Creating a case in Passare is easy! Use these step-by-step instructions below.
Create a case
Once you login to Passare, select Create at the top of your screen.
Then select the case type.
For this example, we'll select At-Need Case.
This will open the case creation modal.
Enter the decedent's First Name and Last Name.
Note: These are the only fields required to create a case in Passare!
To create multiple cases at once, use the checkbox labeled Create another case.
As long as this is checked, you will be able to create cases back-to-back.
Click Create to add the case. You will be taken to the Vitals page where you can add more details.
While the First and Last Name are the only required fields, we recommend entering as much information as possible, such as:
✔️ Gender
✔️ Date of Birth
✔️ Social Security Number
✔️ Date of Death
This information will be used to auto-populate forms, reports, and other advanced functionality.
Once you add all of the information, be sure to Save.
Once you have Saved you are ready to hit the Next button at the bottom right to continue filling out details for the case.
Need more information?
The system will guide you through various pages when creating the case. For detailed information on how to fill out each page, review the resources below:
- Vitals
- Family and friends page
- Funeral options page
- Goods and services page
- Payments an adjustments page
Need help? Email us at support@passare.com or call 1-800-692-5111.