Case Management
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      3. Case Management

      Self-started cases

      Let your families initiate the planning process directly from your website with self-started cases.

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      ✋ Don't have a self-started link? Contact Passare Support at 1-800-692-5111 or support@passare.com, and we will provide it to you.


      Set up your self-started link

      To begin using self-started cases, you will need to connect your specific link to your website. 

      Your link will look something like this: 

      https://plan.passare.com/planner/create-account/funeralhomename

      Once you have your self-started link, contact your website provider to add it to your website, either as a link, button, or dropdown option.

      Self-started link on funeral home website

      Pro tip: Add a QR code to your hospice brochures and embed this link on it. That way, families can easily scan the code and begin making arrangements.

       

      Create a self-started case

      When the family clicks the button or link on your website, they will be prompted to login to the Planning Center.

      If they are brand new to the Planning Center, they will need to create an account. If they already have an account, they can select I already have an account.

      Create account page of Planning Center

       

      If the family is creating a new login, they will be asked to fill out their name and phone number. 

      They should also indicate if they are planning for someone else.

      Create account page of Planning Center

       

      If they are planning for someone else, a second column will appear asking for their loved one's info. 

      The Has a death occurred? dropdown indicates if this is an at-need or imminent-need case.

      Account creation form when "Planning for someone else" is selected

       

      Click Start plan to begin. They will be taken to the Planning Center homepage of the case.

      Learn more about the Planning Center.

       

      Find self-started cases in Passare

      Track which cases are created by families with Case Listing filters.

      First, go to your Case Listing. 

      While on the All Cases tab, select Filter Cases.

      Filter cases button

       

      Under the Case Origin dropdown, choose Self-started.

      Then, click Show in a new tab. 

      Filter cases modal

      Self-started cases are created at the organization level and will not initially have a branch. We don't recommend filtering by branch for this tab.

       

      This will bring all self-started cases into a New Search tab.

      Filtered tab showing self-started cases

       

      To save this view, click the Save button to the right.

      Save filtered tab

       

      Name the tab and save.

      Name and save filtered tab

       

      This tab will continue to update as more cases are created by your families.

      New tab for self-started cases

       

      Need more information?

       

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