CareNote Updates – December 2024

Last updated on Nov 29, 2025

Streamline your workflow with organized digital tools that help you manage tasks, documents, and schedules efficiently.

This month's CareNote updates include enhanced care coordination workflows, automated PCO Forms integration, and comprehensive volunteer management tools. As always, we're committed to helping your care ministry teams respond more effectively and work more efficiently.

Core Platform Improvements

Enhanced Care Request Management

Care requests now display provider names more prominently in reports and include status count badges on list view tabs, making it easier to see your team's workload at a glance. You can also persist your preferred sorting when switching between tabs.

Improved Team Coordination

Task reassignment is now streamlined with role-based workflows that ensure the right people get notified when care responsibilities change hands. This helps prevent tasks from falling through the cracks during team transitions.

Better User Experience

We've enhanced the user interface with improved print styling for reports and clearer role indicators throughout the system, making it easier for your team to navigate and understand their responsibilities.

Planning Center Online Integration

This month brought substantial improvements to our PCO integration:

Automated care request creation from PCO form submissions
Smart notifications with person names and form details
Comprehensive form management to help you connect your intake process
Fixed duplicate notifications that previously caused confusion

These updates mean your PCO forms can now automatically trigger care workflows in CareNote, eliminating manual data entry and ensuring no requests are missed.

New Features

Care Group Management System

CareNote now includes a complete Care Group Management System that lets you organize volunteers and care providers into specialized teams. This makes it easier to match care needs with the right group of trained volunteers, whether it's meal trains, hospital visits, or grief support.

Pastor On-Call Scheduling

The new Pastor On-Call Schedule Management feature helps larger churches coordinate pastoral coverage. You can now schedule and track which pastors are available for urgent care situations, ensuring someone is always ready to respond.

Daily Beacon Report

Stay connected with your care ministry's daily activity through the new Daily Beacon Report. This automated email summary gives you insights into care request activity, team performance, and emerging patterns in your congregation's needs.

Enhanced Administration & Security

Volunteer Management

Dedicated volunteer role for email-only team members who don't need full system access
User deactivation and bulk management tools for easier team administration
Enhanced user invitations that work even in single-user mode to help you grow your team

Comprehensive Reporting

Care request activity reports with date filtering to track your ministry's impact
Provider statistics that properly handle team member changes
Sentiment analysis integration in dashboard reports for deeper insights

Behind-the-Scenes Improvements

We've made numerous refinements to ensure CareNote runs smoothly:

Better handling of missing data to prevent workflow interruptions
Improved notification logic to reduce duplicate messages
Enhanced form field processing for more reliable automation
Streamlined dependency management for faster page loading

Thank you for your continued support and feedback. Your input is invaluable in helping us improve CareNote to better serve your pastoral care ministry needs.