Stay organized using customized checklists. Passare's checklist feature allows you to make to-do lists throughout the platform to keep you on track.
At the top right of your screen, select Admin > Checklists.
Add a Checklist Name and toggle Checklist Visibility On.
Then Add Task(s).
Drag and drop the tasks in the order you'd like.
To delete unnecessary tasks, select the trash can icon.
Scroll down to Checklist Settings to decide who can edit the checklist, where it will appear in Passare, and what case type(s) it will be associated with.
For internal use, check the box for This checklist can be edited by Funeral Home Staff.
Check BOTH options for a checklist you'd like to be viewed and edited by families in the Planning Center.
Leave this blank and the system will automatically record the name, date, and time of whoever completes this task.
We recommend this option unless you'd like to manually input the date and person instead.
Select where you'd like the checklist to show.
We suggest always having the checklist appear on the Checklist page.
Check additional boxes to have the checklist also appear on the Case Summary, in the Care Center, and/or in the Planning Center.
You'll only want to check This checklist should appear in the Planning Center for checklists you'd like the family to see.
Choose if you'd like the checklist to appear on certain case type(s), disposition type(s) and/or client service type(s).
Keep in mind: you'll need to select the disposition type and client service type for a case before the checklist will appear for that case.
Choose Any, including unassigned to have the checklist appear on all disposition types and client service types.
After making your selections, be sure to Save.
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