Create a Case in the App

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.

Fill in:

    • Case type
    • Branch
    • First name
    • Last name

Select Done.

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.

screenshot of the manage tab

Case Management contains the following pages:

  • Manage
  • Vitals
  • Family
  • Prep
  • Arrange

Each page is organized into cards that contain fields related to the card title.

For example, the Vitals tab has the following cards:

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

screenshot of add birth details button

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: add birth details button

Select the action button to add information.

Family

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

The Prep tab has the following cards:

  • Appearance
  • Dressing
  • Embalming

Arrange

The Arrange tab has the following cards:

  • Obituary
  • Service details
  • Preferences
  • Disposition

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