Let's be honest:
It takes a village to create a meaningful service.
From the first call to arrangements and services, a lot of details get passed around between your team. That’s why it’s important to stay updated.
But with so many tasks and helping hands, it’s hard to stay on the same page.
You want your families to trust you to listen and care for them, but this becomes hard when crucial details get lost in the shuffle.
For example, let’s say you leave a note to call a family about making a payment. But a co-worker sees the note and calls them instead, and forgets to remove the note or update you with details. 😖 Then, you see your note and call the family yourself, accidentally upsetting them in the process.
If you had a reliable, up-to-date method of keeping up with details, you could avoid these miscommunications.
Improving team communication makes for easier collaboration, less frustration, and ultimately, more confidence and accuracy when sharing information with families.
That’s why you need a reliable way for your team to communicate all details and updates. Improving team communication makes for easier collaboration, less frustration, and ultimately more confidence and accuracy when communicating information back to your families.
You can use many different tools and apps to communicate as a team (no, sticky notes don’t count!). We’ve even heard of funeral homes using a text group message to communicate updates and questions.
While this is still a way of communicating as a team, it’s easy to lose track of previous messages or handwritten notes when you work on so many different cases in a day.
What if there were a way to attach communication threads to each case you worked on as a team?
Now we’re talking! 👏
Notes in Passare help you do exactly this. All your thoughts are in one place, so everyone can see what’s been worked on in a case, so nothing slips through the cracks.
Here are 3 benefits of this tool that will leave you feeling confident enough to ditch the sticky notes. 👏
It is nearly impossible to be organized with a spread of sticky notes stuck in case files, on top of your desk, closed inside your laptop, or in between stacks of papers. You need a better way to organize details.
With Notes in Passare, staying organized is simple. You can give each note a title, which helps you quickly understand what it’s about without reading the whole thing. Titles also make it easier to group notes.
Take organization a step further by placing notes on specific pages. While all your notes are still easy to find in one central place, putting them on a certain page helps keep everything easy to manage.
Plus, some notes are more pressing than others. To make sure you don’t miss anything crucial, mark key notes as “important.” They’ll show up with a banner across the top so you can find them quickly! You can close the banner anytime, and it will pop back up in a couple of hours.
Shirley A. Calahan, Vice President and Owner of Calahan Funeral Home, shared how Notes has helped her team stay organized. She said:
“We can leave notes in Passare specifically for a family, and then send them out to everyone involved so they can all stay up to date.”
The best part about these organizational tips is that they benefit everyone on your team, not just you.
With so many details flying around, it’s easy to get overwhelmed and accidentally mix things up.
You can avoid stress by using a consistent communication platform to share information to your team!
For example, Matthew Fiorillo, President and Owner of Ballard-Durand Funeral & Cremation Services, loves that everyone on his team can lend a hand when serving families. He said:
“With notes on all our cases, any staff member can answer the phone and help a family, even if they aren’t the funeral director on the case.”
When everyone is using a central platform, everyone builds better communication habits.
When your team shares the load, there are fewer mistakes. With Notes, everyone is accountable because Passare is tracking updates and details. You don’t have to put your memory to the test (as long as your team documents everything in Notes). 😉
Users can log details on a case, tag other users, and comment on notes, making it truly collaborative. This keeps a record of what’s been done on a case and keeps the conversation going to make sure no detail gets lost in the shuffle.
Joseph G. Fitzgerald, CEO and CFO at O’Connor Mortuary, saw a major change in his staff once they started using the tagging feature. He shared:
“If you're doing a good job with notes and tagging other staff members, it is a huge help in avoiding miscommunication.”
Like Joseph mentioned, tagging is helpful! You can tag team members in the note itself, within a comment, or by role if you need multiple people to see an update. Then, everyone in that role will be notified (as long as their notifications are turned on 😉 ).
As an added personal touch, you can easily know who posted a new note by seeing their avatar (picture) next to their name! Not only does this make the platform more personal, but it also makes identifying who the note is from faster.
These tagging and personalization features make it easier for teams to work together, and they do a lot more than a sticky note. 👏
The best part of Passare Notes? Staying connected is easier than ever with Passare Mobile (download it here for iPhone or Android!). Coordinate and communicate with your team at any time, any place.
Don’t risk a missed detail or overlooked sticky note ever again. Learn more about Passare Mobile Notes.
Your sticky notes just filed for early retirement.
Use Passare Notes to stay organized, build better communication habits, and share responsibility. Your team will be floored with how easy it is to communicate case details with one another and be on top of their tasks.
It’s time to start using the #1 tool for improving team communication. Stay connected using Passare Notes.
Not using Passare?
Get a demo today to learn more about these features and many more that can help you and your team improve internal communication and provide the best service possible to your families.