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Case management

Case management

Keep track of your Cases, Payments, Checklists, and More

Case Types

Convert pre-need or imminent-need to at-need

Create a pre-need case

Create an imminent-need case

Create a cash sale case

Create a pet case

Create a trade case

Create a trade case in Passare Mobile

Create a case in Passare Mobile

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Case Management

Self-started cases

Copy cases between locations

Delete and restore cases

Edit case dates

Export case information

Reset case numbering

Multiple pre-need contracts

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Care Center

Getting started with the care center

Configure the care center dashboard

Setup checklists and merchandise for the care center

Checklists

Create a checklist

Create and run checklist reports

Use checklists within a case

Decedent Tracking

Create a case in the Decedent Tracking app

Tracking locations and items

View decedent tracking details in Passare

Getting started with decedent tracking

Add locations in the Decedent Tracking app

Assign multiple tracking codes in the Decedent Tracking app

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Documents

eSignatures on a print and sign contract

Getting started with eSignatures

Manage standard forms

Edit a form

Add and edit memorial content

Create a custom form or template

Customize template categories and documents

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Goods & Services

Automate contract signing and printing

Manage pre-need and inflation discounts

Sign at-need and cash sale contracts

FEMA invoice

Payments & Adjustments

Calculate interest

Create and print a receipt

Enter and track insurance assignments

Process card and ACH payments with First American

Process Credit Card Payments with WePay 🎬

Receipt numbering

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Transferred Cases

Data transfer - supported fields

Data transfer - our process

Data transfer - case files

Review data before it's transferred

Adjust goods and services for transferred cases

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