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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 & Restore Cases

Edit Case Dates

Export Case Information

Reset Case Numbering

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Care Center

Getting started with the Care Center

Configure the Care Center Dashboard

Set Up Checklists & Merchandise for the Care Center

Checklists

Create a Checklist

Create & 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 & Edit Memorial Content

Create a Custom Form/Template

Customize Template Categories & Documents

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Goods & Services

Automate Contract Signing & Printing

Manage Pre-Need & Inflation Discounts

Sign At-Need & Cash Sale Contracts

FEMA Invoice

Payments & Adjustments

Apply Interest to a Balance

Create & Print a Receipt

Enter & 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 & Services for Transferred Cases