Case types

Learn more about the different case types Passare offers.

Jump ahead to

• How to create a case
• At-need
• Pre-need
• Imminent-need
• Trade case
• Pet case
• Cash sale

 

How to create a case

To create a case, hover over the Add icon in your top navigation.

Select Case and the case type you would like to create.

The case types available are:

• At-need
• Pre-need
• Imminent-need
• Trade case
• Pet case
• Cash sale

 

At-need

Use At-need to log important details and plan services for decedents in your care.

With At-need cases, you can:

• Track biographical information (such as vitals and veteran info)
• Record family members & and their role in planning
• Schedule service and disposition information
• Write the obituary 
• Build a contract & receive payments

All information added to a case can be used to pre-populate forms, generate business reports, and more.

 

Pre-need

Use Pre-need to store data about someone with a pre-need contract.

With Pre-need cases, you can: 

• Track basic information (such as contact and veteran info)
• Record family members & their role in planning
• Log obituary, service, and final disposition wishes
• View policy information (through the FDLIC integration only)
• Build a contract

 

When it's time, convert to at-need in the case information sidebar.

 

Imminent-need

Use Imminent-need to record information on those in hospice or near passing.

With Imminent-need cases you can track the same details as an At-need, excluding death details.

 

You may find it useful to create Reminders for follow-up and add Case tags for reporting.

 

 

When it's time, convert the case to At-need on the case information sidebar.

 

Trade case

Create Trade cases to keep track of trade work, including embalming, removals, and cremations.

With Trade cases, you can:

• Record the business you are doing trade work for
• Add case basics like vitals and disposition
• Build out a contract & receive payments
• Print off an invoice for another funeral home

 

Pet Case

Use Pet cases to log death and cremation information for pets.

With Pet cases, you can:

• Log pet basics like name, breed, and weight
• Record owner name & contact info
• Record veterinarian clinic associated with the pet
• Build a contract & receive payments
• Print off an invoice for clinics or owners

 

Cash sale

Use Cash sales to track ancillary sales, such as additional death certificates or merchandise.

With a Cash sale, you can:

• Associate it to a decedent's case
• Log the buyer's contact information
• Build a contract, receive payment & generate a receipt

 

Need more information?

• Case information sidebar
• Getting started with Vitals
• Create an At-need case

 

Need Help? Email us at support@passare.com or call 1-800-692-5111!