Create an Imminent-Need Case

Use Imminent-Need to promote business and keep track of Hospice cases.

Imminent-Need:

Imminent-Need cases should be used when you receive an inquiry about the services you provide. Such as someone inquiring about prices because their loved one is in hospice.

To start select Create > Imminent-Need Case

Similar to an At-Need case the First and Last Name are required. Save!

 

From here you can add additional information, create Reminders to follow up, and add Case Tags for reporting.

 

See, Send Reminder to Users and Add, Edit, Delete Case Tags, for more information.

 

We've seen many Imminent-Need cases turn to At-Need by sending the family an invitation to the Planning Center ahead of time.

They can begin thinking through and adding information before their loved one passes away. 

Once the death occurs easily convert Imminent-Need to At-Need.

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

 

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

 

 

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