Do you ever feel like you need to be everywhere at once to do your job?
It’s not uncommon for funeral professionals to feel this way. And if you do, it’s not an exaggeration.
There are numerous tasks involved in serving families. You have to schedule arrangement conferences. Then you’ve got paperwork you need to stay on top of. Not to mention embalming or cremating the loved one for the service.
It’s a lot.
And without an effective way to stay connected when you’re away from your funeral home, important details can get overlooked and processes can become chaotic.
Mobile case management lets you stay connected with your business, your team, and the families you serve. No matter where you are.
Sound too good to be true? Discover 4 ways funeral directors found success with mobile case management and how you can, too!
Whether you’re an owner, manager, or director on staff, you know a lot of information passes through a funeral home. And when you’re away from the funeral home, getting the right information to the right people at the right time can be difficult.
Mobile case management solves all of that!
“I have a lot going on, so I don’t always remember everything. [Passare Mobile] is great for quickly double-checking information on different service details when I’m not in the office.
It’s also great that the updates are live, so my staff and I see the same information.”
— Andrew Stout, Owner and Funeral Director at C.R. Strunk Funeral Home, Inc.
With Passare’s mobile app, you have complete visibility into your case listing. That means you can view, search, filter, pin, unpin, and navigate your cases wherever you are and whenever you need.
And if anyone on your team (or yourself) makes an update, everyone on the app can see the changes in real-time.
With mobile access to your cases (and real-time updates!), you’re no longer tied to your desk to be in the know about what’s going on at the funeral home. The added flexibility allows you to make a trip to the bank or florist or be at the cemetery and still know what’s going on.
That way, you’re in the loop on the inner workings of active cases, and you won’t be caught off guard with updates or find out about things last minute.
How often do you update case files? Maybe a family calls with those last-minute service details you needed. Or you have to leave a note somewhere to inform your team that you picked up flowers.
Here’s the point: Throughout a case, you often have to update your team on everything happening to ensure no detail gets missed. But if you’re away from the funeral home, making a quick update usually means calling, texting, or emailing coworkers and hoping they’re available to get your update!
With mobile case management, updates are made live for everyone, no matter where you or your staff are.
“[With Passare Mobile] I can create a case or notify staff about case changes all without ever having to sit at a computer, make a phone call, or send a text.
It’s been convenient if I am ever away from the office and need to do some work or check on cases.”
— Christine Swagerty, Administrative Assistant at Bersticker-Scott Funeral Home
Case details and notes can be edited right from your phone. Any changes you make, whether it’s new vitals, a task update, or a simple note, sync instantly across your team’s devices. The benefit? Everyone on your staff is looking at the same, most up-to-date version of the case.
Instant updates mean no more waiting on returned calls or hoping a text was seen in time. You get better communication across your locations, branches, and care teams. And because everything is documented in one place, you have a clear record of what was done, when, and by whom, reducing missed tasks or confusion on who’s responsible for what. Hello, single source of truth.
When it comes to the arrangement process, families are going to have questions. They may need a status update or just have a quick question about the planning process. And your job is to always be there to answer those questions.
But when you’re away from the office, you might answer those questions with, “I’ll get you that answer, but I’m away right now. I should be able to get back to you about this soon!”
How much easier would it be if you could have the answers to their questions at your fingertips, no matter where you were? With mobile case management, this is a reality!
“Before, if someone called, I wouldn’t be able to get them an answer until I got back to the funeral home. With Passare Mobile, I can get the details they’re looking for immediately by pulling it up on the app.
With Passare Mobile, boom! All the information is right there.”
— Gino Lustrinelli, Funeral Director at Buranich Funeral Home
In Passare Mobile, you can see case details from vitals and upcoming tasks to the location of an item or body. Updates from your team on the latest progress of the service? You can see those on mobile, too, so you always provide families with the most up-to-date information.
You can even communicate directly with families in Passare Mobile. If a family prefers to message you rather than call, they can start a conversation in Passare’s Planning Center, which you can respond to from anywhere on both web and mobile.
With all the details, conversations, and updates on your cell phone, you can stay central to the conversation with families even when away from the funeral home.
You won’t miss notifications when you’re out and about, running work or personal errands.
You’ll be able to reference past conversations with families and updates from your team no matter where you are, so you can always give families the most accurate updates on the planning process.
Lastly, messaging on Mobile lets you always know who’s messaging you and what you’ve previously discussed. You talk to a lot of family members, and it never feels good to think, “Who is this again?” when you get a text from an unknown number.
With messages in Planning Center, you can directly communicate with family members without having to deal with the hassle of giving out personal contact information.
There are so many items and bodies that pass through your funeral home. And whether your funeral home takes 50 calls or 5,000, you need complete accuracy in knowing where everything is and what’s in your possession.
If a family ever calls about a missing item, you’ll have an exact location for them.
“Passare’s barcode tracking is miles ahead of everyone else's. With the mobile app, we can simply snap a picture of an article of clothing and let everyone know that item just got brought in, along with its location.
We also track transfers. For example, if a staff member picks up cremated remains from our care center and drives them to our Chattanooga location for pickup, all of that activity gets logged.
Tracking has made everything significantly easier for us and made us much more efficient.”
— Mike McDowell, Chief Operating Officer at Companion Funeral Service and Cremation
How it works:
With tracking on the Passare Mobile app, you can log location updates when a body or item moves. You can also take a quick picture when an item enters your funeral home for the first time.
Plus, any time you need to check on the location of an item or body, the entire chain of custody history is accessible from the mobile app, which means you’ll always know where everything is at all times.
You might already have a tracking process in place. But is it 100% accurate? And can you access it anywhere?
With barcode tracking, you always have a way to trace where a body or item is, who handled it, and when. If you can access these updates from your phone, you’re able to give families an update a lot faster than if you had to run to the funeral home or care center location or reach out to a team member to check.
You improve their peace of mind, as well as yours!
From checking case details on the fly to keeping your whole team in sync, mobile case management is changing how funeral professionals get work done. You don’t have to be at your desk (or even at the funeral home) to stay informed, make updates, and confidently serve families.
With real-time updates and access to all the info you need in your pocket, you can feel more in control of your cases.
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