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.



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