By Jessie Goggans, Product Marketing Manager for Passare
When a family walks through your door for at-need arrangements, it’s the first step in the long journey of planning and creating a meaningful service.
From that first call to the final service, your team is constantly moving. They’re guiding families through paperwork, preparing loved ones, and coordinating with vendors, all while the family is busy making life-changing decisions.
With so many moving parts, tracking a case across multiple systems is a recipe for disaster. When details are scattered, it leads to lost time, missed updates, and a disconnected experience for both your staff and your families.
What if you could manage a case from start to finish in one platform? With Passare, you can. 😎
Here's how you can use Passare during every phase of a case to work more efficiently and create a better experience for the families you serve.
Every case begins with that first call, and the faster you get information into Passare, the better.
Once a case is created, all information, messages, documents, and more, are tied to that case in Passare.
With Passare, there are multiple ways to get a case started quickly:
With the case created, it’s time to start working through planning the details.
The arrangement conference is where planning begins, but you don’t have to walk in and start from scratch. With Passare's online at-need planning tool, Planning Center, families can get a head start, so your time together is focused on meaningful conversations rather than paperwork.
Before the meeting:
And when families are working in Planning Center, you’ll get notified of their updates, so you know what’s been completed before the meeting even begins.
During the meeting:
Whether the arrangement happens in person or remotely, every detail lands in Planning Center, which then automatically appears in the case in Passare. And families can continue working on things like uploading photos, writing the obituary, and more after the meeting.
After the arrangement meeting wraps up, the behind-the-scenes work begins. From ordering keepsakes to following up on a pending insurance assignment, you have a running to-do list for every case.
And chances are, you're managing more than one case at a time.
With Passare, you can keep all your tasks and notes centralized on each case so nothing gets missed and your entire team stays in the loop. Here are a few features in Passare that help you do that:
Every task stays connected to the case, giving your entire team visibility into what's done and what still needs attention.
Caring for a family's loved one requires precision and clear documentation, especially when multiple team members are involved. Passare keeps all of that documentation tied to the case so your team stays organized and compliant.
Care center and tracking documentation are just one side of all the paperwork. You also have to work with families on several different types of paperwork, which brings us to the next phase.
Paperwork is often the most draining part of any case. Between death certificates, government forms, and insurance documents, there is a lot of room for error. Especially when you have to enter the same information into three or four different systems just to move one case forward.
Passare lets you enter information once and sync it where it needs to go:
These features will help you complete paperwork faster without sacrificing accuracy. Which means you’ll have more time to focus on the details of the service!
A meaningful service takes coordination, which can involve a lot of data entry. But with Passare, you can skip the repetitive data entry and let integrations do the heavy lifting.
Vendor & financial management:
Stationery, obituary & video:
When you’re trying to make sure every detail is perfect, you don’t have time to re-enter data across multiple systems. Passare takes care of the data entry so you can focus on the family!
When the day of the service arrives, there’s no room for error. You need answers in seconds, not minutes.
Whether you’re at the church or the graveside, Passare keeps the details at your fingertips so you can handle last-minute changes with total confidence.
A scheduling mix-up, or really any kind of mix-up, is no one’s friend. These features help you and your team stay organized, avoid errors, and deliver a meaningful service for the family.
Once the service is complete, there are still important steps to wrap up. Passare helps you handle the final details efficiently while setting the stage for continued care.
Wrap up financials:
Continue the relationship:
With these features, you can wrap up with confidence and continue providing personalized care for families after the service.
From the very first phone call to the final follow-up, every case involves dozens of tasks, multiple team members, and a family counting on you to get it right. When all of the work takes place in one platform, you spend less time switching between tools and more time doing what you do best: serving families with care and compassion.
Passare brings every phase of a case together in a single platform, so your team can work more efficiently, stay organized, and provide a meaningful service for families.
Ready to see how Passare can save you time in every part of your business? Get a demo to learn more.