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Passare Support
Managing Your Account
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 Management
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
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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
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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
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Care Center
Getting started with the Care Center
Configure the Care Center dashboard
Customize 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 content with tags
Customize template categories
Manage standard forms
Edit a form
Add and edit memorial content
eSignatures on a Print & Sign contract
Getting started with eSignatures 🎬
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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
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Payments
Enter and track insurance assignments
Create and print a receipt
Receipt numbering
Calculate interest
Process card and ACH payments with Deluxe Merchant Services
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