How to Run Batch Forms

Save time by printing multiple forms in one "batch" rather than case-by-case.

    Download and print a form for multiple cases and locations. Simply select which form you'd like to print, customize the filters based on your needs, and watch how much time you'll save!

    Create a Batch:

    To get started, click Admin > Documents at the top right of your screen.

    Under Documents, find the form you'd like to print in batch (i.e. a survey letter, invoice).

    Click on the form and you should see an option to select Batch Form Type.

    Note: If you don't see this as an option for your document, most likely it means it is a global form only our team has access to. Let us know if this is the case and if you'd like this to be added as a batch form. We would be happy to do that for you!

    Select Duplicate the Entire Form for Each Case. (99% of the time this is the option you'll want to choose.)

    Choose the Form Category and Save.

    Next, click System > Batch Forms at the top right of your screen.

    Note: If you don't have access to Batch Forms, shoot us an email. This is something that will need to be turned "On" to utilize the feature.

    Select the Form you'd like to batch print.

     

    Next, tell Passare which specific cases you'd like to be printed by making selections in the Filters section.

    Pro Tips:

    • The Date Range (4) is based on Date to Filter On (7). For example, if you select the "Death Date" as the Date to Filter On and "Past Month" as the Date Range, it will pull all cases whose date of death is from the previous month. However, if you select "Case Created Date" as the Date to Filter On (7), it will pull all cases that were created the previous month.
    • Due Date (8) relates to invoices. If you want to see all invoices that are 30 days past due, you would select "30," etc. Be sure to have a "Due By" selected on the Payments & Adjustments page for this to work (see image below)!p&a page
    • Outstanding Balance (9) can also be helpful for invoices. If you select "yes" and "positive," you'll pull all cases in the date range selected that have an outstanding balance and still owe. You also have the option to select cases without a balance or all cases.

     

    Click Run Batch Forms.

    Note: You can also click Save Configuration if you'd like the batch settings to be saved for future use. Once the configuration is saved, you can access the configurations under the Saved Configurations drop-down.

     

     

    After Running Batch Forms, select System > Download Center on the top right of your screen.

    Depending on the number of cases you're pulling (i.e. if you are pulling all invoices from an entire calendar year), you may have to wait a little while before the download is ready. As the batch is downloading, it will show up in the In-Queue section of the Download Center. Once the batch is finished downloading, it will show in Ready for Download. Click Download to view the batch. You can also save or email the batch as well!

     

    Look everything over to make sure the information is filled out and you pulled the information you wanted. If you don't get the information you need, you can always repeat the same process by going into Batch Forms and making different selections in the Filters section.

    Commonly Asked Questions:

    How are batch forms sorted?

    Batch forms are sorted alphabetically by branch. Then, they are sorted alphabetically by the last name on the case.

     

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