Go to the address bar and type http://www.PremierSuite.net then press “Enter.” This will take you directly to Premier Suite’s. *Note: A User Name and Password are required to gain access to Premier Suite’s.

Upon purchasing Premier Suite’s, a Database Administrator is appointed by the client with the authority of creating and deleting users. This may be one person as well as a group of entities. To create a new user simply redirect to the Funeral Home Admin page, click “Users” in the drop down box located under the “Funeral Home Database Panel” and begin entering all the fields recommended for each and every user associated with your funeral home. It is recommended that you fill in the user’s E-mail address for password recovery purposes.

Each user should have an account created by an associated admin from that user’s funeral home. That admin would have assigned each user needing access to Premier Suite’s with a username and password to login to access Premier Suite’s. Each user should enter his or her username in the “User Name” textbox and their password in the “Password” textbox then click “Login” or press “Enter.”

To change ones existing password, said person must go to www.PremierSuite.net, click on “Reset Password,” type your “User Name” and lastly submit the request. *Note: The User must have saved their email address to their profile else this will not work and the Admin of Premier Suite’s must be notified. A user cannot retrieve their password due to an encryption designed to protect your account password. If a user’s password is forgotten, the only way to recover access to that profile is by generation of a new password. To do this, click on “Forgot Password” at the Premier Suite’s Login page.

This is a highly beneficial part to Premier Suite’s that will save a lot of time of having to type URL’s into the address bar each and every day. To do so, click on your user name in the upper-left hand corner of the screen. This link will take you directly to your profile page where you have access to change many features in your own piece of Premier Suite’s. At the bottom of the screen, you will notice a collapsible panel called “My Links.” Click that panel, type a “Name,” “URL” (Site you want the link to direct you to) and whether or not you want that link to open up a new tab in your browser or refresh your current tab redirecting you to said link. For example, you would like a link to Facebook. You would call said link “Facebook.” Then type the URL in the URL textbox as www.Facebook.com then lastly, you would determine if you would want that link to load in a new tab by clicking _blank or by refreshing the current tab the user is in by clicking “Same Window” as the selected value in the Drop Down box.

After logging into Premier Suite’s, launch the Contact’s Menu by clicking on the “Contacts” tab. This will allow you to enter all information needed in creating a brand new client. Once finished entering all data, click the “Save” button located at the bottom right of your username. *Note: The only required fields when creating a client are marked in red (i.e. First Name and Last Name) To Search for a pre-existing client, click on the magnifying glass located to the right of the save button in the head panel. This will launch a dialog box with a view of all clients in your database. The textboxes located at the left of the view allow you to search based off keywords such as clients first name, last name, social security number or even their at-need number. To select the client’s case you wish open, click on the button with their name displayed within it and this will load that client.

To enter a note for a client, perform a search of that client and click on the button to load their record. Scroll down until you see the collapsed panel labeled “Notes.” Click that panel and the Notes body will open. Click the dropdown box and distinguish the type of note you want to declare. Next, enter the note for that specific client and lastly, click on the “Add Note” button. You will notice that your note is immediately placed within the view to the right specifying the Note, Name of the client, the date in which the note was created and whom the note was created by. You have now entered a note for a client.

To schedule an appointment you have made with a client, click on the button located in the center of the panel labeled “Schedule” after loading said client’s record. This will load a dialog box with 7 fields allowing you to enter Counselor, Date, Start Time, Notes, Type, Location and End Time. Once all desired information is entered within the textboxes, Click Schedule. Doing this will save the scheduled task to the client’s record. If you change your mind or circumstances change to where you do not desire to add a note once the dialog box has been opened, all you have to do is click the “Cancel” button and you will be directed back to the Client’s record.

To print out a lead sheet for each individual client, load that client to where you can view all his or her information. Next to the “Schedule” button in the upper head panel, click on the “Print” icon. Doing this will already pre-load that client’s vital information in a ready to print format. The last step would to be go into your browser’s options menu and clicking the “Print” button. You can go back to your client’s record by simply clicking the arrow pointed left or back button.

To delete a client from your database, load that client’s file by performing a search for him or her. In the upper right hand corner; the last icon on the far right labeled “Delete” will delete the client and prevent it from displaying in any of your searches or client views. By clicking on this button, you immediately be prompted to select whether or not you want to actually delete the client. Click yes and you have just deleted your client.

First, load a client’s record. Scroll down the page until you come across a collapsed panel labeled “Path.” Click on that panel to expand its contents. Distinguish the action type and add the Start and Due Date fields. After all required information has been entered; click the button below the Due Date labeled “Add Action.” Doing this will save the action in the view to the right.

A Path is a line of Communication that a counselor would take in order to communicate to a new client to and/or enroll the client into their funeral home.

Load a client after performing a search or by creating him or her. Scroll down until you see a collapsed panel labeled “Relations” and click anywhere within the panel. You will see three sections that you can enter data. Enter a name; select the relation type and you have the option of checking what needs to be done with that client relation. *Note: You can also perform a search of the clients to see if that specific client’s family member is already in your database. If so, you can link the two together. If not, click the “x” in the upper right hand corner to escape the dialog box and this will take you back so you can enter in that family member into the view to the right.

To switch databases, you will first need to be labeled as the branch administrator. Dependent on your role, you would therefor log into Premier Suite’s and in the immediate right hand corner, you will notice a drop down box with your branches labeled inside of them. To switch to whatever branch you wish to see, click that selected branch in the dropdown and that branch will be loaded momentarily.

To view your profile, log in to Premier Suite’s. In the upper-left corner of your screen, you will notice a blue hyperlink displaying your username. Click this link and it will take you to your profile page where you have functionality to edit your own “short-cuts” or pre-programmed hyperlinks; you can also add a picture you your profile, and many more features.

To add a need to any client, simply perform a search and load that client. Scroll down until you see the collapsed panel labeled “Needs” and click on it. You will see three fields displayed. To add a need, select its type, who was last contacted and you have the option to add a note. When finished, click “Add Need” and that text will be immediately displayed in the view to the right.

A “Need” is more of a task list that you can create letting any funeral home staff member know what that client needs in order to plan for or create a record for their funeral ceremony.

A filter is a method in which you can search through your clients and choose what types of data you wish displayed. The purpose of it is to increase productivity and efficiency. It is an optional feature but well worth looking into.

A filtered list is a way to display certain contacts or clients that you wish to see without getting results that are un-needed or unwanted. For instance, you can create a filter that searches through all clients in you database and display only the ones that have you listed as the funeral home staff that created the record.