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Customize the Care Center

Add your own injection fluids, statuses, merchandise, and checklist for Care Center teams.

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Injections

Injections are logged on the Embalming page of the Care Center. 

Injection dropdown on Care Center > Embalming 

 

To customize which fluids appear in each dropdown, go to Settings.

Settings icon

 

Then go to Cases > Care Center.

Cases > Care Center page in admin navigation

 

Click the pencil icon next to the injection type you want to customize.

 

Type in the name and click Add.

Type in new injection name and click Add

 

To edit or remove a dropdown option, click the ellipsis icon and choose the correct action.

Ellipsis icon showing Edit and Remove options

 

If editing, make your edits and click the green check mark to save. Or click the gray x to cancel.

Green check mark and gray x next to edit dropdown option edit field

 

Once added, dropdown options are automatically saved. To exit the modal, click Cancel or the x.

Cancel and x buttons on dropdown option modal

 


Now, you will see your new options in the dropdowns in Care Center!

Injection dropdown on Care Center > Embalming with newly added option

 

Preparation status

Closely track the status of a body's preparation by customizing the Preparation status.

 

To do this, go to Admin > Cases > Care Center.

Scroll to Statuses. Here, you will see 3 main sections in the table:

  • Default statuses (Not started, In progress, Complete)
  • Disposition tabs
  • Starting/ending status radio buttons.

Settings > Cases > Care Center page showing Statuses section

 

To add a new status, click Add or select an existing status to edit.

Use orange add button or click into existing status name

 

Add or update the status name. Then, select which disposition this status applies to, and save.

New status fields

 

Click the trash icon to delete a status.

Trash icon next to list of statuses

You cannot delete a starting or ending status. To change these, we suggest editing the name.

 

Next, select the status Passare should reassign to cases using that status and click Delete.

Delete status arrest message asking for replacement status

 

Finally, confirm the deletion by clicking Delete again.

Final Delete status arrest message

 

Use the radio buttons to indicate the Starting and Ending status:

  • Starting status refers to the default status that is automatically assigned to new cases 
  • Ending status refers to the status that marks the body preparation as complete 

Starting and ending status radio buttons

One starting and ending status must always be selected at a time. 

 

To rearrange the status order, drag and drop the status within the list.

 

Finally, use the disposition tabs to customize each disposition type's status list.

 

 

Merchandise

To set up merchandise in Care Center, go to Settings.

Settings icon

 

Under Price List Settings, select Categories.

Price List > 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!

Checkbox option to show price list categories in Care Center

 

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

Price list item visible in Care Center Merchandise section

 

Checklists

To set up tasks in Care Center, go to Admin > Tasks.

Tasks section of Admin Settings

 

You can Add Checklist or use an existing one.

Add or edit checklist

 

If you're creating a new checklist, add a Checklist Name and toggle on Checklist Visibility.

Add checklist name and toggle on visibility

 

Click Add Task to build out tasks in your checklist.

Add checklist task

 

Drag the task to reorder anywhere in the list. Reorder checklist tasks

 

You can also delete tasks with the trash icon.

Delete checklist tasks

 

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

Select Checklist Viewing setting

 

Make sure to Save!

 

Need more information?

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