Mobile Application Integration
Passare users will have the ability to download our Mobile Application, from the Apple App Store or Google Play Store, which will allow them to create and manage at-need cases on-the-go.
The mobile application will only be available to users that have this feature enabled. If you want to use the mobile application, please contact your Account Success Manager to have this feature enabled.
To download the application, go to the Apple Store or Google Play Store and search "Passare" and download the Passare application.
Once the feature is enabled and the application is downloaded, users will be able to login to the mobile application, by using the same username and password that is used for cap.passare.com
Mobile PIN Setup
The mobile PIN functionality allows users who are sharing devices to login to those devices by typing in a unique 4-digit PIN, instead of having to type in the username and password, each time someone else logs in to that shared device.
The mobile PIN access can be managed by users that have the 'Mobile: Can Manage Shared Device Settings' permission enabled. Users without this permission, cannot enable PIN access for themselves or others.
To enable PIN access for others, Admin users can go to Admin > Users > Mobile Settings > and check the 'Uses Shared Device' checkbox. Then, the Admin user can click on 'Auto-Generate PIN', which will create a unique 4-digit PIN for the user and will send that information to their Passare-registered email.
To customize their own PIN, users can go to Admin > My Account > My Profile > Mobile Settings. From there, users can customize the PIN, per organization that they are assigned to, by clicking on the pencil icon, next to the organization they want to edit the PIN number for. Keep in mind that the PIN you use must be unique to your organization.
MANAGING MOBILE-ORIGINATING CASES IN PASSARE
The mobile application was originally designed to be a decedent tracking application. The data that is related to decedent tracking will populate in Passare, within a case, under the Care Center page.
Location Event History
The location events, from the mobile application, will show under Care Center > Tracking, within the 'Location Event History' table.
The tracking IDs, from the mobile application, will show under Care Center > Tracking, within the 'Tracking ID History' table.
The personal items, from the Mobile Application, will show under Care Center > Tracking, within the 'Personal Items' table.
The case notes, from the Mobile Application, will show under Care Center > Notes.
What case types are available to create from the mobile application?
At the moment, only At-Need cases can be created from the mobile application.
What fields of data will Passare share with the mobile application?
The fields below can be managed from either Passare or the mobile application. Any update that is done from either side, will sync up data across both platforms.
- Case Status
- Decedent First Name
- Decedent Middle Name
- Decedent Last Name
- Decedent Date of Birth
- Decedent Date of Death
- Case Identifier (only managed via Passare)
How do I login to the mobile application?
Users will be able to access the mobile application using the same credentials they use for the main Passare application, at https://cap.passare.com.
How will I know which cases originated from the mobile application?
In Passare, cases that originated from the mobile application, will be assigned a 'Case Origin' of "Mobile".
What cases will show in the mobile application?
At the moment, any At-Need case that originated in the mobile application or the main Passare application will show in the mobile application.
Where will my mobile application's locations be managed from?
Users with the ability to manage locations will be able to continue managing those locations within the mobile application. Locations within the mobile application cannot currently be managed within the main Passare application.
How do I add a case identifier to a case within the mobile application?
Case identifiers can only be managed within Passare. If a user creates a case within the mobile application and hits 'SAVE', that case will assume the next case identifier available from the case identifier templates that are set up within your Passare instance.
WHO DO I CALL IF I HAVE QUESTIONS?
Contact firstname.lastname@example.org with any questions about this feature or call the toll-free support number: 1-800-692-5111.