Enter vitals quickly with the configurable Vitals page. Now, you can hide the fields you don't need and easily find sections you're looking for.
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Vitals combines First Call and Vital Statistics to a single page. It is designed to simplify your first call process through 3 key features:
1️⃣ Page configuration
2️⃣ Field search
3️⃣ Collapsible sections
Vitals is currently in beta testing, or a live testing period. During beta, this feature is optional for you to try out before we switch all accounts over.
Turn on beta
To turn on Vitals, visit the First Call or Vital Statistics page of any at-need case.
In the case information sidebar, you will see a new section titled Beta Features.
Toggle on Vitals.
Your page will automatically refresh and convert to Vitals.
💡 FYI: This feature is available on At-Need, Imminent Need, and Trade cases.
You can turn off Vitals at any time during the beta phase.
Configure Vitals page
Any user with Admin permissions can edit or create new configurations of the page.
To configure the Vitals page, go to Admin > Organization. Select Configure.
Either Add a configuration or click into 'Vitals default' to edit the default configuration.
Toggle between the page sections on the left side. Check on/off the sections or fields you want visible on Vitals.
🔍 You may have noticed... Custom fields and Notes cannot be removed from Vitals.
✋ Wait a second! If you are using an integration, you may want to keep its required fields on your Vitals page. Check out this document for details.
You can also reorder sections by dragging them up and down in the list.
Once everything is configured, click Save.
Passare will ask for confirmation. Click Save again.
⚠️ Heads up! When configuring Vitals, you are only affecting the web app. Mobile and Planning Center pages will be unaffected.
You will be prompted to name your configuration and select branches. With these settings added, click Save.
🤔 Just so you know... If branches are currently assigned to another Vitals configuration, they will be grayed out. Each branch can only use one Vitals page at a time!
Once saved, your configuration is now listed under Admin > Organization > Configure.
To delete a configuration, simply select the trash can icon from this page.
Search & collapse
Work through vitals quickly with features like field search and collapsible sections.
To find a field or section, search for its name in the page search bar, or select from the dropdown.
Click on the field name you want and Passare will highlight it for you.
Collapse and expand sections while working through the page.
Each section has a Collapse option, which will hide the section. Click expand to show the section again.
You can also Collapse all or Expand all, which will hide or show all fields of the page, respectively.
Need More Information?
Need Help? Email us at firstname.lastname@example.org or call 1-800-692-5111!