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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.
Note: For Pre-need cases keep the Pre-Need checkbox checked, otherwise it will not show up as a conversion on your 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 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!