Families can use the writing tool in Planning Center for assistance when drafting the obituary.
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Obituary settings and notifications
You can choose which obituary writing tools the family can access in Planning Center and configure notifications for Planning Center activity.
Obituary settings
In Passare, go to Settings > Planning Center > Obituary.
You can choose for families to have access to Templates, the AI writing assistant, or Both! If nothing is selected the writing tool will be set to Templates by default. 
Notifications
Enable notifications for Planning Center activity by clicking the bell icon in the navigation menu, then clicking the gear icon. 
Turn on bubble alerts for Planning Center activity and choose to receive notifications via text message, email, or both. 
With notifications enabled for Planning Center activity, you will receive a notification when the family approves the obituary. 
Starting the obituary in Planning Center
On the Obituary page in the Planning Center, families can begin drafting the obituary in the text field OR by clicking the Use writing tool button to use a template or the AI writing assistant.
Life information
Clicking Use writing tool will prompt the family to enter information about the decedent.
Information entered will be added to the case in Passare.
Families can click Add obituary photo to add a picture from their files. 
If a branch is selected in the Veteran field, the family will be taken to the Veteran page to add more details about the decedent's military history.
The Veteran field will not be displayed for Canadian branches.
If no Veteran options are selection, clicking Next will take the family to the employment page.
Add information about the decedent's employment history. 
Next, the family will be taken to the life events page where they can write about the decedent's passions and achievements.
Information entered on the life events page will NOT be added to the case in Passare.
Family information
After adding information about the decedent's life, they will be taken to the Family page to add information about their relatives.
Information added to the Family & Friends page in Passare will be visible to the family at the bottom of this page.
Format
Once Life and Family information has been completed, the family will choose between the template or the AI writing assistant to generate the obituary. Templates are predefined by the funeral home and will use the information provided in the tool to fill in the blanks.
For the family to have access to these writing tools, you must enable them in Settings.
AI writing assistant
This option uses artificial intelligence to generate a unique obituary based on information in Passare and the information the family provides. When the family clicks Next, they will be asked to choose a Tone and Length for the obituary. A formal, standard-length obituary will automatically be generated, but this can be adjusted to the family’s preference in the tone and length dropdowns before clicking Create obituary.
Templates
This option allows the family to choose one of the templated options the funeral home provides. After selecting a template, the family can preview the obituary before clicking Create obituary. 
Approving the obituary
Clicking Create obituary from the Format page will take the family back to the Obituary page where they can continue to edit the obituary or click Approve obituary.
Once the obituary is approved it can no longer be edited, and the family will see a message informing them to contact the funeral director to make changes. 
Need more information?
Need help? Email us at support@passare.com or call (800) 692-5111.