Create a case in the Passare mobile app

Create a case

To create a case, tap the  icon from the case listing page.

A menu will slide up from the bottom. Select Case. 

The Add Case modal will appear for you to add case information. 

Fill in: 

• Case type (Required)
• Branch (Required)
• First name (Required) 
• Last name (Required)
• Date of birth
• Date of death (At-Need and Trade cases only)
• Weight (At-need and Trade cases only)
  
  

Decedent ID can be entered manually, or you can use the scanner tool if your organization uses barcode tracking. 

Tap the Location field to select from one of your saved locations or use the scanning tool to scan a location's barcode. 

Tap Done. 

The following information will populate based on defaults set up on the back end in Passare: 

• • Funeral director
  • Case identifier
  • Case status

Once the case is created, you will be taken to the Manage tab in the case. Use the pencil icon to edit case properties, like Funeral director, Case status, and Disposition type. 

The following case tabs are available based on roles & permissions:

• Manage
• Tasks
• Vitals
• Family
• Messages
• Prep
• Arrange
• Track

Each tab will populate information via cards.

For example, the Vitals tab has the following cards:

• Basic
• Birth
• Death
• Spouse
• Parents
• Ethnicity
• Career
• Veteran

On any card with populated fields, tap the  icon to edit or add information.

Cards that do not have any fields populated will have a button to add details.

Family tab

The family tab has Family member cards.

Family member cards are organized in the following order:

• Primary contact

• Spouse

• Children

• Parents

• Siblings

• Extended family

• Friends

Prep tab

The Prep tab has the following cards:

• Appearance
• Dressing
• Embalming

Arrange tab

The Arrange tab has the following cards:

• Obituary
• Service details
• Preferences
• Disposition

 

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