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!

PNtoAN

 

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!