Passare Pro
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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
Live Streaming Integrations
Memorial Integrations
Payment Integrations
Preneed Integrations
Print Integrations
Website Integrations
Updates, webinars and beta
Passare Release Notes
Beta features
Mobile
What's New
Getting Started
Case Management
Back to home
Passare Pro
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
Live Streaming Integrations
Memorial Integrations
Payment Integrations
Preneed Integrations
Print Integrations
Website Integrations
Updates, webinars and beta
Passare Release Notes
Beta features
Mobile
What's New
Getting Started
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
Create a pet case
Create a trade case
See more
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
Merge cases in Passare
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
View tasks from the Dashboard
Getting started with Tasks
See more
Decedent Tracking
Tracking locations and items
View decedent tracking details in Passare
Create a case in the Decedent Tracking app
Getting started with Decedent Tracking 🎬
Add locations in the Decedent Tracking app
Assign multiple tracking codes in the Decedent Tracking app
See more
Documents
eSignatures on a Print & Sign contract
Manage standard forms
Edit a form
Add and edit memorial content
Create a custom document
Customize template categories
Getting started with eSignatures 🎬
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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 Deluxe Merchant Services
Receipt numbering
See more
Transferred Cases
Data transfer - case files
Data transfer - supported fields
Data transfer - our process
Review data before transferring
Adjusting goods and services for transferred cases
Data transfer clean-up & enhancements
See more
