1. Get a “Location Number” from ASD by calling Kevin Czachor at 1-800-868-9950.
2. Under System \ Transfer Options click on the “Answering Services” tab. Select the branch from the drop down list. Select Answering Service for Directors, Inc. from the Answering Service drop down list and enter in your location number for the branch selected.
3. As you enter in Services in The Director’s Assistant program the applicable information will be available to be transferred directly to Answering Service for Directors, Inc. (ASD). To view and transfer Service information go to Export and click on the option Transfer Information to Answering Service.
4. To transfer a Service select the branch and select the Service to transfer by placing a check mark in the Selected checkbox and then click on the Transfer button on the bottom right.
5. Once you have clicked the Transfer Button the below screen will come up. This allows you to review and edit the information prior to sending the deceased information to ASD. To send the information to ASD simply click the Send this Deceased’s Info button.