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Going Digital: McDougal Funeral Home's Success Since Implementing Passare

McDougal FH - Austin Muir - Featured Image (1)

The staff at McDougal Funeral Homes wanted a more efficient, reliable way to manage their cases that didn’t involve pen and paper. That's when Austin Muir, licensed funeral director, started searching for software that would help them improve their processes.

That's when he found Passare!

With Passare, the team at McDougal Funeral Homes can now offer better service to their families, easily manage their cases, and increase productivity.

Read Austin's full review of Passare to learn how their staff has seen success by going digital.

What has been your overall experience with Passare?

Our experience with Passare over the last 2 years has been amazing.

What kind of system did your funeral home use before getting Passare?

Before Passare, about 90% of our processes were on pen and paper. We had hard paper folders and files, and each case required copies on the copier and filling out paperwork by hand.

The only digital part of our business was our old, archived files. After each funeral, we scanned all the files related to that case and attached them to a drive. Aside from that, we did everything on paper.

What prompted you to begin looking for a software solution?

We wanted an easier, better way to manage our cases. So, I started researching different software companies. After meeting with several companies, we were fully convinced that taking our processes digital would be the best thing for the funeral home. Younger generations are doing everything online now, and we knew we needed to keep up.

Also, different areas of our business probably had room for improvement. And once we found Passare, we could see the software would help us fix those.

So, what convinced you to choose Passare over another software company?

Everything in Passare is digital, which was one thing we were looking for in a software. We knew moving all our processes online would reduce a lot of our costs on paper and ink.

Another factor was the overall amount of time we could save using Passare.

Now that you've been using the software for a while, what features have helped you save time?

Passare has mastered the ability to save time on data entry with auto-fill features. We input information once, and it goes everywhere it needs to. That's been a huge timesaver.

The financial status tool is also amazing. It has eliminated any chance of errors in our financials. Before Passare, we did everything using a ten-key number pad or by doing math in our head, and that left room for mistakes. Taking our financials to Passare has been very beneficial.

Lastly, all the integrations Passare has with other companies are beneficial. Each integration pulls information directly from Passare, and everything is auto-filled for us. We noticed quickly that the integrations saved us a lot of time, which freed us up to accomplish other things that needed our attention.

Do you have any favorite integrations in Passare?

The main integration we use is the integration with Tukios, our website provider.

The Tukios integration has simplified how we publish obituaries on our website. For example, our families can log in to Passare's Planning Center and submit the obituary. Then, all we have to do is sync it to Tukios from Passare. The integration pulls all the information, including the names, obituary, and services, making publishing things to our website much quicker.

We also use the integration with Answering Service for Directors, and that's a huge timesaver. If we get a call in the middle of the night and return the following day, the case file is already created in Passare with all the information from the death. That has helped us provide quicker service to our families.

What kind of results have you seen since implementing Passare?

One immediate benefit we saw was how easy it is to serve families with specific needs. For example, we serve families where some family members are local, but others are out of state. That makes planning difficult.

Passare's Planning Center has improved our ability to communicate with all family members - regardless of location. We can easily get files and photos in the Planning Center and get signatures using the built-in eSignature tool.

What's been your experience using Passare's eSignature tool?

We have so many forms and paperwork that need signatures. Before Passare, out-of-state families had to get legal paperwork notarized by their state. That's inconvenient for people with so much going on during such a difficult time.

Now, with Passare's eSignature tool, we can immediately send an email and get forms signed by whoever needs to sign them. We can even request signatures from multiple signers all at once!

On top of all that, signatures in Passare are verified with an IP address stamp to make sure that the person who signed it is who they say they are. The tool has been very helpful. 

It sounds like features in Passare have helped you improve your service to out-of-state families especially. 

It’s true. Today's world is very different because people don't stay put very long anymore and move out of state. And when a death occurs, the whole family likely isn't all in the same place at the same time.

That's where tools like eSignatures and Planning Center in Passare come in and help us communicate with out-of-state families. We can keep each family member involved and part of the planning process, even if they're not physically in the building with us.

What's been your experience with Passare support? 

The customer service is awesome. When we need help, the Passare team is always available to address our needs and help us implement new features.

Not only is Passare attentive to our needs, but it's clear the customer support team understands the software and is prepared to help us quickly. No matter the situation, the Passare team is always there to help.

Would you recommend Passare to another funeral home? 

Absolutely. Passare is the most specific to the funeral profession because they create features that help us do our job better. They always think of new innovative ideas and always improve the software. For example, we’ve seen enhancements to the eSignature tool and new mobile beta app.

We've only been with Passare for two years, and the software has already improved. They released a mobile beta app and eSignature enhancements.

I know we're in good care with Passare.

About the funeral home:

Austin Muir is a Licensed Funeral Director at McDougal Funeral Homes. Each year, they serve around 430 families in Salt Lake City, Utah, and the surrounding area.

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