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Convert Pre-Need to At-Need
Keep track of your pre-need and at-need cases in Passare with seamless case conversion.
Convert the Case:
First search for the pre-need case you want to convert.
Open the case, and locate the Case Information sidebar to the right side of the screen.
Keep the Pre-Need checkbox checked, otherwise it will not show up as a conversion on your reports!
Then select the At-Need tab, and check the At-Need checkbox
Be sure to Save!
That's it! Your case will now show as an at-need case and have an at-need case identifier.
Need Help? Email us at email@example.com or call 1-800-692-5111!