Create cases on the go in the Passare mobile app.
Create a case
To create a case, 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
Tap 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
Funeral director will default to Unassigned.
You will be able to edit this from the case > Manage > Properties after 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.
A case will contain the following tabs:
- Manage
- Vitals
- Family
- Prep
- Arrange
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.