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2025 - Release Notes

6/20/2025 - Reminders are moving!

Next week, we are moving Reminders to Tasks! With this update, reminders will be scheduled through Tasks, and all activity will be viewed in Notifications.

In this merge, we will:

  1. Convert existing Reminders into Tasks

    • Reminders with a case reference will live in a new “Reminders” checklist in that case

    • Reminders without a case reference will live in the Tasks widget

  2. Remove the Reminders dashboard widget
    • For anyone using this widget, we’ll replace it with the Notifications widget
  3. Remove the Reminders section of the Care Center

Later, we will remove the Reminders (clock) icon from our navigation.

Learn more about scheduling task reminders here.

 

6/13/2025 - New feature: Customizable Whiteboards

Keep teams organized and aligned by taking your Whiteboards digital.

  • Color-coding: Better organization starts with assigning colors
  • Icons: Checks and Xs can be used for quick insights
  • Labels: Replace lengthy details with custom labels

Learn how to create your own digital Whiteboard today!

Don't forget! Use full-screen mode to display your new Whiteboard on a monitor.

 

6/10/2025 - New feature: Financials in Passare mobile

We’ve added contract and payment details to Passare’s mobile app!

With mobile financials, you can access:

  • Contracts added to a case and their totals

  • Goods & Services added to contracts

  • Remaining balance on contracts and payment details

Learn more about Financials in the mobile app here.

 

5/28/2025 - New features: Case Listing improvements

View case data the way you'd like with these new features:

  • Column truncating: Consolidate details on Case Listing to see more cases in your view.
    • In this feature, you get to decide which columns will abbreviate data to a single row. Details can always be viewed upon hover or by resizing your column!

  • Sortable events: We've improved how event columns sort so you can see what’s happening now and what’s coming next.

    • All events currently happening will show (Now) in front of it!

Check out this article to learn more.

 

5/20/2025 - Planning Center updates

What's new:

  • Limit the number of files and photos the family can upload in Planning Center
  • Set a lock date when files and photos can no longer be uploaded in Planning Center 

 

4/9/2025 - New feature: Notification updates

Keep tabs on Passare activity with our improved notifications! With new design and functionality, notifications are centralized and easier to read.

Updates include:

  • Reminder activity added to notification feeds
  • New notification icons, including user avatars
  • Redesigned reminder emails & texts
  • Improved bubble alerts
  • Redesigned alert preferences modal

Learn more about the latest notification updates.

 

4/2/2025 - New feature: Preparation Status

We’ve added a new field to Care Center: Preparation Status! This customizable status allows your care team to stay organized throughout the whole body preparation process.

Key features include:

  • New Care Center field to track when a body is Not started, In progress, or Complete
  • Option to customize status per disposition type
  • Ability to view status in dashboards and case information sidebar

Learn more about using Preparation Status.

 

3/20/2025 - Passare updates

What's new:

  • In Batch Forms, we made the 'Trade Business' and 'Pet Business' filters to appear in A > Z order
  • We added a way to edit the venue address from the 'Add event' modal (Rolodex icon)
  • We added a way to reverse G&S item deletions (by using the x next to that deleted item)
  • We created quick links to Account Details and Forms for our internal teams
  • We added new options to the Date filter in Task Widget

 

3/17/2025 - Passare updates

What's new:

  • Planning center payment links have been shortened
  • Price list updates can now be scheduled for a later date
  • We increased the length of Personal Health Numbers (for Canadian firms) to allow for dashes

 

3/14/2025 - Performance improvements

We've improved the speed and functionality of Passare by focusing on heavy lifting areas of the platform. Specifically, we have:

  • Updated how searches index in areas like Price List, Rolodex, Batch Deposits, User Reports, Task widget, and CLAIMCHECK widget
  • Enabled a tracking tool to help our teams better troubleshoot issues
  • Optimized queries to speed up functions like adding Family & Friends, calendar events, user edits, and care center edits

 

3/3/2025 - Passare updates

What's new:

  • We added the ability to account for multiple Social Security Number formats
  • We added the ability to run reports by the 'Beginning to Last Month' date range
  • We added a rule to only show 'Completed' Deluxe payments in User Reports
  • We added Permissions to lock the Accounting page (with exception of Accounting Lock Date)
  • We added additional Roles & Permissions for Checklist users

 

2/21/2025 - Passare updates

What's new:
  • We added a rule where Caller Address defaults to the funeral home's location (such as US or Canada)
  • We added a Marital status option for "Common Law" and Relationship of "Common Law Spouse"

 

2/14/2025 - Passare updates

What's new:

  • We added a "Bi-monthly" option when scheduling to run System reports automatically
  • We added a "Bi-monthly" option when scheduling to run User reports automatically
  • We added "Last 2 Weeks" as a date range option when creating User reports
  • We added "Past 2 Weeks" as a date range option when creating User reports
  • We added Permissions for users to update the tax rate used on a contract item
  • We added "Cremate with Decedent" to the personal items action dropdown in Care Center
  • We removed the ability to delete Client Service Types for At-Need and Imminent Need cases when the Client Service Type is associated with an existing Price List Package for At-need Arrangement Guide (ANAG)
  • We excluded tax items by default when copying Funeral Directors Life pre-need contracts

 

1/27/2025 - New feature: Event settings

Tailor your calendar’s events with our new Event settings. With this redesigned Event modal, you can:

  • Create repeating and all-day events

  • Edit & delete a repeating event's occurrence or series

  • Add multiple events back-to-back

  • Receive event reminders via text, email, or in-app notifications

Click here to learn more!

 

1/08/2025 - New feature: Tasks page in the mobile app

See every case task within your organization on the new Tasks page in the mobile app!

On the Tasks page, you can:

  • View & manage all case tasks

  • Search for a specific case task

  • Sort by All, My tasks, Upcoming

And more! See how it works.