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2025 - Release Notes

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.