How your records are protected

Managing access and records

Staff permissions

Choose from five staff roles and set access by location. Administrative staff can work on cases without seeing financial totals.

Two-step sign-in

Staff can enable two-step sign-in. Owners can require it before anyone accesses case records or documents.

Archived records remain available

Archived cases keep their contacts, documents and payment records. You can still refer to them when a family has a question.

Download your records

Owners and managers can download records and files free of charge. If you ask us for a copy, we send it within three business days.

When to contact support

Emergency support is available from a person at any time. Routine support is available weekdays, 8am–6pm Central Time, with a reply within one business day. All support is available around the clock during your first 90 days.

Availability and certifications

Check these points against your firm’s requirements before choosing Cortege.

Service availability

No guaranteed uptime or recovery time. Review backup and recovery arrangements before moving records.

SOC 2

No current SOC 2 report. Tell us if your firm or insurer requires one.

HIPAA and your obligations

Funeral-home status alone does not establish HIPAA coverage. Confirm your firm's obligations with your adviser.

HHS: Covered entities and business associates

Security questions

Record protection

Access to your firm’s records

Staff can access records for their own firm and assigned locations.

Change history

The history shows who made a change, when it happened and which fields changed. Staff, including owners, cannot change or remove these entries.

Social security numbers

Staff choose when to reveal a social security number, and that request is recorded. Social security numbers and cause of death stay out of product emails.

Online payments

Families pay your firm directly through Stripe. Cortege does not receive card numbers.

Ask us a question