Multiple pre-need contracts

Each case in Passare can now store multiple pre-need contracts. Once you convert your pre-need contract to an at-need contract, you won't lose data.

Add pre-need contracts

Once you've created your pre-need case, you can go to the Goods & Services page to add your contract items.

A tab with the Case ID and contract number will automatically be created for you. All you'll need to do is add your items.

add your pre-need case and use quick add or search bar to add your items to the contract

 

Once you've added all of your items for the contract, you can add additional contracts by selecting Add Contract. You'll now have multiple tabs, one for each contract.

click add contract button  to add another pre-need contract, creating multiple tabs

 

If you need to delete a contract, select the gear drop-down and select Delete Contract.

if you need to delete a case, Use settings icon and drop-down menu to choose delete case option

Pre-need payments

You can also add payments for each pre-need contract. Go to the Payments & Adjustments page, select the contract you want to add a payment for, and Add Transaction.

Select the contract tab in payments & adjustments page, add transaction dropdown, then add payments to apply a payment to that contract

 

Enter the payment info and Save.screenshot of enter payment info and hit green save button

Convert to at-need

Once the pre-need becomes at-need, you'll need to convert the case to at-need. To do so, select the at-need tab on the Case Information sidebar. Check the box for at-need and Save.

Use case information toolbar to convert to at need by selecting at-need checkbox and saving.

 

Once converted to at-need, all of the pre-need contracts will still be available to view. From here, you can create an at-need contract.

Add your at-need contract items and Save. use quick add or search bar to add items to your at-need contract. You can still tab back to pre-need contracts to see those items.

 

You can tab back and forth between the pre-need and at-need contracts to help with reconciliations. pre-need contract will be 'locked' once converted to at-need, but you can still view items using tabs on goods & services page

 

🔒 Any settled Funeral Directors Life Pre-need contracts that sync over will be LOCKED in this screen to avoid errors.

 

You can also reference the pre-need payments as well as add payments for the at-need contract.

You can also reference the pre-need payments as well as add payments for the at-need contract.

Downloading documents

For documents that have financial information, there will now be a drop-down for you to choose which contract to download. The drop-down will automatically default to the case type you're currently in and the contract tab you've selected.

Choose the contract you want and select Download.

Choose the contract to download from the drop-down under the file you've selected

Pre-need reporting

You can also report on pre-need data. Under User Reports, you can choose to report on pre-need contracts and payments and adjustments.

You can also report on pre-need data. Under User Reports, you can choose to report on pre-need contracts and payments and adjustments.

 

For more information see how to run and customize user reports.

 

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