Picture the whiteboard hanging in your funeral home.
It’s your central hub of information. Your single source of truth for your upcoming services.
On it, you have columns for decedent names, appointment dates and times, service locations, and disposition types, to name a few. Colors and icons have meaning. And everyone knows to make updates.
But you start to realize your notes are cramped, there’s never enough space, and you've erased more times than you can count.
It's time to ditch the dry-erase markers.
With digital Whiteboards, you can recreate your funeral home’s whiteboard directly in Passare for real-time updates and better organization. 👏 But the benefits don’t stop there.
Here are the top 3 perks you can experience with Passare’s digital Whiteboards feature and why you should make the switch.
Manually color-coding your whiteboard is tedious and creates more work for you when updating case information. What if there was a way for your whiteboard to automatically update with the exact colors you set?
Passare Whiteboards does just that! 👊
Color-coding with Whiteboards allows you to gain quick insights into your Case Listing. You can set rules for color-coding entire rows of information or individual cells based on case type, branch, status, and more. For example, you can display different disposition types in specific colors by setting rules, such as cremations in green and burials in blue. If a disposition type isn’t selected, you can set a rule to make that empty cell red to notify staff members to update the case.
You even have the option to prioritize rules to ensure the most important information stands out.
With color-coding, you get a whiteboard that’s exactly how you want it, with unlimited color options to choose from. 🎨
Does your physical whiteboard seem overwhelming to look at?
It’s time to make your whiteboard look clean and organized with customization options!
With Whiteboards in Passare, you can use icons (like checks and Xs) for quick insights. There’s even an option to customize how information is displayed within your case listing with labels. Use funeral director initials instead of full names to save space or even create custom text labels. With these options, you can fit even more information on your Passare Whiteboard while replicating your physical whiteboard as closely as possible.
Whiteboards also has a more compact view with truncation, which is just a fancy way of saying that Case Listing information has been confined to one line, not several. That means really long headers won’t force the entire row to expand! 🥳 Hovering over a header or cell will display the full text. With a consistent row height, you can view more information on your screen without scrolling.
And did we mention you can also rename column headers to reflect exactly what you want? No more columns that all start with the same word.
These visual cues make it easy to scan your Whiteboard and instantly understand what needs attention. Plus, it will look way more organized. 👏
Your whiteboard is your compass, keeping you on the right path. But maintaining this single source of truth requires constant manual updates. And if a team member is late updating or adding details, others could find themselves working with outdated information.
Whiteboards eliminates that problem with real-time updates when case information changes!
⚱️ Disposition type added? Instantly updated.
📁Change in a case’s status? Automatically reflected.
🏘️ Branch selected? Synced in real time.
As long as your team is updating a case’s information, they will always see the most current information on the Whiteboard. This real-time visibility improves communication and ensures everyone is always on the same page.
⭐Bonus! You can even make on-the-fly changes to cases right from your Whiteboard with in-line editing! No more hunting down a case to make a quick update - do it right from your Case Listing!
Okay, picture the whiteboard hanging on your wall again.
Sure, it has been with you through thick and thin (and thousands of cases), but don’t you want a more powerful, robust version of it that improves efficiency, accuracy, and collaboration?
If you ask us, you deserve all those things. 👏
Check out this how-to guide or contact support at 800-692-5111 to start recreating your whiteboard in Passare!
Don’t miss out on great features like this one. We’re constantly updating our software to push out timesaving updates that funeral directors ask for. Fill out the form to schedule a time to see Passare in action! 👇