CareNote Updates – March 2026

A diverse ministry team gathered around a table, reviewing pastoral care dashboards and reports on tablets in a warm, sunlit office.
New this release: shared dashboards that keep your whole care team aligned.

This month's CareNote updates include a powerful new OneChurch Software integration, enhanced group interaction tracking, and streamlined approval workflows for sensitive care decisions. As always, we're committed to helping your care ministry teams respond more effectively and work more efficiently.


Core Platform Improvements

Enhanced Group Care Management

Group interactions now make it easier to track ministry touchpoints with entire groups, families, or care circles. You can view all group-related interactions in one place and ensure your care teams stay connected with the communities they serve.

Streamlined Notification Controls

New team-level and personal notification management pages give you complete control over when and how your team receives updates. Customize notification preferences to reduce noise while staying informed about what matters most to your ministry.

Improved Data Import & Export

CSV imports now handle more flexible file formats and automatically map standard church data fields. You can also import profile tags, notes, and external IDs to better organize your congregation data during transitions.


OneChurch Software Integration

This month brought substantial improvements to our OneChurch integration:

  • Automatic care request creation when forms are submitted through OneChurch
  • Real-time import progress tracking to monitor data synchronization
  • Seamless profile matching to connect existing records with OneChurch data
  • Fixed data handling issues that previously caused import interruptions

These updates mean your OneChurch forms can automatically create care requests in CareNote, ensuring no pastoral care needs slip through the cracks.


New Features

Approval Workflow System

CareNote now includes a comprehensive approval workflow system for sensitive care decisions that require multiple perspectives. Create custom approval processes for situations like financial assistance, counseling referrals, or major life decisions—ensuring your care team makes thoughtful, collaborative choices.

Prayer Request Management

The new Prayer Request system helps you track prayer needs throughout their lifecycle, from initial request to answered prayer. Team members can confirm when they've prayed, and you can easily distribute prayer lists to small groups or ministry teams.

AI-Powered PCO Workflow Import

Planning Center workflows can now be imported into CareNote using AI assistance. This feature analyzes your existing PCO workflows and suggests equivalent care processes, making it easier to transition or expand your care ministry tools.


Enhanced Administration & Security

Expanded Phone Number Support

  • International phone support now includes US, Canada, and UK numbers
  • SMS capabilities work across all supported regions
  • Interactive SMS responses allow volunteers to accept care assignments via text

Advanced Reporting Suite

  • Tag Reports show how you're categorizing and organizing your care ministry
  • Workflow Performance Reports help you identify bottlenecks and optimize processes
  • Category Reports provide insights into your most common care types
  • AI Report Builder (CareNote Plus) generates custom reports using natural language queries

Behind-the-Scenes Improvements

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

  • Better error handling prevents workflow interruptions when data is missing or incomplete
  • Improved integration resilience ensures external connections remain stable during high usage
  • Enhanced email rendering displays formatted content correctly in all notifications
  • Streamlined dashboard performance delivers faster loading times for your daily care metrics

Questions about these updates? Reach out to our support team—we're here to help you make the most of CareNote.