Configure the care center dashboard

Use the Care Center dashboard to keep track of embalming, cremations, and dressing and casketing that still needs to be completed.

Care Center dashboard

To get to the dashboard select, System > Care Center.

Care Center in System drop-down


Filter Cases by case type, funeral director, date range, etc.

Be sure to check Cases Needing Care Center Preparation.

Once you make your selections, select Show in New Tab.

Cases Needing Care Center Preparation checkbox and Show in a New Tab button


If you want to keep the tab, add a tab name and make sure to Save.

Tab name field in Save pop-up

Adding decedents to the dashboard

If you would like the decedent to appear on the Care Center dashboard, in the Case Information sidebar within the case, check the box for Care Center Tracking.

Care Center Tracking checkbox in Case Information sidebar


The decedent will remain on the Care Center dashboard until the Preparation is complete. 

Once you check Yes, the decedent will be removed from the Care Center dashboard and only appear on the Case Listing dashboard.

Preparation due field in Decedent Information

Note: If you would like the Care Center Tracking to be automatically checked for every case, contact or call our support team at 1-800-692-5111.

Need more information?


Need help? Email us at or call 1-800-692-5111.