Enhancing Pastoral Care: CareNote's Integration with Planning Center Online

Image of Planning Center's Logo on a blue background
Enhancing Pastoral Care: CareNote's Integration with Planning Center Online

CareNote, a leading software-as-a-service (SaaS) provider for pastoral care, is proud to announce its integration with Planning Center Online (PCO), a popular church management platform. This integration is designed to streamline the management of congregant care by syncing important profile and care information between the two systems, ensuring pastoral staff can focus more on care and less on administrative tasks.

Comprehensive Integration Features

CareNote’s integration with PCO provides seamless synchronization of congregant data, enhancing the capabilities of both platforms in several key areas:

Synchronized Profile Information

Profile details such as first and last names, family relationships, contact information (phone numbers, email addresses), and significant dates like birthdays and anniversaries are consistently updated between CareNote and PCO. This ensures that any changes made in one system are automatically reflected in the other, maintaining up-to-date records at all times.

Exclusive Care Management in CareNote

While basic contact information syncs between CareNote and PCO, specific updates related to care management—such as task completion, care milestones, and personalized care notes—remain exclusively within CareNote. This allows for detailed care tracking while keeping essential contact information aligned with PCO.

Direct Access to PCO Profiles

For ease of access and to enhance the care process, CareNote includes direct links to corresponding PCO profiles under each congregant’s name in the CareNote interface. This feature ensures that pastoral staff can quickly access additional information stored exclusively in PCO without multiple system navigations.

Screenshot of CareNote Profile page with a link to Planning Center Online

FAQs about CareNote and PCO Integration

Q: What profile information is synchronized between CareNote and PCO?
A: All basic contact information and significant dates are synchronized both ways. Specific care-related updates and detailed pastoral notes are managed and retained solely in CareNote.

Q: Can I import specific people from PCO into CareNote?
A: Initially, all active profiles from PCO are synchronized with CareNote. CareNote provides tools to manage which profiles are active or archived, reflecting status changes in PCO for comprehensive data management.

Q: What happens if a profile’s status changes in one platform?
A: Changes in profile status, such as active or archived, need to be managed individually in each system to ensure both platforms reflect the current status of a congregant.

Q: Is there an easy way to view additional congregant information that does not sync with CareNote?
A: Yes, CareNote integrates direct links to PCO profiles, making it simple to view detailed information that is managed exclusively in PCO.

Getting Started with Integration

Setting up the integration is straightforward and can significantly enhance the efficiency of pastoral care management. By linking CareNote with your existing PCO account, you can immediately begin benefiting from synchronized data and focused care management tools.

For new users, CareNote offers a quick and easy setup process, allowing pastoral staff to start improving their care delivery without delay. With its robust features and seamless integration with PCO, CareNote ensures that pastoral teams can "Remember, Be Informed, and Ensure Delivery of Care" more effectively than ever before.

This integration not only simplifies the administrative burden on pastoral staff but also enhances the quality of care provided to congregants, embodying CareNote's commitment to supporting churches in their mission to serve communities.