Aftercare Integrations
      Back to home
      1. Passare Pro
      2. Integrations
      3. Aftercare Integrations

      Aftercare.com Reporting Requirements

      With one click, your Aftercare report will now only include the Family & Friends that need aftercare follow-up.

      aftercare.com logo 

      Aftercare follow-up

      Go to a case > Family & Friends > Add Family/Friend.

      Add a First Name, Last Name, and Relationship to the decedent.

      From the Roles drop-down, check the box for Aftercare follow-up.

      select from roles dropdown

      If you utilize Aftercare.com's, Aftercare-By-Text feature, be sure to include a mobile phone in the Mobile Phone field in Passare.


      Edit Family/Friend

      If you add a Family/Friend on the First Call page under Caller or Other Person, the Aftercare Follow-Up checkbox will need to be checked from the Family & Friends page.

      From the Family & Friends page, select a name to open the Edit Family/Friend modal. 

      Scroll down to Roles.

      Check the box for Aftercare Follow-Up and Save.

      Edit Family/Friend pop-up

       

      Need help? Email us at support@passare.com or call (800) 692-5111!