Create an At Need Case from a Pre Need Case

There are two methods to perform a PN to AN conversion in MIS Professional:

• "Convert to AN" button on the Case Search widget
• First Call: Preneed Information section

 

Case Search widget: Convert to AN button

1. From the Case Search widget, search for and select the Pre Need case to be converted to At Need
   • The Pre Need case must be Uploaded, Posted and the Decedent name can not exist on as a deceased on another case.
2. Click the "Convert to AN" button
3. Click YES to the "Convert to AN" confirmation message prompt
4. The "PN Go AN" screen appears, fill in the Required fields:
   • Required Fields: Facility, Call Taken, and Decedent
   • Optional Fields: Date of Birth and Death of Death
   
5. Click Save
6. Complete the First Call screen
7. Note that the Preneed Information section shows the Pre Need Contract number

 

First Call: Preneed Information section

The following steps are for a new AN case, however these steps can be performed on a new case as well as an existing case.

New Case:

1. Click the "New AN Case" button on the Case Search widget
2. The First Call screen opens
3.  Fill in the Required fields
   • Facility, Call Taken By, and Decedent
4. Fill in the Purchaser Name and relationship
5. Click Save
6. Scroll to the Preneed Information section
7. Click the "New PN" button
8. The PN go AN screen opens
9. Fill in the required fields: Facility, Call Taken By, and Decedent
10. Click Add
11. Search for and select the PN case to convert to AN
12. Click Save
    
13. You are returned to the First Call screen
14. Complete other first call details for the case and click Save
15. Note that the Preneed Information section shows the Pre Need Contract number

Notes:

• Previous to Version 13.2, only case persons, having a role assigned (Cases > Case People & Relationships: Case Person Information) would be brought over from the Pre Need Case to the At Need Case.
• With Version 13.2, all Case Persons, whether a role is assigned or not (Cases > Case People & Relationships: Case Person Information & Other Relationship Information), are brought over from the Pre Need Case to the At Need Case.
• Case Person information will be reflected on the Case People & Relationships screen and the Case Summary's Case People Widget.