Have you ever wished your software offered more customization? Maddison Bakker, Funeral Director at Huff-Guthrie Funeral Home & Cremation Services, Inc., did.

With her old software, she had to fill out fields and information, whether it was relevant or not. If she didn’t, the system would flag a case as incomplete. Fun, right?

Luckily, Maddison found Passare and has been able to customize fields, forms, and dashboards to her heart’s content. No more random alerts or flagged documents. Just her software processes, her way.

Keep reading to see how you can experience these same benefits!

How would you describe your overall experience using Passare?

We have only been using Passare for a few months, but we've been impressed! Compared to our previous software, Passare is very user-friendly and transparent.

It also helps our team stay in the loop more easily. We are a small firm with only 2 funeral directors on staff. It’s beneficial to be able to see any information we need, even if it isn’t our case. If I need to check on something for my teammate or we need to share case details, we can easily do that.

Can you tell us about why you decided to switch to Passare?

We didn’t have any major issues with our previous software, but we recently had some staffing changes, so the timing made sense.

With our staffing changes, the funeral directors have been more hands-on with the software. Previously, we didn't use it as much. Now, we are using Passare as an everyday part of our processes.

I had trouble with our last software. It was difficult trying to figure out how to label certain cases and keep everything organized. We couldn't see all our cases in one place to keep track of them.

Another challenge we faced was that if specific fields weren’t filled out, the system would repeatedly notify that the case was incomplete. As funeral directors, we pay close attention to details, so these alerts made us think there was an actual issue when, in reality, it was just a system requirement.

How was the implementation process?

Transferring everything to Passare was seamless and pain-free.

Like any change, it took a bit of getting used to at the beginning. You must put in time and effort to learn how to use the program, but it has been easy to get the hang of so far!

The team was great to work with over Zoom calls. They were ready to answer questions and walk us through the program step by step. We didn’t have any issues getting started.

It was really easy to send all of our information to the Passare team. We told them what we needed to get up and running, and before you knew it, they had all of our accounts set up and ready to go.

What kind of results have you seen since implementing Passare?

Processes are easier, and working through tasks moves more smoothly.

Passare has helped our organization in the office. Our paper clutter is almost nonexistent now—no more random case details stored on sticky notes! We keep all of our notes, updates, and case details on the platform.

With our notes being more centralized, we have saved a lot of time.

Has there been anything in particular that has stood out?

We really love how customizable everything is.

Since we are a smaller firm, we don’t use some case tags. With Passare, we can customize the tags we want to see and the fields we need. Hiding everything else is beneficial to us.

We love that tasks are customizable from user to user as well! The other funeral director and I can create our own tabs on our dashboards, and they don't have to be the same. Each user can organize their tasks in their own way, and Passare caters to those unique preferences.

With our old software, we had to fill in every piece of information, whether it was relevant or not. When we didn’t, we would get alerts, and documents would be flagged for being incomplete. So, being able to filter out those sorts of things to fit our needs has been beneficial.

What are your favorite features in Passare?

I know I mentioned this earlier, but I like being able to leave detailed notes everywhere—especially on the embalming reports. I can keep track of the service information, clothing, jewelry, and everything else, and I can upload pictures to help, too.

All the information I could need is in one place and is well organized. Plus, I can see all the case details that our other funeral director inputs.

I love how easy it is to get obituaries to all the right places. From Passare, I can email the obituary to the newspaper, all in the same tab. This saves us a lot of time because I don’t have to go through Microsoft Word or Google Docs, transfer it onto Passare, put it on our website, and finally send it to the paper. Now, it’s just an easy click of a button, and the obituary goes where it needs to go.

AI Obituary Writer has also been a helpful tool! It’s great for families who might not provide us with much information on their loved ones. AI Obituary Writer helps me fill in the gaps and make the tribute sound nice, even when there’s not a whole lot of information to go off of. AI can be very convenient when you’re in a pinch.

The auto-fill capability is also a huge timesaver. We have so many documents ready to print, and all the information we enter in Passare automatically fills in those documents. In the past, I used to spend countless hours typing up paperwork, and auto-fill has helped tremendously.

Do you have any favorite integrations?

The integration between Passare and Pennsylvania’s EDRS [electronic death registration system] has been awesome!

We don’t have to type all of our case information twice for a death certificate. We only have to enter details into Passare, and all those details sync to the EDRS.

We still look and check over everything, but it's very convenient. The integration comes in handy on our busier weeks when we have more families coming in and 1,000 other things to do. Data entry is not the best use of our time, so it’s definitely been a huge timesaver.

What's your experience working with Passare Support?

Support has been great! Anytime we've had to make a phone call or send an email asking for help, they’ve responded quickly.

We have had some questions along the way with parts of the software we aren’t familiar with yet, and it is always easy to get in contact with someone.

The team has been very helpful. They take the time and walk you through everything. They have no issue if you need them to backtrack, explain, or slow down. They are patient and happy to help.

Would you recommend Passare to a colleague? If so, why?

Yes, I would definitely recommend Passare!

Our team had been kicking around the idea of switching to Passare for about a year. When we finally did it, everyone said, “Why did we wait so long to do this?”

I know everyone says that, but it's true. Passare has just been a total game-changer. Once you start working in the platform, the benefits speak for themselves.

About the funeral home:

Huff-Guthrie Funeral Home & Cremation Services, Inc. is located in Franklin, Pennsylvania. The funeral home currently serves around 120 families each year.

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