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Case Management

Case Management

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

Case Types

Convert pre-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 the Passare app

Create a case in the Passare app

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Case Management

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

Getting started with decedent tracking 🎬

Add locations in the decedent tracking app

Assign multiple tracking codes in the decedent tracking app

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

Process Credit Card Payments 🎬

Receipt numbering

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Transferred Cases

Data transfer process

Review data before it's transferred

Adjust goods and services for transferred cases