Passare offers much more than your standard funeral home install-based administration software. Our goal is to offer a best-in-class experience for funeral professionals and the families they serve. With built-in team collaboration tools and web-based access to all your cases, anytime, anywhere, using any device, it’s easier than ever to actually get some work done! Collaborate with your team members online and check on cases while you are at work, at home, on vacation, or anywhere in between.
With Passare, you can invite your entire team to collaborate on cases with you. Because Passare is truly web-based, you can set up unlimited user accounts and unlimited devices. Best of all, users are set up to have specific roles & permissions to give them access only to the information they need. Your subscription also comes with unlimited updates at no additional charge!
You can share up-to-the-minute information with your staff at any time with custom dashboard views, which essentially replace the old funeral home whiteboard. Even when you are on the go, you can get a snapshot of your day that updates automatically as things change. This keeps your business running smoothly, and your entire team is always on the same page.
Passare takes checklists to the next level with fully customizable lists for any type of case or task to help your funeral directors, embalmers, and administrative staff complete tasks quickly and effectively as a team. You can also set alerts to be notified of new activity in a case, mention team members or groups using the @ symbol to trigger a notification, and even set reminders for yourself and your team.
In Passare, you can view all notes that any member of your team has added for each case, giving you an at-a-glance view of recent activity. Notes are recorded by author, time, and source within a case and help keep everyone up-to-date on the status of a case. You can also keep team members in the loop by using the @ symbol to mention specific users or groups. Mentions in notes trigger an email, text message, or system alert based on their notification preferences, allowing your team to collaborate internally to enhance service to families.
Are you curious about what other funeral directors across the nation are doing to serve today’s tech-savvy, plugged in, mobile society? This eBook reveals the results of a study by Passare on how funeral directors are preparing to serve the new funeral consumer. You will learn key strategies that you can use to stand out from the competition in your marketplace.
“As we continue to leverage more and more of Passare’s capabilities, we have realized that certain tools, such as the Passare notes and checklists, help us work better together on cases. We’re really looking forward to seeing more of how these administrative tools in Passare can help us enhance our internal collaboration and help us increase our efficiency as a team.”
St. Charles, Winona/Goodview, Rushford, Lewiston, and Houston, Minnesota
Passare’s collaboration tools can take your business to the next level and offer you flexibility, efficiency and access to information anytime, anywhere, so that you can always be there with answers for your families when they need you most.
Printing forms and basic memorial items has never been easier with Passare’s one-click system. Passare uses all the information in a case to automatically populate forms and memorial items for you. All you need to do is click print!
Printing clean, professional contracts could not be easier with Passare. Simply select the family’s preferred package, add or delete any items they desire, and create a Statement of Funeral Goods and Services with one click. It’s that easy!
Batch forms and payments help you save time by allowing you to print multiple forms, letters, statements, and invoices all at once rather than case-by-case. You can also add multiple payments at one time, rather than case by case.
Case files are designed to gather all types of information on the decedent, family and friends, funeral options, obituary, care and preparation of the body, goods and services, and payments. The more information Passare has, the harder it will work for you!
Sometimes families come to you wanting to plan funeral details in advance. Passare offers an Imminent Need Collaboration Center for families that collects vital information needed for a case, making for a smooth transition into your care at the time of death.
This feature allows you to quickly add purchases that occur outside a funeral contract including purchases by friends and family members such as flowers, memorial jewelry, and other miscellaneous items.
Your team will save time with Passare’s website integrations with some of the leading web providers in the funeral profession, including funeralOne, CFS, Frazer Consultants, and Gemini Graphics. Sync obituary information and photo with one click!
Your answering service is also a part of your team. Passare offers a seamless two-way integration with ASD to make sure every member of your team always has the information they need at their fingertips.
Add custom fields to your cases to help you capture important information you need for reporting, memorial printing, forms, and much more. Custom fields make Passare truly flexible and customizable to your funeral home’s needs.
Assign statuses of your choice to cases and create custom dashboard views based on status to help you track workflows and communicate updates on cases to your team.
Add custom tags to cases that help identify interesting aspects of each case. For example, you can tag cases by religion, ethnicity, age, and much more to gain insight into business trends and improve reporting.