How it works
One flow from the first call to certified copies
RestDoc360 follows the real sequence funeral homes work through — and makes the hand-offs between your team, the certifier, and the registrar visible.
End-to-end flow
Eight hand-offs, all tracked
Each step records who is responsible, what happened, and when — automatically.
- 01
Case
A director opens the case with administrative details only. The case gets a reference, a priority, a location, and an owner.
Funeral home
- 02
Certifier
Assign the physician, medical examiner, or coroner from your directory. Verified contact details and consent are tracked per certifier.
Funeral home
- 03
Follow-ups
A follow-up policy sends courteous reminders on business days, inside quiet hours, optionally after director approval. They stop when the certifier responds.
RestDoc360
- 04
Escalation
Silence past the threshold, a returned record, or a looming deadline opens an escalation with severity and ownership.
RestDoc360 → your team
- 05
Submission
Once certified, the director submits the record in the state EDRS and records the submission in RestDoc with a confirmation source.
Funeral director
- 06
Registration
The registrar accepts (or returns) the record. The director records the outcome; returns capture a reason and a correction task.
Registrar → director
- 07
Copies
Certified copies are ordered and received. Quantities and dates are tracked so nothing is forgotten.
Funeral home
- 08
Family
Throughout, the family sees plain-language progress and receives updates at the milestones you choose.
Funeral home → family
Status timeline
The 16 certificate statuses
Every case is always in exactly one status. Each status names who is responsible for the next step and carries family-safe wording for the portal.
- 1Case Created
The case has been opened and is ready for information collection.
- Responsible
- Funeral Home
- Family sees
- “Our team has opened the file and begun preparing the required paperwork.”
- 2Information Being Collected
Administrative and demographic information is being gathered from the family and records.
- Responsible
- Funeral Home
- Family sees
- “We are gathering the information needed to prepare the death certificate.”
- 3Awaiting Medical Certifier Assignment
A physician, medical examiner, or coroner has not yet been identified for this case.
- Responsible
- Funeral Home
- Family sees
- “We are confirming which medical professional will complete the medical portion of the certificate.”
- 4Awaiting Medical CertificationFollow-ups run here
The assigned certifier has been asked to complete the medical certification. Follow-ups run in this status.
- Responsible
- Medical Certifier
- Family sees
- “Additional information is pending from the attending medical professional. Our team is following up regularly.”
- 5Medical Certification Completed
The medical certifier has completed their portion. The funeral director can now finalize and submit.
- Responsible
- Funeral Home
- Family sees
- “The medical portion of the certificate has been completed. We are preparing the record for registration.”
- 6Awaiting Funeral Director Submission
All information is in hand; the record is awaiting submission to the registrar by the funeral director.
- Responsible
- Funeral Home
- Family sees
- “The record is being finalized for submission to the state registration system.”
- 7Submitted for RegistrationRegulated · confirmation source required
The record has been submitted to the registrar / EDRS and is awaiting acceptance.
- Responsible
- Registrar / State
- Family sees
- “The registration process is in progress. We are monitoring its status and will notify you when it is confirmed.”
- 8Returned for Correction
The registrar returned the record. A rejection reason should be recorded and a correction task assigned.
- Responsible
- Funeral Home
- Family sees
- “The registrar has requested a routine clarification. Our team is handling it and no action is needed from you.”
- 9Correction Pending
Corrections are being made before resubmission.
- Responsible
- Funeral Home
- Family sees
- “Our team is completing a routine correction before resubmitting the record.”
- 10ResubmittedRegulated · confirmation source required
The corrected record has been resubmitted to the registrar.
- Responsible
- Registrar / State
- Family sees
- “The registration process is in progress. We will notify you when it is confirmed.”
- 11RegisteredRegulated · confirmation source required
The registrar has accepted and registered the death record. Confirmation source is recorded.
- Responsible
- Funeral Home
- Family sees
- “The registration has been confirmed. Certified copies can now be requested.”
- 12Certified Copies Ordered
Certified copies have been requested from the issuing office.
- Responsible
- Registrar / State
- Family sees
- “Certified copies have been requested and are being processed by the issuing office.”
- 13Certified Copies Received
Certified copies are in hand at the funeral home.
- Responsible
- Funeral Home
- Family sees
- “Certified copies are available through the funeral home. We will contact you to arrange delivery.”
- 14Completed
All certificate work for this case is finished.
- Responsible
- No action required
- Family sees
- “All death certificate work for your loved one has been completed.”
- 15On Hold
Work is paused. A reason is recorded on the case.
- Responsible
- Funeral Home
- Family sees
- “Processing is temporarily paused. Our team will reach out with any next steps.”
- 16Cancelled
The case was cancelled.
- Responsible
- No action required
- Family sees
- “This file is no longer active. Please contact the funeral home with any questions.”
What RestDoc360 does NOT do
RestDoc360 is an administrative coordination tool. It does not replace state death registration systems or the legal responsibilities of licensed funeral directors.
No EDRS bypass
RestDoc360 never submits, edits, or retrieves records in any state death registration system. Directors register records exactly as they do today and record the result here.
No medical facts
There are no cause-of-death, manner-of-death, or Social Security number fields, and outbound messages are checked for sensitive content. The system coordinates paperwork; it does not hold clinical information.
No official certificates
RestDoc360 does not produce death certificates or certified copies. Only the issuing authority does. Documents generated here are correspondence and internal records.
See the flow with your own cases.
Open a sandbox trial and walk a case from created to completed without sending a single real message.