Managing Your Account
Keep track of your Cases, Payments, Checklists, and More
Checklists
- Create a checklist
- Create and run checklist reports
- Use checklists within a case
- View tasks from the Dashboard
- Getting started with Tasks
Case Managment
- Delete and restore cases
- Copy cases between locations
- Edit case dates
- Export case information
- Reset case numbering
- Multiple pre-need contracts
- Self-started cases
- Merge cases in Passare
Case Types
- Convert pre-need or imminent-need to at-need
- Create a pre-need case
- Create an imminent-need case
- Create a cash sale
- Create a pet case
- Create a trade case
Transferred Cases
- Review data before transferring
- Adjusting goods and services for transferred cases
- Data transfer - supported fields
- Data transfer clean-up & enhancements
- Data transfer - our process
- Data transfer - case files
Care Center
- Getting started with the Care Center
- Configure the care center dashboard
- Setup checklists and merchandise for the Care Center
Contract
- Automate contract signing and printing
- Manage pre-need and inflation discounts
- Sign at-need and cash sale contracts
- FEMA invoice
Documents
- Create a custom document
- Customize template categories
- Manage standard forms
- Edit a form
- Add and edit memorial content
- eSignatures on a Print & Sign contract
- Getting started with eSignatures 🎬
Decedent Tracking
- Getting started with Decedent Tracking 🎬
- Add locations in the Decedent Tracking app
- Assign multiple tracking codes in the Decedent Tracking app
- View decedent tracking details in Passare
- Create a case in the Decedent Tracking app
- Tracking locations and items