How to Edit Client Service Types

Customize the Client Service Types that appear on the Case Information sidebar.

Adding Client Service Types:

Go to Admin > Organization.

 

Select Client Service Types > Add Client Service Type.

 

Enter the Name and check if you want to Include in survey report > Save.

For more information on survey reports, see How to Configure Survey Reports.

 

If you want to delete a service type, select the trash can icon. 

Require Client Service Types:

Under Settings, select the On button to require a Client Service Type to be selected in order to sign the contract on the Goods & Services page. 

Funeral homes require this in order to report on contract amounts for specific service types.

 

On the Goods & Service page, if you select Yes to Sign the contract and a Client Service Type is Not selected, a red error message will appear at the bottom of the screen.

 

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