Edit Education & Race Options

Different areas of the country require different vital statistics on important documents.This feature allows you to edit race and education options to fit your funeral home's needs. 

    Don't see this feature? Check your Roles & Permissions settings or contact your Passare Admin to get it turned on

    Edit Options:

    To edit these options, go to Admin > Branches.

     

    If you have multiple branches you can configure these options per branch.

    Next, to the branch you'd like to edit > Select Additional Settings icon

     

    Here you can add, delete, and edit the names of each ethnicity, race, and education level.

    To Add, select the orange Add button > Enter the Name > Add.

     

    To Delete, select the trash can symbol next to the entry you want to delete.

     

    To Change, select the name of the entry you want to change > Edit the name > Save.

    Tribal Affiliation:

    To add a tribal affiliation option to a race or ethnicity entry (i.e. American Indian), select the name of the race or ethnicity.

    These options will be blue.

     

    Select Yes from the Show Tribe Field drop-down, and Save.

     

    You'll now be able to collect tribal information on the Vital Statistics page within a case.

     

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