Custom processing fees on Claimcheck assignments

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• Adding your custom processing fee
• Talking to families about assignments

Adding your custom processing fee

After building your contract, first go to the Payments & Adjustments page.

Just like a normal Claimcheck assignment, add the assignment transaction using the Add transaction button. Then, select the transaction which includes your custom fee.

The transaction will be added, and the Apply processing fee checkbox will be enabled by default.

Continue down the page and fill out the Policy information.

Click Save & Submit.

A confirmation modal will show you the requested amount with fees.

Click Submit.

Once submitted, you can view the processing fee line item on the Goods & Services page, as well as the adjustment on the Payments & Adjustments page.

Talking to families about assignments

With Passare, adding your processing fee to Claimcheck assignments is effortless! More than ever, assignments are a viable option for every family — not just a last resort.

Here's what to consider when talking to families:

• Transparency — Families often prefer to discuss payment before making arrangements. Providing families with all of their options upfront fosters transparency and builds trust.
• Peace of mind — Even if the family is financially prepared for the funeral, they may still need money for other expenses. Assignments can help ease their mind while removing the hassle of dealing with insurance companies.
• Your bottom line — Assignments are no longer a complex, manual process. With simplified processing fees and contract management, you can unlock an entirely new stream of revenue for your funeral home.

Need more information?

• Claimcheck Status & Messaging
• Enter a Claimcheck assignment
  
  

Need help? Email us at support@passare.com or call (800) 692-5111.

Or contact Claimcheck support at info@claimchecknow.com or call (800) 692-3688.