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Find cases with Search

Access a case from anywhere in Passare using our improved Search.

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Search for cases

To begin, click in the search bar in the top navigation.

Here, you will see your five most recently visited cases in the dropdown.

Search bar in navigation showing recent cases

 

You will see the following information for each case:

  • Case name
  • Case number
  • Date of death (at-needs only)
  • Case type 
  • Branch (multiple branches only)

 

Begin typing in a case name, acquaintance name, or case number in the search bar.

Matched search results will appear in bold.

Bold search results

 

Search for family members

You can also search by family member name. These results will be separated in the Family section of the dropdown.

Family section of search results

You will see the following information for family members:

  • Family member name
  • Relationship to decedent
  • Decedent name
  • Decedent case number
  • Decedent date of death (for at-needs only)
  • Case type 
  • Branch (for multiple branches only)

 

Quick filters

Refine your search by using quick filters. Click the filter(s) to select what results you'd like to see.

Selected filter to show family members

 

Natural search

Natural search helps you find cases using plain English. Instead of manually setting up filters, just enter a phrase like "cremation cases from last month" to find matching results.

Don't see the option to use natural search? Reach out to Passare support for assistance at support@passare.com or call 1-800-692-5111.

Once enabled, navigate to the Case listings search bar section

Select the "+" button > Natural search

Once enabled, navigate to the Case listings search bar section Select the "+" button > Natural search

 

Then simply type what you're looking for in your own words > Enter

Results appear in the case listing below, with applied filters shown as labels.

Results appear in the case listing below, with applied filters shown as labels.

Examples

What you type What it does

At-need cases

Finds all at-need cases

Cremation cases from last month

Finds cremation cases created last month

Cases assigned to John

Finds cases assigned to someone named John

Cases with payments

Finds cases that have received at least one payment

Cases without payments

Finds cases with no payments received

Cases with balance

Finds cases that still have money owed

Signed this month

Finds cases with contracts signed this month

Veterans who died in 2025

Finds veteran cases with a 2025 date of death

Cases from Lomas

Finds cases from the Lomas branch

Self-started cases

Finds cases that originated as self-started

Contract total is higher than 5000

Finds cases with a contract total above $5,000

Cremation or burial cases from this year

Finds cremation or burial cases created this year

Cases with balance from the University

Finds cases with outstanding balance at the University branch

Tips for Best Results

  • Be specific. "Cremation cases from Lomas created this month" works better than vague queries.

  • Use the right terminology. Say "balance" when you mean outstanding balance, and "payments" when you mean whether payments have been received.

  • Check the filter labels. After searching, review the filter labels above the results to ensure the system interpreted your query correctly.

  • Keep it simple. Start with straightforward queries and add conditions as needed rather than writing very long, complex queries all at once.

  • Use common date phrases. The system understands "today", "yesterday", "this week", "last month", "this year", and similar natural date expressions.

Need more information?

 

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