Case Types
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      1. Passare Pro
      2. Case management
      3. 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.

      Case search box

       

      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!

      gif showing how to change a case to At-Need

      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 support@passare.com or call 1-800-692-5111!