Customize the Client Service Types that appear on the Case Information sidebar.
Add 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 Run & 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 firstname.lastname@example.org or call 1-800-692-5111!