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 Listing search

       

      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!

      gif showing how to change a case to At-Need

       

      That's it! Your case will now show as a converted case on your Case Listing and have an at-need case identifier.

      Case types column showing pre-need and at-need

       

      Need more information?

      Need Help? Email us at support@passare.com or call 1-800-692-5111!