Create an Imminent-need case

Create Imminent-need cases to help care and plan for those in hospice.

Create an Imminent-need case

Imminent-need cases can be used to begin collecting information of loved ones in hospice. 

To start, click Add > Case > Imminent-need case.

Add imminent need case

 

Enter the First and Last Name, then Create.

for an imminent need case, complete first name, last name and create to create your case

 

Once the case is created, you can add case information, create Reminders to follow up, and assign Case Tags for reporting.

Reminder on imminent need case

To learn more, check out our articles on reminders and case tags.

 

Convert to At-need

Convert the Imminent-need to an At-need case once the loved one has passed away. At this point, you've already begun planning with the family and can pick up where you left off.

Under the Case Information sidebar, select the At-need tab. Check the box for At-Need and Save.

Convert to at-need from the information sidebar

 

You can now proceed as you would with a normal At-need case.

 

Need more information?

 

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