CareNote Updates – October 2025
This month's CareNote updates include powerful AI-powered briefings for deeper congregant insights, enhanced team transfer capabilities, and smarter group assignment automation. As always, we're committed to helping your care ministry teams respond more effectively and work more efficiently.
Core Platform Improvements
AI-Powered Congregant Briefing System
CareNote now generates intelligent briefings that provide comprehensive overviews of congregant interactions and care history. This helps your team understand context quickly and respond with greater wisdom and care.
Enhanced Team Transfer Code
Moving care responsibilities between team members is now smoother and more reliable. Whether you're transitioning seasonal volunteers or adjusting team structures, transfers maintain complete care continuity.
Improved Activity Logging
Care request reports are now automatically tracked in your activity logs, giving you better visibility into your team's response patterns and helping you identify areas for improvement.
Planning Center Online Integration
This month brought substantial improvements to our Planning Center Online integration:
- Enhanced Campus Synchronization with automatic data updates from PCO
- Improved Form Processing that handles character encoding issues more reliably
- Smart Group Assignment based on form field responses to route requests automatically
- Fixed Import Issues that previously caused workflow interruptions
These updates mean your PCO data stays current automatically, and care requests get to the right teams faster.
New Features
Dynamic Group Assignment Automation
CareNote can now automatically assign incoming care requests to appropriate groups based on Planning Center Online form responses. If someone selects "elder care" on a form, the request routes directly to your elder care team—no manual sorting required.
Advanced Document Group Restrictions
You now have more control over document visibility and access. Set group-specific permissions to ensure sensitive materials reach only the appropriate team members while keeping general resources widely available.
Enhanced Filtering and Classification
Find the people and information you need faster with new filtering options for affiliations, genders, and classifications. These improvements make managing larger congregations much more manageable.
Enhanced Administration & Security
Visit Relation Management
- Enhanced Visit Tracking for CareNotes with better relationship mapping
- Improved Briefing Pages that provide clearer context for care visits
- Streamlined Data Access for administrative users
Form Submission Controls
Daily submission limits for care request forms help prevent system overload while ensuring genuine needs are captured effectively.
Behind-the-Scenes Improvements
We've made numerous refinements to ensure CareNote runs smoothly:
- Better handling of missing data to prevent workflow interruptions
- Enhanced queue management for faster Planning Center Online imports
- Improved character encoding support for international names and content
- More reliable webhook processing to keep your integrations synchronized
2025 CareNote Change Logs:
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