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Case Management
Getting Started
Setup Your Account
Create an At-Need Case
Customize Your Dashboard
Collaborate with Your Team
Planning Center
Case Management
Case Types
Case Management
Care Center
Checklists
Decedent Tracking
Documents
Goods & Services
Payments & Adjustments
Transferred Cases
Business Management
Accounting
Batch
Calendar
Financials
Inventory
Organization
Price Lists
Reporting
Rolodex
Integrations
Aftercare Integrations
Answering Service Integrations
Electronic Death Record Integrations
Memorial Integrations
Payment Integrations
Preneed Integrations
Print Integrations
Website Integrations
Updates & Webinars
Webinars
Passare Release Notes
Internal 🙈
Support
Integrations
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Support
Case Management
Getting Started
Setup Your Account
Create an At-Need Case
Customize Your Dashboard
Collaborate with Your Team
Planning Center
Case Management
Case Types
Case Management
Care Center
Checklists
Decedent Tracking
Documents
Goods & Services
Payments & Adjustments
Transferred Cases
Business Management
Accounting
Batch
Calendar
Financials
Inventory
Organization
Price Lists
Reporting
Rolodex
Integrations
Aftercare Integrations
Answering Service Integrations
Electronic Death Record Integrations
Memorial Integrations
Payment Integrations
Preneed Integrations
Print Integrations
Website Integrations
Updates & Webinars
Webinars
Passare Release Notes
Internal 🙈
Support
Integrations
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
See more
Case Management
Copy cases between locations
Delete and restore cases
Edit case dates
Export case information
Reset case numbering
Multiple pre-need contracts
See more
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
See more
Transferred Cases
Data transfer process
Review data before it's transferred
Adjust goods and services for transferred cases