How to Enter a CLAIMCHECK Assignment 🎬

If you're signed up with CLAIMCHECK, you can now enter all assignment information in Passare without having to double-enter data in both systems.

Entering an Assignment:

On the Payments & Adjustments page > Under Add Transaction > Select Add CLAIMCHECK Assignment.



Note: If you do not see CLAIMCHECK under transactions, contact They can help get you set up and trained.


If the transaction type is grayed out, hover over the icon. It will show you the required information that's missing.



When you're ready to add the assignment, start by selecting the Insurance Company and the Fee Paid By.



Then add the Policy information. The following fields are required:

  • Policy Number
  • Policy Type
  • Policy Value
  • Organization & Beneficiary Request.

Even if there will not be any leftover funds, you'll still need to enter $0.00 in the Beneficiary Request field.



If there are multiple policies with the same insurance company, you can Add Policy.


Note: If there are multiple policies with different insurance companies, you'll need to add a separate transaction.



To view a breakdown of the assignment, select Calculate > See Assignment Summary.

If the calculation is wrong, now is the time to fix it!

Once you hit save, you will not be able to make changes in Passare. You can always Calculate again and see the updated summary. 



If the assignment summary is correct, you can move on to adding the Beneficiary.

Select a beneficiary from the Family & Friends or select Other to add someone else. There can be multiple beneficiaries.



The following fields are required for the beneficiary:

  • First & Last Name
  • Birth Date
  • Relationship
  • Social Security Number
  • Address, City, State, Zip
  • Primary Phone

If any of these fields are not filled in, you'll be able to add them to the assignment. 



Once everything has been added, Save & Submit.

Remember, once an assignment is submitted, you will no longer be able to make changes in Passare. To make changes, you'll need to contact your CLAIMCHECK processor.


Under transactions at the top of the screen, you'll see the assignment you just added. Select the gear icon to view the CLAIMCHECK Documents. 



Download the Irrevocable Assignment and Intake Assignment Request and have the beneficiary sign them.

Once the beneficiary signs the forms, you can upload them back into Passare, and they will be forwarded to CLAIMCHECK.


You can also upload additional documents, related to the assignment. 


Managing Assignments:

After you've submitted the assignment, you can view the Assignment Number, Queue, Status, CLAIMCHECK Processor, and much more.

This information is synced with CLAIMCHECK and will automatically update every 24 hours, or you can select Sync on the transaction summary to update immediately.

This information can be viewed in the transaction summary.



It can also be viewed on your case listing page. To add CLAIMCHECK to the case listing page, select the settings icon in the top-right corner.

Select Add/Remove Widgets > Check the box for CLAIMCHECK Assignments > Save.



This will allow you to filter all of your Open & Complete Assignments.



For a full list of the required information, Click HERE.

    Commonly Asked Questions:

    What happens once the assignment is complete?

    When CLAIMCHECK marks an assignment as complete, Passare will no longer check for updates. If you want to check for updates, you can select Sync on the transaction summary.

    What is the minimum assignment amount?

    The total request amount must be greater than the minimum fee of $125.00.

    If the organization is paying the fee, can the beneficiary request an amount?

    Actually, no, they cannot! If the organization chooses to pay the fee, the beneficiary amount must be $0.00.

    However, if the fee is split, the beneficiary request must be greater then $0.00.

    Need More Information?


    Need Help? Email us at or call 1-800-692-5111!

    You may also contact CLAIMCHECK support at (800) 692-3688 or