Save time and copy vitals, obituary, and more to one of your other locations in Passare.
✋ This feature can only be used by organizations that have multiple locations. Only users with Copy and Transfer Cases permission can copy cases between locations.
Copy cases
Search the case you would like to copy.
On the far right of your Case Listing, select the gear icon.
Select Copy Case.
Select the Organization and Branch you would like to copy the case to.
Select Copy.
We do not suggest checking the box for Delete Existing Case after Transfer at this point.
Go to the organization you selected and check that the case successfully transferred.
Copied information
The following will automatically copy over:
- Vitals
- Family & Friends
- Veteran Information
- Disposition
- Obituary text
- Tracking page (Care Center)
- Decedent Tracking
Manual transfer
The following information will need to be manually copied over:
- Case Information sidebar (Client Service Type, Case Assigned to, etc.)
- Appointments page
- Obituary photo
- Funeral Options
- Information contained in the Planning Center
- Care Center information (except for information on the Tracking page)
- Goods & Services
- Payments & Adjustments
- Rolodex or user-specific fields
- Case Files
The following information will take new data based on the new org's set up:
- Case Number
- Checklists
Once you've confirmed the information, you can delete the case from the original organization by going back to its Case Listing and deleting from the gear icon.
Need more information?
Need help? Email us at support@passare.com or call 1-800-692-5111.