companies TerraPro personnel will setup your companies For further information call us and make notes on this page Occasionally you may need to change some aspect of your setup such as Sales Tax Rate or company address or finance charge rate To reach the setup screen use the Utility Menu on the Main TerraPro Screen and choose Setup You will be setting up information for the currently opened company only so if changes need to be made to all branches you will have to repeat these steps TerraPro Setup AETERNE Joseph P Sample Fune
104. funeral directors adding 10 funeral home name changing 109 hyphenated names 5 icon 1 indexes re indexing 101 informant 6 address amp phone 6 relationship to deceased 6 Insurance add forms 76 convert existing forms 79 itemizing bills 60 J ewish Funerals 12 133 labels 51 Labels 50 locations 24 Letters 45 locations adding changing 22 Locations editing 8 editing lists 21 mailing list codes 53 Mailing List 52 Mailmerge 47 Main Screen 3 Maps Cemetery 9 Mass Mailings 47 Memorial Folders 31 Merchandise Accounting Codes 74 Merge data into a letter 46 Military Honors 8 monthly statements 101 Mouse Right click 21 vs keyboard 2 multiple instances 2 Music 14 network setting up 109 obituary 7 automatic writing of 13 customizing 14 modifying format 92 120 package bils 60 Paperless Office 119 parentheses in expressions 91 passwords 109 payments deleting 67 entering on bill 66 PDF Files 119 person responsible 64 Photo editing 13 Photo Editing 13 Photographs on cards 39 PhotoScape 13 pick lists how to use 52 pictures Blank Wallpaper 3 Changing Wallpaper 3 on memorial folders 3 where stored 39 Places editing lists 21 Post Service Followup 43 47 Prayer Cards 31 price changing on bill 65 Price List 54 adding new items 56 item numbers 55 package pricing 60 packages 56 printing 58 variable prices 57 profit calculat
105. h P Sample Fameral Hone Inc at a HAH Cokiey Fher Cimina Ghia 43430 Sinmi Te Esra am Hikana Tamary H HG AH Coby tret Chionn OH 0 Senos fir tee Fumeral of Darii Teco Hadden Dat Dai Febery 26 2003 Date of Sanon Nomba 14 1999 Pras Barka of Fired Dieter a Sid tA Enba 27300 Har Dre 35 00 Wakat and dicinfeotieg manim wiki io enalia a0 es oF fribh e fer vier por dey 500 U oF faciie far imom service 125 0 Treter oF Eem bo Brora Hoes 74 tH Pouwral Coach at Fouad Hoo 125 00 Limanit Lito Ehk Bist Ga Light Bint Carket Falot HET Braal Van 1330 00 Card Per 25 oads 15 00 Bpedad Ecka Hot A Braver Cardo per 100 13 00 6 Cemhhed Copia 41 fh Police Fsoort 45 d Flr BS AH Ceanctery 130K Death Heto T3 d Cl eared kii EiT Totel Faymns T Bolme Dar Herh 8 Ht i 47 Figure 55 Detail Invoice Summarized Payments Next let s look at Statements Click on the button labeled Statement of Goods You will see this dialogue box Microsoft Visual FoxPro Dle Sly ele ol eel J alal sls l 2 Printing Statement of Goods STATEMENT_PEACHTREE FRX X z STATEMENT_ANDERSON FRX 4 AT NEED z STATEMENT_BJM FRX STATEMENT_FED FRX STATEMENT_GOOD FRX STATEMENT_GOOD_ARRAY FF STATEMENT_PEACHTREE FR STATEMENT_PEACHTREE1 FF v Figure 56 Statement of Goods Dialogue Box This screen allows you to choose the Statement of Goods format to be used if left empty STATEMENT FRX is used The Pre need Funeral Contrac
106. hapters will help you learn to enter survivors print forms and cards modify your forms and learn the inside scoop about TerraPro NOTES 19 20 Chapter Using the Right hand Mouse Button Your mouse has two or more buttons You paid for them why not use them all If you ve read the previous chapter you probably are getting the idea about the right hand mouse button If you press it at certain spots in TerraPro it gtves you access to editing information related to the spot you pressed it For example right clicking on the informant s name on the Vital Statistics screen will bring up the Survivor s screen where you can change information track After Care or write letters Let s explore other uses for this button First of all when you pass the mouse over certain parts of the data entry screens TerraPro will provide tips about how to enter data or let you know you can right click to drill down to more information Let s do it From the Vital Statistics Screen move the mouse to the name of the informant Click the right hand mouse button The survivors or people screen will pop up For now close it using the red X or the Save and Quit button Another way to use the right hand mouse button is to maintain your lists DIFFERENT which pop up from the pull down buttons For example the cemetery CLICKS FOR locations pull down button on the Disposition tab allows you to make Ar EMEECROE ae changes t
107. he CARD Ceremony field so it does not need a CARD Header field The same applies to the Disposition Burial Interment etc Replace your old fixed headers with new objects as shown next to above and save the new card using CTRL W The next step is to setup defaults for what those headers will be RIGHT CLICK the pulldown next to the Choose Card selection You will see something like the following 123 s Click in Leftmost Column to Delete CTL W when finished Tbidesc Tbichar Header1 Header2 Header3 Header Be careful editing here this is your master list of cards in the CardShop For now make changes ONLY for the card you want to change add default headers in the Header1 Header2 Header3 etc columns Once you have set the default headers use CIRL W to close this window You may need to click Edit Data then Refresh Card to have your headers show on the current case but any new cards you create will now have editable headers NOTES 124 Appendix E Crematory With the optional cremation module TerraPro can work with your existing cases to gather the information required for running a crematory You will be able to bill other funeral homes for performing cremations and print cremation certificates cards and reports Call Terradise personnel at 513 484 9729 to add this module to your existing TerraPro installation If you intend to cremate for other funeral homes in your area a separate company will
108. he SURVIVORS file already hasa f function to retrieve it a better example would be pulling a Field from the veterans File 121 You can create new obituary formats by saving one of the existing formats as a new one then modifying the new one to suit The new format will be added to the list automatically If your list contains more than one style of obituary when you press CTRL O you will be asked to select which style of obituary you wish to use With nearly unlimited obituary formats and the ability to save up to three obituary styles with each case you should be able to meet the needs of several local papers at the same time ADDING HEADERS TO MEMORIAL CARDS One of the features of CardShop is the ability to edit the card on the screen without having to use the Edit Data button to change information However the headers such as DATE BORN DATE DIED etc may need to be adjusted so that they can be edited too In the past the headers were fixed text added to the card in the FoxPro Report Generator The current version of TerraPro now allows those headers to be edited by using a reference to them such as Header1l Header2 Header3 etc through Header20 Edit the Layout of the card by clicking the Modify button TerraPro 9 00 01 Single User 99 Joseph P Sample Funeral Pme Inc Cincinnati OH 1 Case On File d 3 lerraPro CardShop Show Card Clone his Card Choose Card Memorial Folder v Edt Dats Ret Date
109. he service or facility charge The price can easily be changed The Tax Code indicates whether or not the item is subject to tax N No Y Yes or H Taxed at half value Below the description is the FTC wording required for this item This may vary according to your preference of the various suggested FTC wordings 55 The rest of the items on the General Price Last screen have to do with how your price list can be customized Included in Package Code allows you to indicate that this item is part of a package Enter the package number s or letter s that include this item Package Sequence allows the item to appear in the package in a different order than it does on your General Price List General Ledger Link Code allows the item to linked to your General Ledger via a code which indicates what accounts are effected by the sale of this item Typically this is used when linked to the SBT Accounting Software Price List Print Sequence allows you to print items in a different order on a special price list you may have For instance although your package prices may be further down on the General Price List Item numbers you could list them first when you print the price list Class uses standard classifications like Services of Staff Facilities Livery Merchandise etc to generally code the price list items This is VERY IMPORTANT to determine as items without a class will not show up on pull downs located on the billing screen
110. hen clicking on the billing format you want Billing Choose Billing Format you wish to use Default Statement of Goods Direct Cremation immediate Burial Figure 50 Choosing a Billing Format 64 Once you click on the format you will be taken to the bill editing screen EDIT BILL Reason for Embalming iii Qty Merchandise Tax Se PT Batesville Pieta Star Quartz 3385 00 Professional Services Price Tax 2295 00 _ VEN Clark 12 Gauge American Valor Steel v 0 00 Basic Services of Funeral Dire 1495 00 mus Register Book plus 50 acknowledgeme Y 6 50 Embalming 505 00 PAUN Prayer Cards memorial cards per Y 6 50 E 0 00 E 0 00 E 0 00 E 0 00 Other Preparation of Remains 375 00 KANU 0 00 KANU 0 00 7 PEUN 0 00 KRUN 0 00 KANU Cash Advances Certified Copies of Death Certifica E 000 E 0 00 E 0 00 Newspaper Notices Enquirer E 0 00 Clergy E 0 00 1 00 b 10 t ok oH ok ote 1 00 t E 0 00 Bl Flowers Y 6 50 l 1 00 tH o o oi oi o ol ol oe E 0 00 Additional Limousine s3 Y 6 50 Cemetery Charges E 0 00 E 0 00 0 00 0 00 E 0 00 E 0 00 0 00 E 0 00 E 0 00 E 0 00 Y 6 50 0 00 Other Services E 0 00 e
111. here You can also click on Person Responsible to edit addresses and names It is possible to erase the current bill and start over if too many lines need changed or the wrong billing format was chosen Use this option only as a last resort and never if the bill has already been sent to QuickBooks You will need to manually delete the invoice in QuickBooks if you create a new one here CHECKLIST aoul INSURANCE POLICIES SS LIST ALL INSURANCE POLICIES Oe INSTALLMENT OPTIONS A shortcut to the checklist for this case is provided here for your convenience A shortcut to the insurance polices for this case is provided here for your convenience You can enter the insurance information and print claim forms or proof of death forms from this screen A list of insurance polices entered above can be printed to verify information with the informant You can set up periodical payments if necessary A payment book and payment schedule can be printed Printing Bills TerraPro comes supplied with many billing formats but can be customized to print almost any type of bill you wish Complete instructions for modifying bills are beyond the scope of this manual but TerraPro personnel will be happy to assist you in achieving the results you desire When you press print you are presented with a choice as to whether you want to show payments that have been made Click on the check box if you wish payments to be shown 68
112. hered at the family arrangement conference later on Let s do it Click on the Main TerraPro Screen choice labeled Add New Case The computer will ask for a case number This is important as it uniquely identifies each case Typically we recommend using the year and then a consecutive number 2015 001 for the first case of the year 2015 You can setup other numbering schemes if required but we suggest one that will allow the cases to be put in order by file number for easy retrieval If you are happy with the file number just click ok or press enter Don t worry TerraPro has already checked to see if the file number is unique and won t let you enter a duplicate file number If you need to change the file number edit the file number to your liking Keep in mind that TerraPro will verify that the file number you enter does not already exist but it won t keep you from skipping a file number If in doubt click Cancel and then pull down the list of cases and check the most recent file numbers To start a new yeat just type over the existing year to change it To reset the automatic file number sequence Choose Utilities Setup On the setup screen you will find a field called Last File number Used Change it to the last file number used click on the Quit button and answer Yes to Update System You can renumber a case file number at any time so don t spend a lot of time fussing about the file number if you a
113. ie Forre Few a pen e may a a ann AS A M e ome ee eee ee m an eoe om meme ee Internet Explorer s save button is at the top of the browser screen Regardless of which browser you use once you save the PDF to your computer we are ready to convert it to something TerraPro can use We mentioned the bmp or jpg format as a file format that can be used as a background for our form design Converting to those formats can be handled easily by Adobe Acrobat full version or some inexpensive pdf converters found on the internet Here is one we use http www pdf2bmp com just upload your pdf and they will convert and send it back as a jpg file Alternatively you can scan a printed form into your TerraPro folder and save it as a jpg or bmp file 6 It would be great if FoxPro which TerraPro is written in supported a pdf document as a background in our forms but it doesn t 77 SETTING UP THE FORM Add New Case Edit Survivors Write Obit Edit Current Case Visual TerraPro Forms Printer Affidavit for Corrections to DC Agreement to Authorize Cremation Allison amp Rose Funeral Service Rec Allison amp Rose Funeral Service Rec Back Application DC Zanesville Muskingum Application Death Certificate KY 9 08 Application Death Certificate TN Application for Cert of Public Record Application for Certified Copies Cincinnati Application for DC Athens County Application for DC Frankl
114. in County New Application for DC Franklin County Ohio Application for DC Gallia County Application for DC Meigs County Attendance Form Authorization to Ernbalm amp FTC Discl Authorization to Embalm OFDA Batesville Living Memorial Arrangements Edit Bill Crematory Forms Reports Card Shap Envelopes Labels Office Doctors Clergy Lists Price Lists Monthly Statements Cash Receipts Use mouse to select forms or start typing form name Click Once to Add to List Click Again to Remove from List Now we are ready to add the form to TerraPro s forms list Click on Forms and Reports from the main TerraPro menu Choose Show Insurance Forms from the Form Selection Screen Forms to Print Insurance Assignment AMERICO printed 1041 2012 A 04 12 36 PM New York Life Insurance Cornpany Claim Form Report Form BANK F FRX printed 1042 2012 08 23 19 PM New York Life Insurance Company Claim Form Report Form BANKF FRX printed 1042 2012 08 26 23 PM New York Life Insurance Company Claim Form Utilities Our Website TerraPro Website Check for Update a Now you can see any insurance forms that may already be setup in your system Visual TerraPro Forms Printer Marquee Use mouse to select formes or stant typing form name Glick Une t Add to List Click Again to Ramowe Trom List AETHA Life Insurance Claim Form fa AGLA Claimant Form ppt 3 AGLA Claimant Formi ppl 6 AGLA Proof of Death AGLA Pr ool
115. ing a VGA broadcaster and receiver available from ioGear for around 300 Optionally a laptop or other networked computer near the big screen can connect directly to it The tribute feature is an option but is included to try out in all versions of TerraPro Music can also be added to the tribute The music files should be in mp3 format and are placed in the TerraPro Music folder Any PDF document can be signed and emailed from this screen 14 These screens are only accessible if you have indicated they are needed on the first screen Vital Statistics See page 8 for a close up of the bottom of this screen showing how to select these forms Unless the deceased was a veteran they will not be on the screen BURIAL BENEFITS SCREEN TerraPro Case Data Disposition Service Obituary Benefits ii iV Marker Vital Statistics Marker i WA Department of Veterans Affairs AFORM 21P 530 JUN 2014 APPLICATION FOR BURIAL BENEFITS CLICK BUTTON BELOW TO Under 38 U S C Chapter 23 Sica VA FORM OH VA Robert David Probos WEBSITE 2 SOCIAL SECURITY NUMBER 3 VA FILE 8 RELATIONSHIP OF CLAIMANT TO DECEASED YETERAN OF VETERAN 123 45 6789 Parent View VA 5 TELEPHONE NUMBER S Include Area Code Form 1 FIRST MIDDLE LAST NAME OF DECEASED VETERAN 4 FIRST MIDDLE LAST NAME OF CLAIMANT A DAYTIME B EVENING 6 E MAILADDRESS OF CLAIMANT Z MAILING ADDRESS OF CLAIMANT Number and street or rural rou
116. ing data tables nn refers to a two digit number which corresponds to the company number 01 02 03 99 etc TPCASEnn DBF Vital Statistics about the deceased TPSURVnn DBF Survivor or People Information TPVETSnn DBF Veterans Information TPMASTnn DBF Billing Master File TPTRANnn DBF Billing Transaction File ARCUSTnn DBF Customer File ARCASHnn DBF Cash Receipts File ARINVTnn DBF Price Lists General Casket Vault Etc TPCREMnn DBF Crematory Information File TPGOODnn DBF Goods amp Services Description File one for each default bill SYSDATA DBF System Setup File TPDATA DBF Data about Data Metadata TP STAR DBE Staff Information File TPLOCA DBF Hospital Cemetery Location File TPRELA DBF Relationship Lookup File TPFORM DBF Forms Description File TPROMP DBF Prompts for Screens Windows TPVERSE DBF TerraPro Card Shop Verse File TPLETTER DBF Letters Description File TPSTATES DBF State Lookup File 103 SYSTABL DBF List of Forms Reports Cards When you start TerraPro the first file opened is SYSDATA DBF SYSDATA DBF This file lists all your branches companies and allows you to choose which one OS you warnt to work with This file records the company number name address tax rate and many other data items that are unique to this particular branch The table named TPDATA DBF is where TerraPro gets information about what TPDATA DBF_ files to open when TerraPro starts up It also knows
117. ing the data expression and then pasting it here using CTRL V Or you can call TerraPro personnel and they will help you determine the expression you need in order to retrieve the data Pressing CIRL W then pastes the correct merge field into your letter Dear lt flsalutation SURVIVORS IN gt we atthe m0cnames gt would like to take today as an opportunity to once a our deepest sympathy atthe loss of your loved one lt lt deceased AM Ifthere is anything we can do toryou over the next few weeks please letus kr Understand that during atime ofloss there may be things to do that fall outsii Iroiting Eoal froaa ta callie for advirod an arw thine that maw ha troukhline wrt Figure 35 Letter with new merge field lt lt deceased gt gt added You can also copy clone an existing letter to make a new one Just be sure you give it a unique name and letter code Edit the letter to say what you want and you have a new letter ready to go If you need to change fonts on the letter add your letterhead or otherwise customize the letter format choose Print then choose Modify See the Chapter Ten for a tutorial on how to modify reports After Care is one of the best tools you have for maintaining a presence in AFTER CARE your community When your community knows you and remembers a LETTERS positive experience at your funeral home they are mote likely to call you in time of need Fortunately you have purchased a v
118. ing the expressions of sympathy TerraPro Floral Tribute Screen ee ee ube te ae se en Eee E Description Sender s Fresh Flowers in Basket E George Randy Kim Harry and Marty Smith Jack Herb Florist 0422 2008 11 27 53 AM Page 1 2007 850 Floral Tributes for David Joseph Haldeman From From Divinity Basket Jack Herb From Standing Spray Hemmerly s Flowers From Fresh Flowers in Basket Jack Herb Florist 117 Joyce Van Wye Hodapp Funeral Home The staff at Hemmerly s Flowers Red Roses and Camations George Randy Kim Harry and Marty Smith Id 4 gt gt Zoom y Re amp CHECKLIST A checklist of to dos and tasks can be printed for staff to use This checklist can be modified by right clicking items to change their descriptions Item Completed by iPad Da Halderman C Photo Scanned C Cemetery Vault Ordered David Haldeman C Clergy Notified E Organist David Haldeman C Vocalist C Florist C Hairdresser C Fraternal C Flag Box Special Items Completed by David Special one Item C Obits Mailed C Service Questionnaire C Portrait Requested C Portrait Ordered CI Tribute Made CI Tribute Delivered C Final Date Ordered CI Presidential Cert C Rose Bush Planted C Creative Concept Completed by
119. is that it is stored on the computer s hard drive For those interested a hard drive is actually a metal disk inside a case inside you computer box which spins very fast 7200 rpm is not uncommon and is magnetically charged in tiny tiny increments into plus and minus electrical charges These charges can be remembered by the disk because they stay there even when the power is shut down Starting your computer activates a file access system Windows which can also run programs TerraPro which can read the magnetic charges on the disk and convert them to data pictures forms etc Sounds like magic doesn t it The amazing thing is that this data is stored much the same way that telegraph messages were sent in the early part of the twentieth century Each step along the way data has remained compatible with the old binary method of coding letters and numbers first established by Western Union So much for the GeekSpeak We don t need to know about binary coding or any of these details fortunately 82 It is helpful to know though about databases and specifically data tables which are like phone books they provide a list of information in a specific order The advantage to computer data tables is that they can be re arranged in any order queried for records that match a certain set of criteria copied modified edited and deleted So it s like having a phone book that would allow you to look up a name if you knew the phone
120. it days and months Use the pull down calendar for easy and accurate date entry Note You may notice that sometimes the cursor seems to jump ahead to the next entry spot called fields This is because you have reached the end of one field by filling it completely with data If you don t reach the end by typing information you MUST press Enter or Tab to go to the next entry spot You will soon get used to this feature and know when to press enter and when you don t need to 1 Funeral Directors can enter case information online if your state has an online death certificate registration system then transfer the info to TerraPro See our website for details http terradise net You will need to download the file edrsstru dbf on out downloads page Choose the place of death by clicking on one of the choices required by your state death certificate Or you can use the left or right arrow key to highlight the desired place and then press the space bar to select it Depending on your choice the next line will allow you to enter the address of the place of death if residence or the facility name hospital etc If the facility does not exist on your list of facilities TerraPro will ask if you want to add it Note When adding new locations to your list we highly recommend you fill in the address city county and state otherwise these fields will be blank If you add this information the next time you select this facil
121. it is part of the Topline Memo asked for when you print the price lists When you finish making changes or reviewing this screen you will be asked if you want to Update System File If you have made changes say Y for Yes or N for No if just looking Adding a Company or Branch You can add another branch with the same funeral home name by using the Add Company button Unless previously licensed for other company names you will not be able to add other branches until you contact TerraPro personnel At that time a determination will be made whether you must pay for additional branches or not NOTES 110 111 Appendix C Expression Listing This list is only a sample of the many expressions available in LerraPro Some are FxoPro expressions and others are exclusive to TerraPro Use em This list is for reference only use right click when editing letters or Modifying Obituary Format to see the list and automatically type the expression for you Age in Days if under 1 Year 640 0 400 40 4 5 4 54 40 Age in Months if under 1 Vear vic isis ds ie date bars Age 2m Vea ss i226204 56 054 04 49656545 05056345042 40424 Armed Services puts XX if NOT member Armed Services puts XX if member Attorney Address SLPSSL a s 24 ae a5 a 8 0 a dale a dale ad Attorney aly State ZIP aeeie a area daia a are me deed Attorney NMG cui wo sa aaae Sew Swe See whe SS ww wee Attorney Phon
122. ity by using the pull down list the city county and state will be filled in for you The contact is the person who called you about the death not necessarily the next of kin or informant This is optional unless you want to be able to reach the person with any questions that may arise before the body is transported to the funeral home The informant is the person who will give the funeral director the information about the deceased If not known at this time leave blank it can be added later If you are serving a family you have served before you can choose the informant from the pull down list The relationship of the informant to the deceased is important It can help if you know the relationship because if it is the spouse it can save entry of that information later on Use the FAMILY relationship using full words like son daughter sister brother wife husband or spouse Enter the address and phone number of the informant If the deceased died at home and the relationship of the informant is spouse the address will be automatically copied from the place of death entered above The date and time of the arrangements conference can be entered here and is then available on your calendar and on the informant screen After you have filled in the information press the button labeled Click here when finished TerraPro will ask if the informant is also the person responsible for the bill If not sure you might want to an
123. l Security Number Update From Edt Current Case Robert David Probos M Shlomo Kaditz 12345 5769 eors S C R E E N Agrangements Birthdate Deathdate Time of Death Age Yrs Months Days If under 1 day Hrstin State File No Eat Bn 01 26 1945 11 16 2014 p 4 21 PM 63 23 2 30 SENSITIVE Date Filed Crematory Birth Gity Birth County Birth State Birth Cowntry F Forms Reports Mt Gilead Marion OH Eorms Reports Place of Death Pick Foreign Cary Facility Name City inside City Limits County Stam ZIP Card Shop Other Specifi v Miles Davis Memorial Hospital v Cincinnati Hamiton OH v 45230 Ervetopes Labels Occupation Employer Business Yrs Employed Silt Actively Working Year Retired Office Baker Kroger Retail Grocery 26 Y 1969 heckiet Residence Address City State ZIP County Inside City Limits On Form Doctora Cleegy Lists Y Sas T Conaus Marital States Wife s Maiden Name First Last Employment History verbose Right Click to edit paragraph Married v Uxor Mr Probos was a 1963 graduate of Withrow High School Citizen of Origin Race Education K 12 Collage Education Wistory No not SpanishHis v White v 6 BACHELORS DEGREE E G BA A BS v 2 4 Mr Probos Graduated from Ma Price Lists Monthly Statements Cash Receipts kines Links Our Wabeee Taerafes Wabans Father First Middle ast Mothers Full Maiden Name ight Click to Edi Informant Spouse Righ Click te edit Te Thelma Kay Probst SEEM wikio maA F Address Right Cli
124. l home or Pre need companies set up to handle the Pre need cases for your funeral home Each company provides separate accounting billing and reporting functions To setup a new branch or Pre need company See Appendix B setting up new companies You will need to obtain a license file for each new company or branch you add if the name is different Call TerraPro at 513 484 9729 to revise your license To select a company click on the image of the desired company To quit without selecting a company press the Escape key upper left of your keyboard labeled Esc or click the Quit button Mouse or Keyboard Many times you can use the Enter or Tab key on the keyboard rather than reaching for the mouse To navigate move around lists using the keyboard use the up and down arrow keys Something to watch for Occasionally you may click on the TerraPro icon on your desktop more than once and you may start more than one instance of the program This can cause unexpected results as TerraPro will behave as if two people are using the program at the same time This is not a problem on a network two or more computers linked together as one but it is a waste of resources of your computer Google winda WE TerraPro 9 00 WE TerraPro 9 00 TerraPro 9 00 To assure that you only have one copy check the taskbar at the bottom of your screen or top or sides if you have moved it to see if there is another cop
125. l selections by grouping them on a single line The clergy is brought over from the case data but can be changed here for any reason You can also add a fourth fifth or sixth clergy by grouping them on a single line 38 A photograph on a memorial folder can be a meaningful tribute to the PHOTOGRAPH deceased and if you have a scanner or the family can supply a picture in digital format you can add photos to any of your memorial merchandise offerings TerraPro CardShop Se Add a New Card Choose Card Memorial Folder Edit Card Refresh Data Choose Verse I Psalm 23 E fx Edit Data Text Font Times New Roman Text Color Verse Font Times New Roman Modify Layout of 2MEMS FRX Make Webpage Top Margin for Verse 3 Verse has 11 Lines i 12 Current FontSize is 12 Export Card Import a Card Add Edit Verses Font Size for Verse 12 Vitals Service Disposition Family Pall Bearers Music Clergy Select Source Scan Picture Scanner or Camera Filename of Image Double Click to Select Quit Funeral Program C TERRAPRO IMAGES PEOPLE BRANDON MULLINS SMALL JPG Edit Picture Using Photoscape This Data is for Memorial Folder ONLY TerraPro can scan a photo using your scanner software Place the picture on your scanner click the Scan Picture button and crop and scan your picture as usual It will be saved automatically to the TerraPro images people folder so that e
126. liam Adare aR TETES 1145 46 4 400 11002 Alberta A Adams Hazel Mecares EIE TES ES 3114 2 OH 14 Ken haicComes Fannie O Neal Tae TARE 406 1 801 41 0 00 DALANE Bian ONeal VT alinelle Lapeley oog ler Eee TAR 1 3 138 52 EIG WIS Maly Foske Eke abelh Com Epe TATS paa 1 267 BS Agres Manan Auth Gouri Jamies Sapp Meu THANE GA 3 412 240 2 562 20 ORES GChrlina Rerves ere TATA Go 5 BTS BEA Shannon Johnsi Mrk lsgul ee TAT S81 14 00 Kam Booher Cawl Goby Tst AAE ldi 3 48 8 AS 2E Lura Gunning ee TEES GE 4 041 18 D CSA ee Biy Gunning Juanita Goodman ee SHES gozi 473 04 Soe Cera Lany Goodman Wiliam Mill r ee ge 12 A o f ae Carol Bnew ae TPAS 243 5 162 65 E iwani rots ley ae WA AO Gas 2 0s 4 SBE Ol Pamala Bromagen Jacob Bustle ae IA 1845 Pe ao Mangarel DeVore ae ESE 1473 128 46 116546 1i Wiliam Devore Il Subtotal Ower 180 Days Past Due E24 112 70 POS SH Oar Se Si S07 ae Arlist cap orlist dbf Record EOF 215 Exclusive ETI sta rt i Manual doc M NOTES 42 AfterCare Chapter Keeping contact with your families promotes goodwill in the community and enhances your image as a caring business TerraPro comes with a complete Post Service Follow up system It can help you keep in touch with your families and provide information for them to make decisions about preplanning and other services you offer To access the system you will use the Survivors screens Each survivor can be approached separately f
127. lly charge for death notices but publish obituaries longer stories usually with a picture and having general public interest as news items Smaller town newspapers usually do not charge for obituaries and the line between a death notice and an obituary is less distinct OBITUARY SCREEN Since the obituary is one of the first items needing completion we have given you complete freedom in the way you create it You can type it yourself composing it from the information gleaned from the family arrangement conference You can also have TerraPro start to write it for you based on the information you have entered The more information you enter the more complete will be the writing of the automatic obituary Because of newspaper deadlines you may not have the luxury of being able to enter all information first so choose the way that works best for each case Let s suppose you have entered all the case information and wish to use the automatic obituary writer Place the cursor on the empty Obituary text screen and hold down the CTRL key and then tap the letter O for Obit naturally In a few seconds TerraPro will compose the information in a narrative style and place it on the screen for editing If you are not happy with what is presented just edit it or erase it and start over Scanning pictures has never been easier with out built in EZ Twain scanning z _ TerraPro 9 10 96 Single User 99 Joseph P Sample Funeral Home Cinci
128. mber TerraPro will add the correct formatting 56 TerraPro General Price List General Price List tem Blank to cancel 42 Cancel ae General Price List E Io L INEO30 kd SO Select Item Setup Default Bill Print For variable pricing enter negative U1 01 tem LINEOA2 For Category Heading enter price of zero 0 00 a Description Price Code Hairdressing Figure 43 New item Added to General Price List Notice that Item LINE042 has been added You can type any description you like but for purposes of illustration we are showing the word Hairdressing You can choose any price you like and depending on your state sales tax code determine whether the service is taxable or not Because the FTC allows some General Price List Items to have a range of VARIABLE prices such as the casket and vault we can indicate this by entering a PRICING negative penny 01 into the price field Then the price list will print the word Variable whenever it encounters this coded price To make a heading such as Facilities Charges just make the price zero CATEGORY 0 00 When the price list is printed this line will be formatted as a heading HEADINGS which will give your price list an easy to read format Casket and Vault Price Lists TerraPro can handle an unlimited number of caskets on your price list However we recommend entering only the caskets you usually use The ones on your current Casket Price
129. me 10 4M Disk foi 5 z District z County of Death Cause of Death T Modify Report Layout Import Top Prey Mext Bottom Copy Print Label Print Info Print Process Log Print Certificate Add Delete Exit Deceased Vital Statistics This is the main editing screen for your crematory From here you can copy a case from the current TerraPro case file or import one from the other branches If the cremation is for another funeral home you can Add a new case and enter the information directly on the screen and bill the charges to the funeral home 126 Two Scenarios 1 If the case is for another funeral home the billing is done on the TerraPro Billing screen Then a monthly statement can be generated from the Crematory Billing Screen for each funeral home you serve TerraPro personnel will assist you in setting up your crematory price list and default bills when you purchase the crematory module 2 If the case is from your funeral home use the Copy option on the crematory screen to copy the current TerraPro case into the crematory You will not need the billing screen unless you treat the crematory as a separate accounting entity Process Log The process log lets you keep track of the details of cremation Joseph P Sample Crematory Joseph Norman Thomas Deceased Billing Emissions Special Instructions Remove Rings l Date Delivered to Crematory osas 4 09 45 00 4M By Funeral Horne
130. ment w LINEO60 Funeral Ceremony LINEO O Wisitation or VYiewing LINEQSO Graveside service LINEOQSO Visitation one hour before Funeral or Mass LINE100 Transfer of Remains LINE110 Automotive Equipment within 30 mile radius LINE120 Casket Coach Hearse Notice the line number scheme you should become familiar with it as you edit your price list Use the mouse or arrow keys to select a price list item to work on For now let s choose LINE030 embalming oe General Price List Minja tweo30 gt Select Item Setup Default Bill Print For variable pricing enter negative 01 01 tem LINEO3O For Category Heading enter price of zero 0 00 ls Description Price Code Embalming 295 00 u Except in certain special cases embalming is not required hy law Embalming way be necessary however if you select certain funeral arrangements such as funeral with viewing If you do not want embalming you usually hawe the right to choose an arrangement which does not require to pay for it such as direct cremation ar immediate burial fe Included in Package Code Price List Print Sequence Package Sequence Class Not Determined WW Choose Y General Ledger Link Code SER Free Miles Allowed if applicable o Quit Add Mew Item Delete this Item Picture Back Forward gt Caskets Vaultsimerch Figure 42 General Price List Embalming Item The description is the short description identifying t
131. n Expression CASES Last CASES Firs gt Format 7 Cancel Field position C Float Calculations is f Fix relative to top of band Print When C Fix relative to bottom of band Click OK and Preview Duffus Pammelee Name of Deceased OCT 191915 OCT 25 2002 Date of Birth Date of Death 268 278 1937 Social secunty No Mt Moriah Cemetery 1 Cemetery Plot Donald O Connor Funeral Home Inc Funeral Home Not quite what we are after is it The problem lies in the way FoxPro Data Tables are set up When we make a column for Last name or First name we have to tell FoxPro in advance how many characters we expect the Last name to take up Obviously Bach is shorter than Tchaikovsky but we have to allow for the longest name we expect to encounter So we have allowed 15 characters for the last name Since Duffus is only 6 characters we have 9 spaces after the last name then the first name To show only the name and not all the empty spaces we TRIM the trailing and leading spaces using a function called ALLTRIM Functions are little computer programs already in FoxPro or TerraPro that you can use to alter the way data looks To use a function state the function name then surround the data to be altered with parentheses ALLTRIM CASES Last Edit the box again changing the data expression as shown in Figure 79 Expression Builder Functions String tert Logical Date date Fi
132. n The description of the event will be automatically entered for you The calendar at the upper left allows you to see your company calendar for scheduling purposes If you use Outlook Calendar or Google Calendar the event can be automatically copied to that calendar by clicking the button below the calendar icon You can edit the list of types of events by right clicking the pull down arrow and you can edit locations or add new ones by right clicking the pull down arrow next to the location field Add as many events as needed for this case When finished click the Quit button then click anywhere to update the Services information 11 The Church Affiliation and religion are also optional For Jewish funerals if Jewish or Judaism is entered as the religion additional inputs are visible to indicate choice available Rabbi Rabbi Bob Alper Shomer ongregation Herb Alper 4495 Sundance Highway Pocono PA Tahara Talit Hebrew Deathdate Congregation Congregation Herb Alper Dia ee hl Religion Jewish Print Yahrzeit Calendar The Hebrew death date is calculated and a Yahrzeit Calendar may be printed for the next 50 years anniversary dates rd Muslim faith preparation rites information can also be gathered if the religion is indicated as Muslim imam Muhammad Ali Ben Sank Home NIA York HIA Ghusl Bathing Mosque Residence Religion Muslim The Casket and V
133. n you choose a label format such as 30 up the following appears on PRINTING the screen LABELS Envelopes Labels Karen Sue Haldeman 6404 Coffey Street Cincinnati OH 45230 Tee aise O Doctor Cemetery Clergy1 O Clergy 2 Informant OSpouse O New or Choose Survivor TRS Le O 10 Envelope 30 up Labels O 10 up Labels File Folder 8366 File Folder 5201 TRE ee O Monarch Envelope 14 up Labels 6 up Labels Priority Mail Label Custorn Ownmoinoust J ent lll _ File Folder Labels Figure 37 Label Guide The diagram at the right side of the screen allows you to select which label to start printing on This can save many sheets of partially used labels and avoid excessive costs of purchasing labels only to throw away half of them At the lower right you can choose how many of the labels you need in case you want to produce more than one label to the same address For the 30 up labels only you can also check the box labeled File Folder Labels and the address will change to the Decedent Name File Number and Death Date so that you can print a spiffy looking label for your paperwork file folder You can also print Avery File Folder Labels by choosing that option We also have included a spare custom label for special needs When you have made your selections click Print load labels in the printer and check the preview screen for any last minute changes and then click print click on
134. nd yourself of tasks that need completed Other choices are available from the forms screen Clone this form Although cloning humans is not a good idea cloning your forms can allow you to make modifications in a form without harming the original copy Clone means make an exact copy Purchase New Forms Online This takes you to the TerraPro Store on the Internet where you can order special forms Edit Form Name Change the name of the form or add FoxPro commands that gather data or summarize information for the form You should do this ONLY under guidance from a TerraPro representative unless you are comfortable using the FoxPro command language Quit return to main TerraPro screen Print discussed above Export Forms Copy a form to a floppy disk for modification by TerraPro personnel Import Copy form from floppy disk after modification by TerraPro personnel 30 Chapter CardShop Using TerraPro s CardShop makes printing memorial merchandise a snap Pictures and verses can be changed to customize your folders and prayer cards to meet your familys requests Choose CardShop on the TerraPro main screen menu by clicking on the button labeled CardShop Choose Card F E X Import a Card Add Edit Verses TerraPro CardShop Figure 20 Opening CardShop presents you with this screen The first thing you must do when starting CardShop is to choose a card to CHOOSE CARD print Click on the arr
135. ndceadiuscauediviecrsdiwnsusererautesusventaueiauiisuitsusisueimiaanaienen 63 INSUFANGE PON CIES jacsieciucsiderasncaienadidaduaadvansiuasanbamanenunmannneen 76 Modifying Forms Reports and Cards ss 82 Crematory s aaa aaa 95 UET ES aroia AAE 97 Appendix A Behind the Scenes ssssss 5 103 Appendix B Setting up Companies 108 Appendix C Expression LISting sscsssessnsessseesnseessensnens 112 Appendix D Supplemental ScreenS sssssssu 115 Appendix E Crematory ssssss 22 125 Appendix F Australian VerSiOn sssss 5 130 Chapter Using TerraPro How to use TerraPro to save time avoid data errors and streamline your paperwork erraPro Professional Funeral Home Software is designed to save you time Although TerraPro was written to be easy to use this manual can help you by pointing out some of the timesaving features you may have missed while using TerraPro Throughout the manual you will see icons little pictures or figures which will point out information you may want to remember When you see icons next to paragraphs look for valuable information about topics of interest test your grasp of a particular subject or get hands on keyboard experience in trying out various tasks We suggest you keep the manual near your computer fo
136. ng data is easy in TerraPro because we have done the hard work in the background of making sure that you are looking at the right row of data when you select which case you are working on Then all you have to do is tell us what column you want to show We use the term field instead of column but they mean the same thing Since data is stored in several different tables it becomes necessary to preface the field name with a table name like CASES Last to get the last name from the CASES table There are tables for survivors veterans information billing and files for storing locations staff members and mailing list recipients TerraPro takes care of finding the data for you all you have to do is tell it what data you want printed on a form or report Although we make a distinction between these types of computer output FORMS they are really all from the same FoxPro Report Designer REPORTS We only call them by different names so that your job of getting the paperwork out is easier It s called Divide and Conquer If we listed all the forms and reports in one big list it would be harder to find the report or form you wanted CARDS BILLS Ok so why call them forms and reports A form is usually based on a pre printed form that used to be manually filled out by hand or with a typewriter It typically deals with information for just one case Forms and Cards are examples 83 A report is a list or reporting of
137. nnati OH 25 Cases On File Case intormation fO TerraPro Case Data o S feta R Probes Robert y Some of the choices Filenumber Add New Case shown are optional add ons If you have an internet website you can automatically add this obit and picture to websites we host or partner with You can also email the obit and picture directly from this screen to the TASAN Cina Write Obi __ Est Current Case Aprangements Edit Ball Crematory Forms Reports Eoems Repocts Card Shop Envelopes Labels Office Checks Doctors Clesgy Lists Pride Lists 30 Check Box to NOT Pra this Obit on Website Update Website Email Obit Obituary Disposition Marker Probos Robert Damd preceded in death by an uncle Hewonymous Bosch Beloved husband of Mrs Georga May 7 Check Box if Video Tribute Foolery nee Uxor lonng father of Rochard Henry Probos Sarah E Fikamento Vera Mae Tochter brother of IDF Tess Mane Sanctumomals Fred Norman Probos ded November 18 2014 age 69 years Rendence Cincamman Celebration of Life at Maple Grove Cemetery LOT East Center St Frends may call Fnday September 26 2014 from 4 00 PM 5 00 PM at Little Hope Baphst Church Bunal at Mt Washengton Cemetery Cincaunah Otao an Memortal Contnbutons may be made to Hospice Foundabon of Amenca 777 17th Street Suse 40 Miana Beach FL Picture 33139 OR Link http www youtube Select Source Scanner or Carnera Jozeph P Sample Funeral Home
138. nnel at 513 484 9729 for remote suppott When you print insurance forms keep in mind that some forms want to list ALL policies and others want only a specific policy For this reason before you print you will be asked whether you want to show all policies for the deceased or only this policy If the deceased has multiple policies with the same beneficiary you can enter them all on one record separated by commas This chapter has hopefully made it easier for you to handle the insurance forms that come your way Use the space below to add any notes for yourself or others 81 Chapter Modifying Forms Reports and Cards TerraPro has extensive tools to help you create new forms reports and memorial merchandise A little study of how these work can pay off with improved productivity and a sense of understanding how the data you have entered can be retrieved Warning You must be the curious type to be effective at modifying forms etc If you have fear of computers or are afraid you might make things worse this chapter might not be for you However if you follow the precautions covered here there is no reason that anyone cannot learn how to change forms and reports Learning FoxPro s quirks and tricks is key to becoming proficient in modifying forms and reports One of the questions that bugs users a lot is What happens to the data when I WHERE S THE _ type it in to the screens DATA The simple answer
139. ns and churches from the Figure 15 screen also Just filter for the type of location by clicking one of the filter check boxes then click on Labels you can preview them first to assure all addresses are complete 24 Editing Locations TOX Location Anderson Hills United Methodist Church Chapel Address 7699 Beechmont Avenue Address ee City Cincinnati Twp Pe County Hamilton State OH Zip 45250 District Spare 513 222 9999 FAX Memorials Pn Top Prev Next Bottom Find Print i Edit Delete Exit Figure 16 Editing Screen after saving After saving you have many choices Top Go to the first entry alphabetically Prev Go to the entry alphabetically before the one displayed Next Go to the entry alphabetically after the one displayed Bottom Go the the last entry alphabetically Find Brings up a dialogue box that lets you search for the location by any of the fields listed Print Print a Rolodex Card for this entry Add Make a new entry in any category Place Church Cemetery etc Edit Make changes to this entry Delete Delete this entry you will be prompted to confirm delete Exit Leave the editing screen return to the locations main editing screen 25 Editing Survivors TerraPro uses the term Survivors rather loosely It refers really to People living or dead related to the deceased or not but sharing the common prope
140. ntainen Calesulle Soe CREMAINS PLACED IN URN CORTAINER BY DATE _ Tine 1200 AM CHAPEL FUNERAL HOME NOTIFIED CREMAINS READY BY Dave Time 1200 AM Spoxe to WHO RETURNED CREMAINS TO FUNERAL HOME DATE Trme _1200AM __ SPECIAL NoOTATIGHS TEMPERATURE MOMITOR UH FILE VISIBLE PARTICULATE EMISSIONS ABSENT PRESENT IF PRESENT COMPLETE THE FOLLOWING Coton Black TOTAL TIME DURATION oF EMISSIONS Minute CORRECTIVE ACTION TAKEM pone As with all TerraPro forms this report can be customized for your crematoty TerraPro will also print a certificate of cremation and a label 128 SB CITY gt CREMATORY Na St Zanestile OH y a ae CERTIFICATE OF CREMATION Zanesville Ohio September 8 2014 The undersigned being on this date the manager of Joseph F Sample Crematory hereby certifies that the remains of Joseph Norman Thomas were cremated on the sixth day of September 2014 I further certify that the burial permit prerequisite to the cremation of remains accompanied the same and that it shows June 9 2014 as the date of death as the cause and 108 as the age Cremation Certificate Joseph P Sample Crematory 6404 Coffey St Cincinnati Ohio 45230 _remation 018 Date 09 06 2014 Jame of Deceased Jo eph Norman Thomas Jate of 06 06 1906 Jate of 06 09 2014 ause of Death ermit ho District No Representative Joseph F Sample Crematory Label
141. nts Line icc 2scs eee s eee s eees eset sescseesses COUNTY f Death ses ee es eects var ete sete te eee a aa a dee Sede County of Residence Deceased ci eves evaveeadeewis Date of Birth long form January 26 1945 a lt adas Date of Birth short form JAN 26 1945 2241444344 Date of Burial Long Form January 29 1994 Date of Burial Short Form JAN 29 1994 IIF CASES AGE lt 1 Daysold IIF CASES AGE lt 1 Monthsold CASES AGE IIF CASES Armedserv N XX ITF CASES Armedserv Y XX fOaddress SURVIVORS AT fOcsz SURVIVORS AT fOname SURVIVORS AT fOphone SURVIVORS AT ITTF UPPER VETERANS Branch ATIR FORCE XX TIF UPPER VETERANS Branch ARMY XX ITTF UPPER VETERANS Branch COAST LIF UPPER VETEKRANS Branch MARINES XX LIF UPPER VETERANS Branch NAVY XX LIF UPPER VETERANS Branch 0O XX ALLTRIM CASES BUSINESS getbillitem 35 price ALLTRIM CASES Grave ALLTRIM CASES Lot ALLTRIM CASES Lotowner ALLTRIM CASES Section ALLTRIM CASES LOCATION ALLTRIM CASES CEMETERY TRIM CASES Cemetery TRIM CASES Location ALLTRIM STR INT getbillitem 50 qtyord fOname SURVIVORS CE fO0address SURVIVORS CE f0csz SURVIVORS CE ALLTRIM CASES Citizenshp ALLTRIM CASES Citydeath fOcity SURVIVORS SE fOtwp SURVIVORS SE fOname SURVIVORS C1 fOname SURVIVORS C2 M
142. o the details about each cemetery bien On the Service tab you can edit Places of service by right clicking on the pull down for place of service and edit the list of churches by right clicking on the pull down for churches In fact at any point where prompted by the tips you can right click to do more with the data If you happen to right click where not prompted no harm is done 21 Editing Locations Now that you know how to get to the locations editing screen by right clicking on certain pull down lists let s find out how to make changes to our locations list What are Locations Locations ate defined as facilities where death occurred churches and other places for services to be held cemeteries or crematories and so on Let s do it As with other editing in TerraPro you get behind the scenes for data lists by right clicking on the appropriate pull down list If not already editing a case click Edit Current Case 1 on the Main TerraPro Screen menu Click on the Service tab 2 then right click on the Place of Service Arrow 3 Case Information Probos Robert vl P Add New Case Write Obit Marker Service Date Place of Service mes Right Click to Edit Saturday September 27 2014 1 30 PH hd Haple Grove Cemetery yv Member 26 2014 from 4 00 PH 5 00 PH at Little Hope Baptist Church Arrangements Service Time Edit Bill Cr
143. ohn Allen Or even better let s say the requirement was that the last name must be UPPER CASE like DOE John Allen Return to the Modify screen if not already there following the steps outlined above This time double click the box with the word deceased in it Report Expression Expression Format 7 Cancel Field position roz Calculations f Fix relative to top of band Print When CO Fre relative to bottom of band Stretch with overlow Comment Figure 67 Report Expression Builder The Report Expression Builder box allows you to change the data expression that will appear on the form Notice that the word deceased is highlighted If you start typing from the keyboard you will replace the word deceased with whatever you type Type the following CASES Last you can type the capital letters as shown or all lower or upper case but it makes it easier to understand if you use the convention shown so please follow it Then click on OK and click File Preview Duffus Name of Deceased OCT 191915 OCT 25 2002 Date of Birth Date of Death 268 28 1937 Social Secunty No Mt Moriah Cemetery 1 Cemetery Plot Donald O Connor Funeral Home Inc Funeral Home Now we have just the last name from the CASES file Let s add the first name to this Press Escape to get back to the Report Designer Double click the box that now says CASES Last and change it to read as below 89 Report Expressio
144. olor correction or hundreds of other artistic options by using a separate program such as Adobe Photoshop A free program we recommend is called PhotoScape and is available by clicking the button to the right of the photo on the obituary page Once installed clicking the Edit Photo button will load PhotoScape with the selected picture ready to edit If desired it can then be saved as a different name to preserve the original picture 13 If you want to embed a link to the Video Tribute you can copy and paste the link on this screen upper left or if you use a service you may be given a tribute ID to enter Call us for individual help on this topic There is a shortcut to the Survivors Screen here in case you need to check some information or enter more survivors You can adjust how the obituary is written by clicking on the Modify Obituary Format button See Appendix D for information on how to use the Modify Obituary Format button The Print Fax button will let you print or fax the death notice in a customized format See TerraPro personnel for advice on how to customize this form or read Chapter 10 if you would like to do it yourself Count Words gives you a word count and lets you estimate the cost of the death notice based on the number of words per line and the line charge from your local paper This is an estimate only and may not reflect the actual charges incurred Manage Other Images and Documents is the door to a
145. on the button labeled forms Visual TerraPro Forms Printer Use mouse to select forms or start typing form name Click Once to Add to List Click Again to Remove from List Selected Forms Preneed Information Sheet FUNDED Press Community Newspapers Radio Obituary Receipt for Personal Property 1 Receipt for Personal Property 2 Receipt for Personal Property 3 Sales Tax Tape Social Security Form S54 72 South Carolina Cert of Death Worksheet VA2008 Flag Form south Carolina Certificate of Death Strong Funeral Home Obit Form Attendance Form printed 03 21 2008 08 54 44 AM Tennessee Death Certificate Back Attendance Form printed 05 21 2008 08 54 55 Oh Tennessee Death Certificate Front Applicaton for OC Butler County printed 05 21 2008 is Ya i on Fr eae eh GE 3 08 55 25 Ari A2008 Flag Form E P A RARS Cardfile 3x5 printed 03 71 2008 08 57 24 AM WA21T 530 Burial Benefits Back Cartile 3x5 printed 03 24 2008 08 57 31 Ahi WA21 590 Burial Benefits Front printed 03721 2008 08 57 45 And VA40 1330 Marker Application Application for Certified Copies printed 03 24 2008 VAd0 1330 Marker Application Back cu es cielo Nee Bare Oe clone this Forrn Eat Form name Im EXE ace Vaa Figure 19 Form Selection Your list of forms may look different than the one above because this list can be fully customized to add or modify forms to fit your exact needs As indicated on the screen y
146. or 68 quantity of item on bill 65 QuickBooks 73 Quicken 73 Receipts printing 67 refunds 67 Register Book 38 Family Record 37 printing 31 registrar 109 relationships 26 Religion J ewish 12 re number case 4 101 report 41 choosing 42 definition 84 report designer 84 Rescue 102 return address 50 right click 21 Sales Tax adjusting rate 67 changing default rate 108 how calculated 67 linking to QuickBooks 73 on item 66 SBT Accounting links 109 screen size 65 search function 98 Ship in Ship out See Flight information size verses 34 Slide Show 14 Staff on list 52 Support 102 Survivors definition 26 entering 26 other relationships 26 relationships adding and editing 26 Tax how calculated 67 on an item 66 texting 27 ToDo List 118 tool tips 8 Tribute 14 TriState Online 14 Utility Menu 97 using to change setup 108 VA Forms 21 530 15 flag 17 marker 40 1330 18 online 15 verses centering 34 version changes 101 Veterans Honors 8 Votive Online TerraPro 14 Wallpaper changing 3 none 3 Web Pages creating from forms 30 word count 14 Yahrzeit Calendar 12
147. or After Care services and recording of contact information Use the help button for guidance Survivors File for Robert James Probos Case 2011 501 Spouse Information SURVIVOR Mary Ellen Probos Prospect Approach for Marker Post Service Followup Six Month Call Anniversary Annual Followup 30 Day Followup Post Service Followup Due Died October 19 2011 Made Letters Labels Cards Staff initials 05 10 2010 03 01 2011 KS 10 25 2010 03 01 2011 HR 04 16 2010 04 1 7 2010 DJ 04 26 2011 04 26 2011 DJ 05 26 2010 10 01 2011 Results Copy of Grie1 to Mary Probos Letter Printed on 03 16 2010 12 15 55 PM Preneed Approach Letter to Mary Probos Letter Printed on 03 01 2011 03 41 47 PM Sympathy Letter to Mary Probos Letter Printed on 03 30 2011 12 35 09 PM Grief Letter 2 to Mary Probos Letter Printed on 03 30 2011 12 35 30 PM lt CHOOSE ANOTHER PERSON Figure 302 After Care Post Service Followup Screen Checking the box next to the word Prospect will automatically fill in milestone dates such as follow up calls and anniversary dates You can change the descriptions of your aftercare milestone dates and the elapsed time before these dates by right clicking the date box you wish to change These changes will then apply to ALL subsequent survivors tracked by the system You may freely
148. ormation about the status of your business Visual TerraPro Forms Printer Use mouse to select reports or start typing report name Obituary Sheet Eckard Baldwin printed 04 21 2005 03 53 20 Pha ase List hy Date printed 0429 2005 07 30 25 Phi ase List hy Date printed 0429 2005 OF 32 42 Phi Dayton Matonal Cemetery printed 0749 2005 11 09 25 Oh Social Securty Form 350 721 printed 06 22 2005 11 24 02 Oh WO2008 Flag Forn printed 08 22 2005 11 24 12 Oh l Import Report Figure 29 Reports Screen You can Print Reports very quickly Choose Forms Reports from the Main Menu then press the button labeled Reports The screen above will appear and just like forms you can choose to print any report on the list 41 Use the mouse to click on the desired report and it will be added to the list of Reports to be printed When you click on print each report will be brought up in turn and you may then be asked for some input such as starting and ending dates for the report if appropriate Enter the information required and the report should appear on the screen You may then choose to print the report or close it Microsoft Visual FoxPro Report Designer openar frx Page 6 O OX Donald O Connor Funeral Home Inc djaj By e fpo e g Accounts Receivable Aging Report Deceased Filenum ber Bill Dategdays Amount Balance Last Pay Ferson Responsible Kiargarel Thompson aha TER 414 44215 449215 Raph F Thompson Wi
149. other DA Daughter SO Son UN Uncle AU Aunt etc Where not obvious what the relationship is use the pull down list to choose If the relationship is not listed use the right hand mouse button to edit the list Once in the list press CTRL Y hold down the CTRL key and then tap the Y key Enter the new relationship and code and then under male and female enter the relation if the deceased is male or female The other relationships this person has are also important It is possible for one person to have many relationships to the deceased and many duties to perform For example the Spouse could also be the informant person responsible for the bill flag recipient marker claimant etc In order for TerraPro to know who has these responsibilities you MUST enter the other relationship codes into the other relations field There is room for up to seven codes each separated by a space If your cursor is not properly placed it is possible that using the pull down list will cause a code to be 26 divided over the preset spaces in the field Make sure each relationship has two characters If entering codes manually the space is automatically entered for you do not use the space bar in that field The button labeled Browse Add can be used for quick spreadsheet style QUICK ENTRY entry of family members It will be necessary for you to know the family OF FAMILY relationship codes before you start entering family members as there is no
150. ou can click on a form name to select it for printing When you do its name appears on the right hand side of the screen under the list of selected forms You can add as many forms to the list as you like When you are ready to print TerraPro will pause between each form to assure that you are ready with the appropriate paper in your printer When you click on the Print button you will be asked if you are ready to print Then you have four choices 29 TerraPro Form Printing Ready With Cemetery Form Preview Yes Go ahead and print Printer is ready with paper Preview Look at the form on the screen first to check for errors Skip Oops I selected this one by mistake let s skip over it Modify Change the way the form looks This requires some knowledge of the FoxPro Report Designer Although not terribly difficult to use you may want to read chapter 9 Modifying reports and cards before attempting to modify your own reports TerraPro personnel are more than happy to make modifications for you at a reasonable cost so give us a call and let us know what you are planning Create Webpage Any form you can print can be made into a web page This might be useful for creating online price lists memorial folders or other pages After printing you are returned to the form selection screen Notice that the date and time and name of the form have been added to the list of forms printed You can edit this list to remi
151. out the exit door Choose Card Mernorial Folder 2 up j Choose Verse Psalm 23 Quit Top Margin for Verse 0 Verse has 19 Lines Font Size for Verse 10 Current FontSize ts 8 Since the verse font size the size of the printing was a little small we will adjust it ADJ UST CARD from 8 points to 10 points Either type 10 in the Font Size for Verse box or click on the up arrows to increase the font size This type of control is called a spinner and is handy when using the mouse to change the value of the object 34 Preview the card again by clicking on Show Card If it looks good you can go ahead and print using the Print Preview box Printer Icon Print Preview If needed you can adjust the font size further or adjust the top margin until PRINT CARDS youate happy with the position and size of the verse Print one copy of the card to assure everything looks good in print then make any other adjustments you like and then use the print dialogue to print as many cards as needed gt gt i foo Be S Printer Name hp deskjet 3820 series v Properties Status Ready Type hp deskjet 3820 series Where USB001 Comment Print range Copies All Number of copies f fi 9999 ages rom to Bee E C Coni Figure 23 Print Dialogue Box SO etmes the card looks good but the data which prints is wrong You EDIT DATA can edit the data on the screen or
152. ow at the end of the box labeled Choose Card and you will see a list of the cards or other memorial merchandise that have been setup for you by TerraPro personnel These are grouped as Acknowledgement Cards Memorial Folders Prayer Cards and Register Book Other types of printed memorials may also be listed depending on your needs Once you have chosen a card the following screen will appear 31 Show Print Card Add a New Card Edit Card Refresh Data ae i SERTER Hel Quit Tribute Center Text Font Times New Roman Change Text Color Change Edit Data send to Word Verse Font Times Roman Change Modify Layout of 29088 FRX E Top Margin for Verse 1 2 Verse has Lines Crans ee gt a Current FontSize js 17 E A Add Edit Verses Font Size for Verse 12 Current FontSize is 13 Edit Card RTF iiei Third Psakn IN MEMORY OF e Twenty Third Psaln oe Robert David Probos The Lord is my shepherd I shall not want Shlomo Kaditz He maketh me to he down in green pastures HAIE a He leadeth me beside the still waters coe He restoreth my soul DATE eons He leadeth me in the paths of righteousness Sua ee for His name s sake Mass of Christian Burial Yea though I walk through the valley Trinity Baptist Church of the shadow of death I will fear no evil Marion Ohio for Thou art with me Thursday July 2 2015 Thy rod and Thy staff they comfort me 11 00 AM Thou preparest a table before me OFFICIATING in the presence of mine enemies Rabbi
153. ply TerraPro CardShop FAMILY Show Card Add a New Card Choose Card Register Book 3 Family Record v X Quit Edit Card Refresh Data Edit Data Text Font Times New Roman Text Color Modify Layout of REGFR FRX Make Webpage Export Card Import a Card Add Edit Verses Vitals ServiceDisposition Family Pall Bearers Music Clergy Photograph Funeral Program Spouse Karen Sue Haldeman Father Walter Clifton Haldeman _ Enter family using memo Mother Trella Frances Hemmerly Children1 sarah Sapp Children2 Josh Haldeman S Children3 Jeg Haldeman Children4 5usannah Haldeman Children5 Children6 Children Children Children9 Children10 This Data is for Register Book 3 Family Record ONLY Figure 26 Family Data Entry Family data is usually used for the Family Record Page of the Register Book so the card selected has been changed to that page TerraPro CardShop Show Card Add a New Card Choose Card Register Book 3 Family Record v X Edit Card Refresh Data Quit Edit Data Text Font Times New Roman Text Color Modify Layout of REGFR FRX Make Webpage Import a Card Add Edit Verses Vitals Service Disposition Family Pall Bearers Music Clergy Photograph Funeral Program Export Card Spouse aren Sue Haldeman Father walter Clifton Haldeman M Enter family using separate lines Mother Trelia Frances Hemmerly Haldeman D
154. pull down available during entry You should also remember to mark the members as family by putting a T in the List with Survivors column Later when creating an Obituary or Family List CTRL L will build a list of relations names and cities for those survivors marked as family members MEMBERS B Terr ro 9 08 48 Mulii Lher 99 Jozeph P sampit Funeral Heme E Terra ro Survivora Eaay Entry Click In leftmost column to delete cohen to delete am entry Click on column headers to sart by that heading Last Mane First Mame Middle Mame Cl State List wlamiy Detd A a ea E E Po ieee Eee ea e fe tr E Terenas Proves a i Me Ellen Cincinnati Henry A jra Cincinn ati l ke Ea OH T l Las Vegas wir EE Be Alonzo a O Just Show Family Tew Bi octets e I Previous Nos Family dalvesenrT Show Comments Figure 18 Browse Add Survivors Quick Family Member Entry Screen AFTERCARE LETTERS See Chapter 6 AfterCare for details about using the built in Post Service Follow up system in TerraPro TEXTING If you enter a cell phone number for any survivor you can text directly from TerraPro and hear back from them This gives you a record within the case file of any texts sent to the survivor 27 NOTES 28 Printing Forms After data ts entered that appears on a form you can print the form This chapter tells how to print forms From the main TerraPro screen select Forms by clicking
155. r quick reference Use the Table of Contents or Index to quickly find the answer to the question ou have If you cannot find the answer in the manual please don t hesitate to phone us at 513 484 9729 or email us at haldemandavid gmail com How to Start TerraPro After TerraPro is installed on your computer you will have an icon pictured at left on your main computer screen called the desktop or on your Windows 8 10 Start Menu Using your mouse move the cursor usually an arrow it s the thing that moves when you move the mouse so that it is over the TerraPro icon at left and click twice quickly this is called double clicking If this doesn t start the program try double clicking a little slower If it still doesn t start use the right hand mouse button and click once over the icon then left click over the word Open Adjusting the Double Click Speed The speed of the double click can be adjusted Click on the Windows Start button choose Control Panel choose Mouse and adjust the Double Click speed to your liking Click OK to save and close the Control Panel by clicking the X in the upper right corner Choosing a Company After starting TerraPro you may or may not see a Company Selection Screen If you do not and the program just starts opening files and presents you with the main TerraPro screen as shown below this means you only have one company set up When we refer to companies we mean branches of the funera
156. ral Home Inc Default City State amp ZIP LELIE 6404 Coffey St Balad 45230 R t j i e F Cincinnati Ohio 45230 etault County Hamilton Set Bill Date to Deathdate or Service Date Registrar Sales Tax District Fiscal Year Ends E use Passwords i Phone 5 454 9729 Pe a ips Us 6 50 Hamilton Ci FC aes C Finance Charge 1 50 Link to Accounting Program eum EUAS Sample Data PEE lie EEGA Gluickbook w Use Deceased Name as Customer Name 1A dhald terradise net oar Company email nie ei ew EC D PROGRAM FILESYNTUITWQUICKBOOKS PRO VWJOSEPH P al ta Rachie boyd bornfuneralhome com AEMET ERA accounts Receivable Accounts Receivable Branch 1 EUTECH ENGLISH List Cases by Filenumber or Deathdate F D AAAG Merce 06 09 2008 ER T AE LELA i YY nnn mem mete 2009 027 G Default Payment Terms days Next Bill Number hj 10059 Alternate Card Shop Data Folder Backup Interval Days Cee Cm Celie 513 484 9729 or dhaldeman terradise net Timeout Interval Minutes a Data File Drive Folder System File s Drive Folder is Billing Timeout Minutes 2 Laptop Installation Mf Update Website Obits from TerraPro W Send e Mails from TerraPro Sura E EA S L Smtp youremailprovider net TRATE rum youremailaddress EESTIGA yourpassword Add Company Delete Company Choose Price List Choose Memorial Merchandise Figure 78 Setup Editing Screen 108 Most of these items are critical to the way TerraPro beha
157. re not sure or if you make a typing error Choose Utilities Re number and follow the on screen instructions First Call Screen The information you will type in on this screen is the basic information you might know after receiving the death call If you don t know the information just skip over it because you can always enter it later However the more you enter here the better TerraPro can help with information entered later In some states you can enter the information online and have the certified copies of death certificate sent to you as soon as the doctor electronically signs it First Call BAN i Jolm William Wiliam fice a m 7 si OEI O00 Gringo oTr O Hospice Nurse Kate 2a ee E Name o person repo ro ye deal WOT INEB LAIN i lee T4 Chick t e Koger Doe Sarha i 123 Main Street LE Villa Hills er 41014 10 20 2011 09 00 AM Cancel Taa sya eiarabi Click here when Finished Figure 2 First Call Screen Enter the name of the deceased in standard format John William Doe first middle last If the person has a hyphenated last name enter it like this Mary Beth Smith Doe Keep in mind the case will be alphabetized under Smith Doe not Doe Smith If you do not know the full name just enter as much as you know you can always change it later Pressing Enter or Tab will allow you to enter the date of death if known be sure to use zeroes in front of single dig
158. rraPro Images folder so they may be easily accessed from your network If you double click your cursor on the folder icon labeled images then double click again on the folder labeled wallpaper you will see a list of files describing the wallpaper pictures Click once on one and you will see a preview of the image Double click it to choose it If you cancel choosing a picture you will get no picture You will be asked if this is a permanent change or just for this session This is handy if you want to have a plain color as your background Right click on the plain background to change the color Unless you made this change permanent the next time you start TerraPro the picture will be back Why do all this just for a picture Later on when we print memorial folders with pictures you will use this same technique to choose a picture for the card Practicing it now will save you learning time later on when you need cards in a hurry Learning to navigate around your computer s files and folders is extremely helpful and strongly suggested We STRONGLY suggest you place all funeral related images in the TerraPro Images folder so that all users have easy access to them Adding a New Case TerraPro is setup to allow you to quickly add a new case without having to know all the case information When you receive a death call we ll call it the First Call you can start the case information right away and then update the vital statistics gat
159. rty of being a part of the case information for this deceased You can get to the survivor editing screen by right clicking on the informant s name or by clicking Edit Survivors on the Obituary screen You can also get there by right clicking on the pull down arrow for the clergy or doctor pull down list or the father or mother s name In other words wherever a survivor is referenced on the main editing screens you can drill down to the survivor editing screen by using the right hand mouse button CHOOSE ANOTHER PERSON Salutation Date Married Marriage Info memo Maillist Codes P O Box Apt Street amp 1076 East Church St City Marion iii f 5 ty Arrangements Conference County p z Date Time l 10 04 2012 12 00 AM Evening or Home Phone Daytime or Work Phone FAX Cell Phone E mail Birthdate SSN ec ee me When adding NEW records fill in City State amp ZIP Automatically I senor Figure 17 Survivor s Screen An important part of this screen has to do with defining the relationship s of the survivor to the deceased TerraPro uses two letter codes to define relations Most of the codes use the first two letters of the relationship For example FA Father MO M
160. s you did not specifically ask for we will explain the reason in Writing on the statement we provide describing the funeral goods and services you selected Included in Package Code Price List Print Sequence Package Sequence Class Not Determined WA Choose gt General Ledger Link Code Free Miles Allowed if applicable D Quit Add Mew Iter Delete this Item Picture lt Back Forward gt Caskets vaultsiMerch Figure 41 General Price List Editing Screen The FTC requires certain language to accompany each item on your price list in order to standardize what families see when making arrangements This allows comparison shopping and can work in your favor if you are offering greater value than your competition 54 TerraPro uses Item Numbers to uniquely identify every item on your price list The item numbers MUST start with the word LINE followed immediately by a three digit number to indicate in what order the items occur on the price list We suggest that the items be numbered by 10 s so that you can squeeze another item in between two items if necessary To see what you have on the price list click on the arrow at the top of the screen General Price List Select Item Setup Default Bill Frint LINEQ10 general Price List LINEQ20O Basic Services of Funeral Director e Staff LINEO3O Enbalming Tax LINEO40 Other Preparation of Remains Pues LINEOQSO Use of Facilities and Equip
161. se during a Remote Access Rescue Session to fix DOT problems It is not recommended for use unless told to do so or you feel very PROMPT confident working with FoxPro data files Internet Remote Support is available 24 7 from TerraPro Staff by clicking the Rescue button on the Main TerraPro Screen You will be taken to a website where you can enter a 6 digit PIN to allow knowledgeable helpdesk staff to guide you to an answer or merely fix a problem or add a new form 102 Appendix A Behind the Scenes You may be curious about how the data in TerraPro is stored and what happens behind the scenes If not skip this section FoxPro and TerraPro TerraPro uses Microsoft FoxPro to both store data and as a programming language In fact the name TerraPro reflects the combination of Terradise Computer Systems and FoxPro This language is used by most of the funeral home software packages available today The reason is simple FoxPro provides the best tools for storing retrieving and presenting data using a language that has its roots in the dBase an early database language derived from the Jet Propulsion Laboratory Viking Mission data storage system If it s good enough for NASA it will probably do for us If you haven t read Chapter Ten Modifying Reports Forms and Cards please do so before continuing It will greatly enhance your understanding of what is to follow The data used in TerraPro is stored in the follow
162. ses 34 Checklist 12 118 Choose Company 2 Churches editing list 23 city default 109 clergy editing list 10 on list 52 Comments 12 Company Selection 2 contact first call screen 6 copy case from another computer 100 from preneed 99 county default 109 cremation certificate 129 cremation module 125 crematory 102 125 data apparent loss 36 how stored 82 Data tables 103 data directory 109 data expressions list 112 Data Expressions 46 Date Entry date of death 5 Dates method of entry 7 default bills 58 defined 58 Default Bills adding 60 Delete a Case 101 Dialogue Boxes 3 Digital Litho 57 discounts 67 Doctors certifier data 9 editing list 10 entering new 9 on list 52 Document Management 119 dot prompt 102 doublic click speed 1 duplicate locations 24 Edit Case 7 E Litho 57 embalmers adding or editing 10 Envelopes 50 Facilities choose 6 enter new 6 Fields definition 5 file folder labels 51 File numbering 4 Changing default 4 changing format 109 changing next 110 finance charges 67 changing percentage rate 108 First Call 4 First Call Screen 5 Fiscal Year 109 Flag determining who receives flag 17 Flight Information 9 Flight Schedules 115 Floral Tributes 117 fonts changing on forms 86 form definition 83 Forms copying cloning 30 exporting importing 30 modifying 30 printing 29 FoxPro 103 FTC compliance 54
163. sposition ignore it Re interment information can be entered if needed Case Status is like your whiteboard it gives you an overview of all upcoming cases and their status You can also see the status of upcoming services Flight Information can be entered for ship in or ship outs A flight schedule can then be printed which can be given to the family or the attendant transporting the body See Appendix D for detailed explanation Floral Tributes can be recorded with images of the flowers A list can then be given to the family for acknowledgement purposes See Appendix D for details A map locating the cemetery with directions can be shown and printed if the address of the cemetery is known The Cause of Death will usually be filled in by the physician who signs the death certificate It could be omitted here Clicking the Certifier Data button will allow you to enter or check all the data normally entered by the doctor Check your funeral home policy for whether or not to fill this in The Certifier or physician can be chosen from a list of previously used doctors by clicking on the arrow next to the word Certifier If the correct doctor is not on the list right click the arrow and 9 you will be asked if you want to add a survivor record for the doctor Answer yes then fill in the doctor information Fill in as much as you know such as name address and phone because this will serve as the Rolodex of doctor s names
164. suggested format is something like 2003 040 for the AQ case in the year 2003 But other schemes are possible Here are the rules for the File Number Format template YYYY year this will remain constant until changed each new fiscal year 109 nnn consecutive number TerraPro will automatically increment this part of the file number as each new case is added This can be as many digits as required to handle your funeral home s annual funeral count CC any character Last File Number Used lets you reset the file number in case the automatic file numbering becomes misaligned Next Bill Number is the internal billing number to be assigned next Do not change unless instructed by TerraPro personnel CardShop Data Folder is used for determining where the CardShop will store it s copies of the cards you print This can be useful for later archiving or deleting of these files which store information about each card you print Backup Interval in days TerraPro automatically creates a ZIP file of your data when you exit How often this occurs is controlled by this setting You can also force a backup on the Utility Menu You should then backup the file C TERRAPRO VTP ZIP to a ZIP drive RAM Disk CDR or other removable storage media On older installations the TerraPro folder is C VTP Pricelist Effective Date may or may not be referenced on your forms See TerraPro personnel to determine whether this is used Usually
165. swer yes anyway because you can very easily change the person responsible later Editing Case Information Once the case has been added to the system you can finish entering data using the information screens If the deceased s name does not show at the upper left click on the down arrow to open the list of cases Right clicking will alphabetize the list Right clicking again will put in file number order 2 2 If your file numbers do not indicate the order in which the cases were entered use Utilities Setup to make this list show in reverse death date order instead of file number order W if the case information screen is not open use the Edit Existing Case button on the main TerraPro screen menu to open it Hint If you want to enter the obituary before entering the case data you can do so by selecting Write Obituary from the main TerraPro screen or clicking on the Obituary tab of the case information screen The case information screen shows information devoted exclusively to this case For the different aspects of case information there is a separate tab Vrtal Statistics Disposition information Service information Obituary and if the deceased was a veteran tabs for each of the veterans forms Clicking on a tab will select that tab Case Information Probes Robert VITAL Add Now Case Co Vital Statistics Disposition Benefits HV STATISTICS Wine Oba Name of deceased First Middle Last Sex Nickname Socia
166. t http www standard com eforms 1794 pdf 4 These abbreviations refer to the file extension for a given picture a file extension is what comes after the period in a filename gt This is the hardest part but the most fun once you get the hang of it TerraPro personnel will be happy to assist you in this step 76 If you bring the form up on their website your browser will give you the opportunity to save the form For example if you use Chrome as your browser you move your mouse to the lower right area of the screen and you will see a series of buttons that allow you to print or save the pdf document f miatti s an a sia m ife boma ame Brunin n Prieel of Theath Cisim Forss Pesa ape pna Ie n hs mand r ammar cree Ss as oon ere n ee i rg o mn rT eeo ae tes te utang eae ry re tee cmm Row hens ow ee teen ee e w esa wedha ht wee me ee ee ee fin aama ee a a eee n aan a Sueton fates me emee Opan bm om ms Bey av haana angs o fe AME ond hoe Mad Chinn upa sarae pine ad antsi aot Se teeta agate tn ase Aero qees Arla area loun Lets a ro man irea rad ohn WEEE p Sare OF RP eaae 740 08 ee Ht oy Peet BI nie at onti Sample Insurance Form found online with save options in Chrome Browser If you use Internet Explorer as your internet browser your screen may look like this p jamas st a ee ee p lde boven ace Pore tris Prel d Che ete Che
167. t as time goes by Annual Followup 30 Day Followup Sincerely lt lt f0name STAFF CASES DIRECTOR Funeral Director S ANOTHER PERSON Save amp Quit Figure 33 Editing the Letter You can change the name of the letter and setup what the data environment will be before printing the letter YOU CANNOT CHANGE FONTS ON THIS SCREEN You will need to choose Modify when printing the letter to modify fonts and paragraph styles You can type the letter to say whatever you want To insert a merge field data that will change when the letter is sent to a different person you can surround the merge field with lt lt and gt gt delimiters If you don t know what to put within the lt lt gt gt delimiters mghtclick where you want the merge field to go You will see the following list 3 This is very similar to the way Microsoft Word handles data merging except your data source is your TerraPro data 46 Select Data Item then Press CTRL W Sourcefid fOlongdate CASES Deathdate shortdate CASES Deathdate CASES Deathdate deceased 4 Figure 34 TerraPro data merge expression list You can choose any data expression that matches what you need to merge into your letter If the data expression does not exist on the list you can add it by pressing CTRL Y and filling in the appropriate data expression This could be copied using CTRL C from another form by modifying that form and grabb
168. t separates the Guaranteed and Non Guaranteed items Uncheck the Show Prices box if you want a blank form to use at the arrangements conference There are several formats supplied with TerraPro and others are available 70 Joseph P Sample Funeral Home Inc Inc 6404 Coffey St Cincinnati Ohio 45230 513 484 9729 DATE January 26 2007 SERVICE NO 2007 850 eeeesesesesesesasi el DECEASED NAME David Joseph Haldeman DATE OF DEATH April 1 2008 PLACE OF DEATH _ St Joseph Hospital Charges are for only those tems that you selected or that are required IF we are required by law or a cemetery or crematory to use any items we will explain in writing below iT you selected a funeral which required embalming such as a funeral with viewing you may have to pay for embalming You do not have to pay jor embalming you did not approve if you selected arrangements such as a direct crematon or immediate burial ifwe charged for embalming we wiil explain ine reason below STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED A CHARGE FOR SERVICES C SPECIAL CHARGES Forwarding of Remains to Another Funeral Home 1 PROFESSIONAL FACILITIES and AUTOMOTIVE nial i i Receiving of Remains from Another Funeral Home ee of Funeral Director amp Staff 1 562 00 Direct Cremation as selected ee mS eg a 436 00 Immediate Burial as selected 208 00 Viewing Vistation One Day 0 0 00 00
169. t to the appropriate figure to tax the items that are included in the package that are taxable You can add a comment to a bill by filling in the comment area You may need to COMMENT contact TerraPro personnel to add this comment to your custom invoices Let s explore the buttons at the bottom of the billing screen As payments are made toward this bill they are entered using the payment screen PAYMENT To access this screen click on the Payment button You will see this screen 66 TerraPro 9 06 48 Multi User 99 Joseph P Sample Funeral Home Inc Cincinnati OH 12 Cases On File ba o x TerraPro Payments and Adjustments for Robert Horace Probos Status Code P v Making Payments Current Balance is 25418 25 Making Payments as Negative numbers in the Amount Column Date Metin Collection BferAmount Description 2072010 Finance 206 86 Finance Charge for Februa 5 19 2010 1000 00 Insurance from Musicians U Add Payment oO Add Payment in Full Add Finance Charge Give Refund Give Discount Write Off Bad Debt Print Receipt Edit click on line to edit irst oo oo oS o o nal o 3 oO Laa a T D wo w v Browse Payments Figure 52 Payment Entry Screen Any of the previously entered payments can be edited from this screen or new ones can be added Click on Add Payment or one of the other buttons to add Finance Charges Refunds
170. t to the word Places by clicking on it Now you see just the Locations Use mouse to select a location or start typing location name to select Kemper Home Companies Home Service InsuranceSt Louis Liberty Lite Insurance Company PO Bos 19038 Greenville Life of Georgia Lifeplan Australia Friendly Society L Lilydale Lawn Cemetery 120 Victoria Fd Melbourne Little Hope Baptist Church 12349 Little Hope RoadCave City Little Hope Cemetery Main Road Hope Location Magazine Ad Make a Wish Foundation Southern Ohio Office Mason Maple Grove Cemetery 5549 Mechanicsburg Cat Mechanicsbur Marion Cemetery 1800 Delaware Avenue Marion Melbourne General Cemetery Metropolitan Life Insurance Company Miles Davis Memorial Hospital 6091 Louis Armstrong HCincinnati Monumental Life Insurance Company 2 East Chase Street Baltimore Mornington Cemetery Mount Carmel East Hospital uit Labels Edit Selected Location Add Location Figure 13 Location Editing Main Screen locations coded as PLACE y Locations ECE Use mouse to select a location or start typing location name to select Click on a check Disaster Cincinnati A box below to Freeman Funeral Service Inc Clay filter list to show Freshwater McDonald amp Vernon Funeral North Lewisb Cicemeteries Greater Cincinnati Airport 2939 Terminal Dr Hebron Holyoke Chapel 1536 Whetstone River RCaledonia Crematories JC Battle and Sons 543 Rockdale Avenue Cincinnati C Churches Joseph F
171. tandard Life Insurance Claim Form Forms Printed Insurance Assignment AMERICO printed 10401 2012 A 04 12 36 PM New York Life Insurance Company Claim Form Report Form BANKF FRX printed 1002 2012 08 23 19 Phi New York Life Insurance Company Claim Form Report Form BANKF FRX printed 1042 2012 08 26 23 Ph v New York Life Insurance Company Claim Form y Purchase New Forms Online v Show Standard Forms Clone this Form Export Form The button to Clone this Form will show up Click it Give the form a name and a 5 character Form Code Name Clanim Sandard Life naurasce Clabes Fem 8 AND orm Mame New Lif surance Form Form Code Name NEWLF l Sanem ForFPro Commands to be executed BEFORE form mans SavelExtt Delete Form After you type the Form Code the Scan Visual TerraPro Forms Printer Form button will become visible and you Use mouse to select forms or start typing form name Forms to Print Click Once to Add to List Click Again to Remove from List can scan the form from your scanner It New Life Insurance Form a Standard Life Insurance Claim Form will be saved in your TerraPro folder and will be named after the form code in this case NEWLF bmp We save in bitmap form so that the form is clear and bright E Sosaia 2 7 kisuranca Assignment AMERICO printed 10401 2012 A You can convert it later to any format you Nees Toek bemanna connor T Report
172. te STAFF F1 Stace of Residence DSCSr Se iu wie e ewes ew eues Ow oe Ow ah ee fOstate SURVIVORS SE Time of eee ALLTRIM CASES timedeath Time Of Funeral Sery1Ce 26668 644454455454 555 40544648 ALLTRIM CASES Timeservic Title for Clergy 1 Rev Father GEC 6 554 pedi cs oe fOtitle SURVIVORS C1 Vault Container Outer Burial Container 1i24262 ALLTRIM CASES Vault Veteran s Branch of Service sss s ceses eses essee ALLTRIM VETERANS Branch Veteran s Date of Entry into Service numbers VETERANS Entrydate Veteran s Date of Exit from Service numbers 4 5 VETERANS Exitdate Veteran s Discharge Status Honorable or Dis ALLTRIM VETERANS Discharge Veceran S Elag Re IpIle Ee et ee hee ok ew oe eh ak ke a fOname SURVIVORS FL Veteran s Organizations seca eee eee oe eS oe eo eo ALLTRIM VETERANS Organizati Veteran s Place of Entry into Servi Ces a6 104444644 eseo ALLTRIM VETERANS Entryplace Veteran s Place of Exit from Service ALLTRIM VETERANS Exitplace Veteran s Raikes saw 44 iH da CESS ERASER ESS eS ALLTRIM VETERANS Rank Veteran s Service XX if Armed Services se s26 a 68 he acs TIF UPPER VETERANS Vetservice A XX Veteran s Service XX if KOted so lt ee ke ew bos oe Boe oe Oe es TIF UPPER VETERANS Vetservice K XX Veteran s Service XX if Spanish American TIF UPPER VETERANS Vetservice S XX Veteran s Service XX if V
173. te city or PO State and ZiIP File Online PART INFORMATION REGARDING VETERAN 9A DATE OF BIRTH 01 26 1945 9P PLACE OF BIRTH Mt Gilead OH hd 10C DATE OF BURIAL 10D WHERE DID DEATH OCCUR OH v 09 27 2014 Somewhere in Iraq SERVICE INFORMATION Tre following infomation shoul be fumished forthe periods of the VETERANS ACTIVE SERVICE 114 ENTERED SERVICE 11B SERVICE NUMBER 11C SEPARATED FROM SERVICE DATE PLACE 01 08 1942 879283992 01 07 1946 10B PLACE OF DEATH Cincinnati 10A DATE OF DEATH 09 22 2014 11D GRADE RANK OR RATING ORGANIZATION AND BRANCH OF SERVICE San Francisco San Francisco 2nd Lt 05 26 1952 Seattle 29293992 05 26 1954 San Diego Captain Milwaukee General 02 08 1968 San Diego 23908929 02 07 1972 12 IF VETERAN SERVED UNDER NAME OTHER THAN THAT SHOWN IN ITEM 1 GIVE FULL NAME AND SERVICE RENDERED UNDER THAT NAME Pops Figure 7 Burial Benefits Screen I This screen is a close approximation of the actual VA form 21p 530 which is used to claim burial benefits from the Veterans Administration Information you previously entered is automatically transferred to the veterans forms from the case data previously entered Anything that is missing can be filled in or boxes checked as appropriate Claimant information can be typed in or one of the survivors can be made the claimant by giving them a code CF in their other relationships You can right click to edit
174. tering all this data over the years if you can t retrieve it SEARCH quickly This utility will let you find names of people or text you might have NAMES entered in obituaries or other locations d TerraPro Search Last Name First Name Or Text Search Figure 70 Search Dialogue Box If you enter the last or first name of an individual TerraPro will search for that individual in the survivors file If you enter Text you will be asked what text you want to search Let s try a name For example someone may call and say This is Sarah You buried my husband a few years ago and I would like to make arrangements for Pre need And you can t recall her first name although you don t want to ask Just type Sarah into the First Name area and click Search E TerraPro Search Last Name First Name Sarah First Name Last Name Is the For Deceased Daughter David Haldeman Schaefer Friend David Haldeman Haldeman Daughter David Haldeman i I I I I i I I I I I I i I A J Search Open this Case Figure 71 Name Search Results File Number 2009 001 2009 001 2009 001 New Search Select the correct name by clicking on it and then clicking the Open this Case button Then you can open the case associated with the name you entered and retrieve data as needed 98 SEARCHING TEXT Here are the results Wouldn t it be great to have instant recall of any text you ever
175. the Exit button if you don t want to print 51 MAILING LISTS 315 F 6 A M Joppa Lodg amp Stern Pierce fClergy Family 668 F A M Oakley bler MD D bler MD D Victor Adams Farmer Patricia Coroner Robert 810 Barrett 6931 Arlington Rd Ridge amp Madison Roads 3020 Hospital Drive 110 3020 Hospital Drive 110 Suite 400 Bethesda Cincinnati Batavia Batavia Louisville Virginia Virginia Virginia Virginia Coroner Robert 1649 Hilltree Drive 1649 Hilltree Drive 1649 Hilltree Drive 1649 Hilltree Drive 810 Barrett Cincinnati Cincinnati Cincinnati Springfield Tow Louisville MD 20814 OH 45228 OH 45103 OH 45103 RY 40204 OH 45255 OH 45255 OH 45255 OH 45255 KY 40204 Click on the Mailing List button and you will see the screen below ADDRESS BOOK Choose Name by typing Last Name press SPACE twice to S AOX Cl 942 ML 1016 Cl 413 Cl 179 CE 1146 CE 648 Cl 604 CE 652 SJ 1154 XX 1159 xxX 1160 4N 1173 1143 OH 45229 1144 OH 45229 CE 887 Cl 741 CE 793 CE 664 CE 360 Cl 936 Ahrens MD Kirsten 3333 Burnet Avenue Cincinnati 4hrens MD Kirsten Aichele Raymond St Veronica St Mary s Semina Albers MD Mary 2800 Winslow Avenue Apt 3 Albright Jr MD Robert 506 Oak Street Albright MD Robert 234 Goodman Avenue 501 Alcorn Christena 2212 Observatory Ave Knox PresCincinnati 3333 Burnet Avenue Cincinnati OH
176. the above tables has many fields of data within the file To see a complete description of the data stored in it run the Data Dictionary Report on the Reports List If you do not have this report please contact us at 513 484 9729 105 Modify Browse Billing Format Back in Chapter Eight Price Lists you were told you could setup a we variety of billing formats for Direct Cremation Immediate Burial etc There is a button on fat setup screen Choose Price Lists from the Main TerraPro Menu then Edit Default Bill as shawn below Billing Select Billing Format to Setup Default Statement of Goods Direct Cremation Immediate Burial IY Modify browse Billing Format Figure 76 How to modify bill to allow description edit When you have the checkbox checked and then select a billing format to modify you will be presented with the following browse of data it has been scrolled down to show the pertinent items TOTAL SERVICES SELECTED _2 ALTERNATIVE SERVICE SELECTION As per General Price List _Immediate Burial 3 MERCHANDISE SELECTED Casket Vault Acknowledgment Cards Visitors Register Memorial Cards per 50 Crucifix or Cross Prayer Cards per 100 Total Merchandise Selected Sales Tax 4 CASH ACCOMMODATION ITEMS Gertified Copics of Death Certificate Clergy Cemetery Cromatory Charges Newspaper Notices Flowers Music Figure 77 Browsing the Default Bill File Pay close attention to the le
177. to the letters typed If you are a slow typist the list may jump around Try typing the first two letters quickly to get near the right entry then use the arrow keys to move up or down to the right entry Click on Edit and the editing screen will appear Editing Locations Map Click ta Show or Clase Tyne CEMETERY Location Maple Grove Cemetery Address 5549 Mechanicsburg Catawba Road AUSIS Address Google Wap City Mechanicsburg Inside City Limits Twp County Champagne State On zip 45044 District lt Choose Claim Form Report Lavout Contact Phone FAM Cellohone Email Motes Top Prev Next Bottom Find Print Save Revert Delete Exit Figure 15 Editing details about locations Make the changes as needed Notice the upper right part of this screen has a pull down list that allows you to decide which pull down list this location will appear on Right now it says PLACE but you could change that to another list Click on Save to save your changes or Revert if you don t want to save your changes Note You may see the same location on your list two or three times This is because it is there under PLACE and CHURCH That way when you pull down a list at the Churches selection it will be listed as well as under the PLACE of service If it listed under PLACE twice then one may safely be deleted You can print labels for all locations memorials places of service cemeteries institutio
178. veryone on your network can retreive it If you have already scanned or received a photo outside of TerraPro you SELECT MUST know where the photo is stored on your computer Typical scanner IMAGE programs save your pictures in a folder called My Pictures The exact location of My Pictures can be discovered if you use the My Computer icon ________ on your desktop or the Start Menu to explore your computert s folders It is important you know where the photo is saved and zf gwen the opportunity to save the picture after scanning you should put them in the TerraPro or VIP folder under a folder named People within a folder named Images typically C TerraPro images people SOURCE What are Folders Just like file folders that hold related information in your filing cabinet folders on the computer hold files pictures documents etc that are related to each other Just like your filing cabinet the computer does not care what you call your folders or files However if you don t remember where you put a folder what you called it then you could have 39 trouble finding it later on It is best to write up some rules about where you will be saving your pictures and placing them near the computer so everyone knows where they ate stored 40 Printing Reports Getting information back that you have entered is easy with the TerraPro Report Generator It can help with accounting and bookkeeping tasks or give you inf
179. ves so use care in editing this screen Your funeral home name cannot be changed except by TerraPro personnel The address and phone company email and website may be changed at will Branch name lets you call different branches by the familiar names by which you refer to them The default City State County and ZIP ate what will appear by default as you enter survivors or other data The registrar can be filled in if you are a deputy registrar for purposes of filing death certificates or other papers The Default Tax Rate is yout local sales tax rate If funerals are not taxed in your state this must be set to 0 00 The Finance Charge rate per month is entered here If you never charge finance charges enter 0 00 18 per annum would be entered as 1 50 1 5 times 12 18 Calculate Tax Per Line should be set to L It is possible in some circumstances to change this to G which means to calculate tax on the Total of all taxable items but most funeral homes now use itemized bills showing the tax charged on each item Link to Accounting Program allows you to export customer and invoice detail to your accounting program You must first setup your accounting program with the items you are selling and transfer their descriptions to TerraPro using the Pricelist Editing Screens Choose which accounting program you are using by pulling down the list and selecting with the mouse TerraPro currently supports linking to QuickBooks only See Page 68
180. y Location City State Cemetery Cincinnati Cremation Compay Cincinnati Ohio Cem Address 1200 Dixmyth Ave Cemetery City Cincinnati County Hamilton State Ohio Burialdate ednesday January 23 20C Time of Disposition Lot Section Garden Grove Lot 345 Grave 2 This Data is for Memorial Folder ONLY Figure 25 Service and Disposition Editing Why so many Ceremony fields If there are multiple services in other towns there may be a need for them Otherwise they can be used for other information not gathered by the program In other words just because data is labeled Ceremony4 doesn t mean it HAS to contain information about the 4 ceremony If you never use 4 creremonies that data spot can be used for something else Why is the cemetery state blank If you have been using TerraPro for a long time you may be aware that cemetery locations used to be stored with the city and state in the same field like the example above where it says Union Twp Ohio Newer versions of TerraPro store the state in a separate field and would have filled in the state New users won t have to edit their location lists to move the state out of the city field and into the state field but older users may want to make this change See index entry under Locations for more details on how to do this The field called Lot contains information about the cemetery section lot and grave This will probably need some editing if certain terms do not ap
181. y running If it looks like the task bar shown above select a copy by clicking on it and close it down using the Quit button in the lower left corner Keep closing until you have only one copy of TerraPro running This same warning applies to other programs you might be running too Many users have reported they keep two or three copies running to work on multiple cases but we cannot guarantee the program to work as described in this manual if you follow this practice Main TerraPro Screen We will refer to this screen often throughout this manual Frame f Ruperta Cad Step LSet PROFESSIONAL FUNERAL HOME SOFTWARE Cwest B Dacian gy Lies Apiigemanti Ede g Creier Eam Reports l Pree Lisis FIGURE 1 Main TertraPro Screen ot Window If you don t like the To change the picture use the right mouse button and click on it This picture supplied as brings up a box known as the dialogue box Dialogue means having a background or conversation with someone In this case the computer is asking you a wallpaper for question What picture do you want to use as your wallpaper We will use the TerraPro youcan mouse to find a file containing the picture you desire change it r Let s Do It TerraPro wallpaper picture files are stored in a folder called images wallpaper You also may have pictures in your My Documents My Pictures folder We suggest that all TerraPro related pictures be stored in the iis Te
182. you have completed Chapter 8 Price Lists you are already an expert at doing billing If you setup your Default Statement of Goods you will have a template from which all bills can be created Your standard and usual charges will appear automatically on each bill but can be changed added to deleted or prices modified at will Clicking on the Edit Bill Menu choice on the Main TerraPro Menu will produce one of three results se Probos Robert i z Al eis zig alte iels Siglels ae ay 3 tors Clergy eih or wavetsJreroan watone omm E o ants Figure 48 Choose Edit Bill from Main TerraPro Menu 1 You will be taken directly to a previously entered bill for this case 2 You will be asked to choose which billing format to use then taken to the bill editor 3 You will be denied access because you have not determined who will pay the bill 63 Let s look at result 3 Although the informant is usually responsible for the bill this NO PERSON is not always the case For example if the case was a Pre need a trust account may RESPONSIBLE _ be the person responsible No matter whom it is that person or entity must be ENTERED identified before a bill can be entered If you don t know who will be responsible just assign a PR code to any survivor remembering that it can be changed at any time See example below Survivors File for Anthony J Alfieri Case 1594 026 _ Survivor Information Post Servi

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