First Call Page

There's no longer a need for first call sheets! Now all the information can be entered digitally in Passare and auto-populated onto forms and documents.

First Call Information:

After logging into Passare, select Create > At-Need Case.

This will bring you to the First Call page.

Create at-need case

 

Choose a Branch, if applicable.

Next, enter the decedent's First Name and Last Name. Save!

This will create the case.

Choose the branch add first & last name

 

Continue entering the Deceased Vitals. Such as, Social Security Number, Date of Birth, Gender, etc.

For Date of Birth, you can type in the date or select the Calendar iconicon.

 

First Call Page

Location of Death and Remains:

Scroll down to enter the Location of Death.

The Location of Death will default to Decedent's Residence.

If you type the zip code first, it will automatically validate the city, county, and state.

Location of Death First Call Page

 

If the death occurred in another location besides the Decedent's Residence, choose an option from the drop-down.

You'll notice the name and fields will change depending on the Location of Death selected (i.e. Residence, Hospital, or Nursing Home).

If you've already created Rolodex entries, choose one from the drop-down.

Hospital Location of Death First Call Page

 

If you don't see the correct option. You can add to the Rolodex for future use.

Select theBlue plus sign button to Add a New Rolodex Entry.

Choose an item

 

Pronouncement & Transfer Instructions:

Add the Date of Death, Time of Death, Pronounced By, Transfer Instructions, etc.

If the death occurred today, you can type Today, and it will add today's date.

Be sure to check the box next to Family Present at Transfer if the family will be at the removal.

Pronouncement and Transfer Instructions

Caller:

Select the caller's Relationship to the deceased, enter their First Name and Last Name, and indicate whether or not they are the Informant or Next of Kin by checking the boxes next to these fields.

You can also add other family members or people pertaining to this case.

If you need to add additional people, select Add Person to create another field.

 

Caller info

Arrangement Meeting and Internal Notes:

Add information about the arrangement such as the location, date, and time and what funeral director the family will meet with.

If you'd like someone else to see your Internal Notes, tag the team member using @ and select their name.

 

Arrangement Meeting

 

Once you've entered all the information, Save.

The First Call page is now complete!

Next, is Vital Statistics. For detailed information on how to complete this page, see Vital Statistics Page.

 

 

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