How to Copy & Transfer Cases Between Instances

Save time and copy the First Call, Vital Stats, Obituary, Tracking page and more to another instance.

Before getting started, there a couple of things to keep in mind when copying/transferring cases:

✔️This feature will only be used for Organizations that have multiple instances.

✔️Only users that have Copy and Transfer Cases checked under This Role Can drop-down can perform this function.


From the Dashboard, find the Case you would like to copy/transfer.

Click on the Cog icon Case options.

Select Copy Case.


Select Organization and Branch you would like to copy the case to and select Copy.


Note: We do not suggest clicking the Delete Existing Case after Transfer checkbox at this time.

Go to a secondary Organization and double-check that the case transfer was successful.

Then the following information will need to be MANUALLY copied over:

✔️Information on the Case Information Sidebar, such as Client Service Type

✔️Case Number (if desired)


✔️Information contained in the Collaboration Center

✔️Care Center information (except for information on the Tracking page)

✔️Decedent tracking

✔️Goods & Services page

✔️Payments & Adjustments page

Once you have confirmed information, you can delete the case from the original organization by going back to the Case Listing.

Click on the Case Option Cog icon again and select Delete.


Note: As a friendly reminder, the following is a list of items that will automatically copy/transfer over:

  • First Call page
  • Vital Stats page
  • Family & Friends
  • Veteran Information
  • Disposition
  • Funeral Options
  • Tracking page under Care Center

Need Help? Email us at or call 1-800-692-5111!