CareNote Updates – January 2025
This month's CareNote updates include enhanced group-based care coordination, streamlined volunteer task management, and improved PCO integration setup. As always, we're committed to helping your care ministry teams respond more effectively and work more efficiently.
Core Platform Improvements
Enhanced Group Management
We've significantly improved how care requests connect with your ministry groups. When a care request is assigned to a group, the person requesting care is automatically connected to that group, creating better continuity and relationship building within your care teams.
Streamlined Volunteer Workflow
Task creation for volunteers is now seamless and reliable. Your volunteer coordinators can confidently assign tasks knowing the system will handle permissions and notifications properly, making it easier to engage your broader ministry team.
Improved Data Handling
Better error prevention when profiles have incomplete information, ensuring your care workflows continue uninterrupted even when dealing with legacy or imported data.
Planning Center Integration
This month brought substantial improvements to our Planning Center integration:
- Simplified setup process with clearer webhook registration for form submissions
- Enhanced form automation that reliably processes incoming care requests from PCO forms
- Streamlined import experience for bringing your first 100 people into CareNote
- Fixed assignment workflows that properly handle team and group assignments from PCO data
These updates mean your PCO forms will flow into CareNote more reliably, and your initial setup process is much smoother.
New Features
Smart Category-Group Matching
CareNote now automatically suggests and creates connections between your care categories and ministry groups. This intelligent matching helps ensure the right teams see relevant care requests without manual configuration, making your care coordination more efficient from day one.
Enhanced Notes with AI Insights
Our new Notes system includes AI-powered sentiment analysis and automatic summaries. This helps your care team quickly understand the emotional context of situations and maintain better continuity of care across multiple team members and interactions.
Daily Ministry Reports
Stay informed with Daily Beacon Reports that provide active subscribers with key metrics and updates about their care ministry activities. These automated reports help leadership track engagement and identify trends in your congregation's care needs.
Enhanced Administration & Security
Improved Access Controls
- Better panel access management ensures users land in the right area of CareNote based on their role
- Fixed volunteer invitation acceptance that previously caused errors when team members joined
- Enhanced group assignment automation for streamlined onboarding
Team Management Improvements
Resolved issues with team synchronization and user role assignments, ensuring your ministry team structure remains consistent and secure across all areas of CareNote.
Behind-the-Scenes Improvements
We've made numerous refinements to ensure CareNote runs smoothly:
- Improved birthday tracking and display for better congregation care
- Enhanced search functionality that handles edge cases more gracefully
- Better template language and consistency throughout the platform
- Optimized data relationships for faster loading and more reliable operations
2025 CareNote Change Logs:










