Care Center dashboard
First, add the Care Center widget to your dashboard.
From Dashboards, click the plus icon in the top right.
In the first tab, name your dashboard.
In the second tab, select the Care Center widget.
In the last tab, toggle on Auto-refresh and select the interval you'd like this dashboard to refresh.
Then save!
After you save, you'll see a new dashboard for Care Center. 
You can filter cases by case type, funeral director, date range, etc.
To do this, click the orange Filter Cases button.
Select your filters and click Show in a New Tab.
If you want to keep the tab, click the green save button on the right.
Name the tab and save.
Add cases to the dashboard
For cases to appear in the Care Center dashboard, they must be selected for Care Center Tracking.
To do this, select any at-need or trade case.
In the case sidebar under Care Center, click the box for Care Center Tracking.
If you'd like this automatically checked for all cases, contact our Support team for help.
The case will remain on the Care Center dashboard until Preparation is complete.
To mark the case preparation as complete, select the ending status from the Preparation status field.
Learn more about customizing Preparation status.
Once complete, the section will turn green, and this case will be removed from the Care Center dashboard.
Completed cases will still be available on the Case Listing.
Need more information?
Need help? Email us at support@passare.com or call 1-800-692-5111.