Care Center
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      1. Passare Pro
      2. Case management
      3. Care Center

      Setup checklists and merchandise for the care center

      Select the merchandise you want to appear in the Care Center and create internal checklists.

      Merchandise

      Go to Admin > Price Lists.

      select Price Lists from Admin drop-down

      Select Price List Settings > Categories.

      This will allow you to select the Goods & Services you want to show under Merchandise.

      Check the boxes for the items you want to Show in Care Center, and then Save!

      check the boxes for desired items under "Show in Care Center"

      Once one of the checked items is added to the Goods & Services, they will appear in the Care Center under the Merchandise tab.

      Care Center page under Merchandise tab

      Checklists

      Go to Admin > Checklists.

      select Checklists from Admin drop-down

      You can Add a Checklist or use an existing one.

      Add Checklist button

      Give the checklist a Name.

      Basic Checklist Information fields

       

      You can then Add, Rearrange, or Delete Tasks.gif showing adding, rearranging, and deleting tasks

       

      Under Checklist Viewing, check the box for This checklist should appear in the Care Center.

      in Checklist Settings, check the box for "This checklist should appear in the Care Center" under Checklist Viewing

      Make sure to Save!

      Need more information?

       

      Need help? Email us at support@passare.com or call 1-800-692-5111.