Review data before it's transferred

Transferring your data to Passare? Review the data in our staging environment before it's uploaded into Production.

Jump ahead to:

• Vital Statistics
• Family & Friends
• Funeral Options
• Obituary
• Disposition
• Goods & Services
• Payments & Adjustments

Vital statistics

To start, log in to our staging environment with your temporary username and password.

Once logged in, select the Case Listing tab.

 

You'll see the cases that are being transferred. Select the name of a Decedent to open the case.

 

You should see the case menu at the top of the screen. If you don't, select the arrow in the middle of the screen.

 

To start, select Vital Statistics.

 

Scroll through the page to verify that the information being transferred is accurate.

On this page, fields that transfer are:

• Decedent name
• SSN
• Decedent address
• Gender
• Marital Status
• Level of education
• Occupation
• Date of birth
• Place of birth
• Date of death
• Place of death

 

Next, verify that the Case Information sidebar displays correct information.

Fields that transfer here include:

• Branch/Location
• Case Identifier
• Case Type
• Created Date
• Case Status
• Funeral Director
• Service Type (i.e., Traditional Burial, Direct Cremation, etc.)

 

Family & Friends

Once you review the Vital Statistics, scroll back to the top of the page and select Family & Friends from the case menu. 

 

Verify the correct Family & Friends are in the case.

Select the Name to view more details.

On this page, fields that transfer are: 

• Acquaintance name
• Common Roles (i.e., Next of Kin, Informant, etc.)
• Relationship
• Email Address
• Home/Work/Mobile Phone
• Deceased (Y/N)
• Date and Place of Death
• Place of Burial

 

Funeral Options

Select Funeral Options in the top navigation.

 

This will show the service details for the decedent.

Fields that transfer are:

• Event Type
• Event Date, Start/End Time
• Venue Name, Address Lines 1 and 2, City, State, Zip
• Attendance (private or public)
• Event Notes

 

Click the Service name for further details.

 

Obituary

Click the Obituary page in the navigation bar.

Obituary text only will transfer to this page.

Disposition

Next, go to the Disposition page.

Verify that the disposition details of this case are accurate.

Fields that will transfer include:

• Disposition Type
• Disposition Date
• Disposition Notes
• Disposition Address

Goods & Services

Next select Goods & Services under the case menu.

 

All contract items will be categorized as Professional Services. Verify that everything looks correct. 

Fields that transfer are:

• Item Title
• Item Quantity
• Item Unit Price
• Item Total Price
• Signed Date
• Invoice Exported Date
• Payments Added to Accounting Date

Payments & Adjustments

Select Payments & Adjustments.

 

All Payments will come over as an Adjustment transaction. Make sure the remaining balance is correct.

Fields included in transfer are:

• Payment Date
• Payment Type (Adjustment)
• Payment Amount
• Payment Notes

 

 

Then, return to the Case Listing page by selecting Dashboard at the top of the screen.

From here, you can continue reviewing other cases.

Once you're satisfied with the content of the data, you'll need to complete the approval form.

When we receive the completed form, we'll work with you to get your finalized data uploaded into your active Passare account.

 

 

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