- Passare Pro
- Case management
- Case Types
Convert pre-need or imminent-need to at-need
When it's time, easily convert your pre-need and imminent-need cases to at-need.
Convert the case
First, search for the case you want to convert.
Open the case and locate the Case Information sidebar on the right side of the screen.
On pre-need cases, keep the Pre-Need checkbox selected so the conversion shows on reports!
Select the At-Need tab and check the At-Need checkbox.
Be sure to save!
That's it! Your case will now show as a converted case on your Case Listing and have an at-need case identifier.
Need more information?
Need Help? Email us at support@passare.com or call 1-800-692-5111!