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2025 - Release Notes

11/25/2025 - New feature: User groups

Simplify team communication with custom User groups! This feature allows you to create groups of users (regardless of their permissions) for easy mentioning in Passare notes.

User groups are helpful if you:

  • Communicate with multiple locations

  • Have teams made up of individuals with varying permissions

  • Frequently mention the same people in Passare notes

Learn more about user groups and how to set it up here.


11/17/2025 - Passare updates

What's new:

  • We added a Default branch field for Preparation Due Dates
  • We added the ability to schedule effective dates for price lists
  • We added Decedent Tracking locations information to the branch and made this list exportable

 

11/13/2025 - Passare updates

What's new:

  • We added a new checkbox called "Prompt for Arrangement Guide" anywhere Planning Center invites can be sent
    • When checked, the family will be directed to ANAG to plan once the invite is sent
  • We made sure FDL policyholders see Support contact details for FDL Customer Care team
  • We updated UI spacing on a quantity selector in ANAG
  • We added Birth City, Birth State/Province, and Birth Country fields to the Parents tab on the Decedent’s info page
  • We updated verbiage on Planning Center's payment receipt to be more generic and inclusive of all case types

 

11/12/2025 - New feature: GA EDRS integration

Georgia organizations can now sync case information entered in Passare directly to the Georgia Vital Events Registration System (GAVERS)!

With this integration, Georgia organizations can:

  • Streamline the death registration process

  • Spend less time entering data

  • Reduce errors

Learn more about the GA EDRS integration here.

Want this kind of integration for your state? Check out this article to learn how you can help make it happen!

 

10/30/2025 - Passare updates

What's new:

  • We added the ability to enable/disable Accounting Lock Date from the parent org level
  • We added a new Whiteboards permission in Role Manager
  • We added Check Register as a System report

 

10/13/2025 - Passare updates

  • We added the option to download the following accounting exports as a PDF:
    • QuickBooks
    • Great Plains account payments
    • Great Plains account distribution
    • General Accounting

 

10/07/2025 - Calendar updates

What's new:

  • We updated UI (including truncation, resizing, and spacing) for readability
  • We added “Any assigned” and “Any unassigned” condition options to Appointment types
  • We made All day events to display with disabled start and end times at 12:00 AM, and cards span all selected days in week and month views
  • We added a "See more" link and popover to the month view when a day has more than six events scheduled
  • We added a blue line to indicate the current time on Day and Week views

 

10/06/2025 - New feature: Mobile Case Files

Whether you’re in the office or on the move, case files are always within reach.

With mobile Case Files, you can:

  • Scan files directly into the case with the built-in scanner

  • Set Obituary and Planning Center photos anywhere

  • Always know when a file is added to a case

And more!

Learn more about Case Files here.

 

10/02/2025 - New feature: AI Scanner in Passare Mobile

Add handwritten forms directly to the case's Vitals fields with the AI Vitals Scanner. With Passare Mobile, now you can:

  • Scan handwritten forms

  • Sync the information 

  • Simplify the data entry

Ready to have more of your time back? See how it works!

 

9/23/2025 - New feature: Check approvals

Manage checks securely with the new Check approvals feature. With it, you get:

  • Ability to require checks to be approved over a certain amount
  • Improved process for requesting, approving, and printing checks
  • New check actions and statuses
  • Multi-check view
  • More detailed Check permissions

Learn more about Check approvals here.

 

9/10/2025 - New feature: Calendar color-coding

Organize your schedule with Calendar colors! With this feature, now you can color-code Passare Calendar events based on branch, disposition, director, and more.

This release includes:

  • A way to create color-coding rules for events and appointments per organization
  • Improved Calendar UI for better readability
  • New icons to indicate repeating and private events

Learn more about Calendar color-coding here.

 

9/04/2025 - Planning Center updates

What's new:

  • We added an "Inside City Limits" field to Vitals page
  • We added the ability to show 'Included' as a price description in ANAG
  • We added a detailed payment log to the Payments page
  • We added branch name to the footer of branch-branded emails
  • Planning Center account created from text invite now adds email address to acquaintance record

 

09/02/2025 - Passare updates

What's new:

  • We added 'Contract Date' column to general accounting exports in MM/YYYY format
  • We added the ability for accountants to require the following information before signing:
    • Informant's contact
    • Primary Purchaser's contact
    • Social Security Number
  • We now include the embalmer's license number in embalming reports
  • We added the ability to filter reports by Family & Friend relationship
  • We added a suffix field in Family & Friends
  • We added the ability to notify multiple users for unassigned case notifications
  • We added SSN and DOB to the claimant form
  • We added the ability to add a custom message to the Obituary email before sending

 

8/28/2025 - New feature: Mobile Case Events

Access the details of your upcoming case events while on the go with the Passare mobile app!

With mobile Case Events, you’ll know:

  • Venue information
  • Service providers and their contact information 
  • Event notes

    And more!

    Learn more about Case Events here.

     

    8/25/2025 - Care Center updates

    What's new:

    • We added an 'Assignee' field to Preparation Due dates
    • We added 'Preparation Due date owner' column to User reports
    • We made Preparation Due date notifications go to assignee
    • We added 'Preparation Due date assignee' column to Dashboard and User reports

     

    8/22/2025 - New feature: Claimcheck Insurance Library

    Easily view insurance company information without leaving Passare! Now, the Payments & Adjustments page within a case shows you:

    • Accepted information for the assignment
    • Supported policy types (Individual Life, Annuity, etc.)
    • Required documents for processing

    Learn more about submitting Claimcheck assignments in Passare.

     

    8/19/2025 - New feature: Updated Planning Center questions

    In this release, we have updated Planning Center’s Preference questions. Guided by the teachings of death care expert Dr. Alan Wolfelt, these questions are designed to help families recall details and share about their loved one.

    With this feature, you get:

    • Rephrased questions that is sensitive to the grief journey
    • Access to questions in every case type (including pre-need)
    • The ability to organize questions into tabs
    • A simplified way to customize questions

    To learn more, preview the new questions or visit the Support article.

     

    8/15/2025 - Passare updates

    What's new: 

    • We added a permission to manage who can process refunds via Deluxe
    • We added 'Total Contract Amount Less Discounts, Cash Advances, & Taxes (signed)' column to User reports
    • We added a 'Total Discounts (signed)' column to User reports
    • We updated the filters on the User reports page to all be the same size

     

    8/13/2025 - New feature: Tukios Video Integration

    Families can upload photos directly to Planning Center, and funeral homes can craft heartfelt tribute videos in minutes with our Tukios Video Integration.

    With this release, you can:

    • Gather photos for tribute videos without leaving Passare

    • Seamlessly create and edit memorial videos

    Learn more about using Tukios video integration today

     

    8/7/2025 - New feature: Updates to Reminders

    To simplify how Passare Reminders are created, we’ve made the following updates:

    • Clock icon no longer has Add Reminder function or gear icon
      • Moving forward, Reminders should be added from a task or event
      • Notification Preferences can be accessed from the bell icon

    • We removed Care Center reminders and Reminders widget

    • Upcoming reminders can be viewed and managed from the clock icon

    Learn more about creating Reminders in Passare.

     

    8/05/2025 - Passare updates

    What's new:

    • We updated contact emails for the Tribute tech integration
    • We added a way to add or edit family email addresses after Planning Center invite is sent via text message
    • We made sure Cremation ID report column output data for AN and Trade cases as well
    • We can now filter System reports for cases without a case tag

     

    7/31/2025 - New feature: AI Assistant

    Built into Passare, AI Assistant instantly offers recommendations based on case details entered by your team in Passare and by the family in Planning Center.

    AI Assistant helps you:

    • Turn case details into unique service ideas

    • Promote the importance of meaningful tributes

    • Offer practical and compassionate advice to grieving families

    Get to know your new assistant.

     

    7/31/2025 - Passare updates

    What's new:

    • We added the ability for Canadian users to process payments using the Deluxe integration
    • We created a way for checklist users to add existing checklists to their cases
    • We updated the Preparation Due Branch column to show data based on the first Prep Due entered
    • We modified Preparation Due Dates dashboard columns:
      • Next Preparation due shows the next upcoming Prep Due
      • Preparation due - All shows all Prep Due dates for a case, including those in the past
      • Preparation due - Future shows all future prep due dates
    • We made the Permit Number dashboard column sortable

     

    7/24/2025 - New feature: Multiple Preparation Due dates

    Easily track deadlines in Care Center with multiple Preparation Due dates! Now, rather than logging a singular deadline for all body prep, you can create preparation deadlines for specific tasks or services.

    With this release, you can:

    • Schedule deadlines for embalming, dressing, and more

    • Tie Preparation Due dates to services like Viewing, Graveside, and others

    • View due dates on dashboards and reports

    • Get notified of newly added due dates

    Learn more about adding multiple Preparation Due dates today.

     

    7/22/2025 - Mobile updates

    What's new:

    • We added a way to lock items in Passare mobile

     

    7/17/2025 - Passare updates

    What's new:

    • We added '(inactive)' to user's name if an inactive user is selected in Call Taken By field
    • We added a setting for Tribute Tech integration to auto-publish
    • We show the decedent's age in years, months, and days upon hover

     

    7/10/2025 - New feature: Profile redesign

    Manage account preferences with Passare’s redesigned Profile! This update brings new designs and navigation to make account updates easier than ever.

    With this release, you get:

    • A new, modern look to your Passare Profile

    • Improved navigation and simplified pages

    • One place for all account, notification, and security settings

    And more!

    Learn more about managing your Profile.

     

    7/3/2025 - New feature: In-line editing on Whiteboards

    Whiteboards now include in-line editing capability, allowing you to update cases directly from your digital Whiteboard!

    Visit this article to learn more.

     

    6/26/2025 - Mobile updates

    What's new:

    • We increased the number of photos users can add to a decedent or an item at one time
    • We added "Common Law Spouse" as a relationship status in Vitals
    • We removed Death card from Vitals page for imminent-need cases

     

    6/23/2025 - Passare updates

    What's new:

    • We added the ability to rename Case Files

     

    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.

     

    6/13/2025 - Planning Center updates

    What's new:

    • We improved Encore livestream load times

     

    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.

     

    6/05/2025 - Planning Center updates

    What's new:

    • We improved page loading time
    • We updated the message shown to the family when the Obituary page is locked
    • We added the ability to see everyone currently viewing the Obituary page

     

    6/03/2025 - Passare updates

    What's new:

    • We added a rule to only include tax rates that were applied to contracts during the date range selected for the Sales Tax Report
    • We added case tags as an option for all User reports
    • We added Venue City and State in dropdown for Rolodex entries
    • We added a tooltip to Merchandise Name field in Care Center
    • We added the ability to see who created cases from the mobile app in User reports
    • We set the default for Date & Time of Pending Events to be blank
    • We added 'Send Survey' column to Survey reports

     

    5/28/2025 - New feature: 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.

     


    Need help? 

    Email us at support@passare.com or call (800) 692-5111.