Spotlight: Schaudt’s Funeral Service & Cremation Care
September 13, 2018
Passare customers share their secrets of success through collaboration
Schaudt’s Funeral Service & Cremation Care
Locations: Glenpool, Okmulgee, and Tulsa, Oklahoma
Call Volume: 600+ Calls/Year
For more information, contact Dan Schaudt at firstname.lastname@example.org.
Dan Schaudt serves as a licensed funeral director and co-owner of Schaudt’s Funeral Service & Cremation Care. With three locations to manage, the Schaudts needed a software solution that was accessible from any location and would help them streamline their processes. Passare’s cloud-based case management system was just what they were looking for.
What is the biggest benefit to using Passare?
What I really love is that it is cloud-based. With Passare, as long as there is Internet access, we can access the case information for any of our three locations anywhere in the world. If a family calls after hours while I’m sitting at home, I can log onto Passare with my laptop and answer their questions. I don’t have to say, “I’m so sorry, but the director that met with you is out of the office. I’ll have him call you back tomorrow.” Instead, I can meet the immediate needs of that family when they call. It’s helping us streamline our business.
What is a feature that you are really loving in Passare right now?
The reporting system. I like the number of reports we can run and that we have the ability to upload documents to a specific case. When we’re finished making arrangements with the family, we take all the paper documents, scan them, and attach them to that specific case file in Passare. This way, anyone in our organization can see them. Because we have three locations, a family may call our Tulsa location even though our Glenpool location is handling the affairs. With the information up-to-date and current, the person who answers the phone can intelligently answer questions without having to transfer the call or provide the number to a second location. It’s seamless and allows us to provide better service to our families.
Has Passare increased the efficiency of your funeral home?
Definitely. We use one of the website integrations that Passare offers, which actually cuts down on time for us. Before, we had to go into two systems to enter all the information, and now, with just the click of a button in Passare, all the information can be synced to our website. Also, the ability to add case notes to a file has been very, very beneficial to us. When our care team goes out to bring someone into our care, they enter notes into Passare so that when the funeral director calls the family, all the information that the director needs is right there in the notes.
How has Passare helped you manage three locations?
Our business has grown over the years from a single location to three locations, serving over 600 families a year. We made the move to Passare because our previous system, while it worked for a single location, just wasn’t working for us anymore. If we had a funeral director assigned to a case at another location, he would have to call that second location or drive there to look anything up about that case. Now, we can competently hand off cases when needed because Passare is not location-specific. No matter which location a family calls, the person who answers the phone can answer their questions.
How have your employees responded to Passare?
They love it. At the beginning, there was a little bit of a learning curve as there would be with any new software program. We used the same software for 15 years, so we all had to get on board with the change to Passare. However, we have a younger staff, and they were open to change and caught on very quickly.
What would you tell other funeral professionals about Passare?
I would say that it’s been a good experience for us and has allowed us to streamline our business and be more responsive to the needs of our families in the moment. That has been a huge benefit to us.