Create cases on the go in the mobile app.
Create a case
To create a case, you can tap the icon from the case listing or within a case.
A menu will slide up from the bottom. Select Case.
Next, you'll see an Add new modal.
- Case type
- First name
- Last name
The following fields are not seen on the create new page but will populate based on defaults set up on the back end in Passare:
- Funeral director
- Case identifier
- Case status
Note: Funeral director will default to Unassigned. You will be able to edit this under the Manage tab on the Properties card when the case is created.
Once the case is created, you will be taken to the Manage tab in the case.
You can either continue adding information to the case or go back to Cases.
Case Management contains the following pages:
Each page is organized into cards that contain fields related to the card title.
For example, the Vitals tab has the following cards:
Cards that contain populated fields, will have a icon.
Select the icon to edit or add other information.
Cards that do not have any fields populated will have an action button, such as:
Select the action button to add information.
The family tab has Family member cards.
Family member cards are organized in the following order:
The Prep tab has the following cards:
The Arrange tab has the following cards:
- Service details
Need Help? Email us at email@example.com or call 1-800-692-5111.