Once you're logged in to the app, the Case Listing will be your landing page.
You'll see all cases for the organization you are signed into.
💡Have access to multiple orgs? See how to switch orgs HERE.
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Search cases
Search by decedent name, case identifier, or a family member's name. When you search a name, results will include any cases associated with the searched name.
Decedent name matches will be listed first. Family members or other roles associated with searched name will be listed next.
Filter and sort cases
Use the filter icon to sort and filter your case listing by Disposition, Case status, Client service type, Branch, and Location.
Tap into each field to make your selections, then use the Sort by field to choose how your selection should be displayed (e.g., Case creation date, date of death, etc.), then tap Done.
A small dot will appear on the filter icon to show that filters are currently applied.
To clear filters, tap the filter icon, then tap Clear all.
Use the quick filters to quickly filter your case listing by case type.
Available quick filters:
- Pinned
- All
- Pre-need
- At-need
- Imminent-need
- Trade
If no other filters are applied, cases under the All, Pre-need, and Imminent-need quick filters are listed in order by case creation date from newest to oldest. At-need and Trade quick filters will list cases by most recent date of death.
Pin cases
Create a personalized case listing under the Pinned tab. Tap the Pin icon on the right of each case card to pin cases that are most important to you.
Remove cases that no longer need your attention by unpinning them under the Pinned tab.This will remove the case from the Pinned tab, but the case will still appear under the All tab.
Open a case
Clicking on a case card will direct you to the Manage page of the case.
Need help? Email us at support@passare.com or call (800) 692-5111.