Introducing CareNote Version 5

CareNote Version 5 — Building the Future of Pastoral Care

At CareNote, we believe every church can care more deeply, more personally, and more consistently. That vision has shaped everything we’ve built — and with Version 5, we’re taking another major step toward that goal.

Version 5 isn’t just a software update. It’s a reflection of our mission: to equip pastors, staff, and volunteers with tools that help turn compassion into action.

Built Around the Care Protocol:
Receive, Respond, Report, Follow-Up

Every church’s care ministry shares the same heartbeat — people who notice, respond, and walk alongside others through the highs and lows of life. That’s why CareNote is built around the Care Protocol, a simple but powerful framework for care that lasts:

• Receive care needs from any source — forms, emails, conversations, or integrations.
• Respond by assigning the right person, group, or volunteer to provide support.
• Report updates so everyone stays informed and connected.
• Follow-Up to ensure no one slips through the cracks.

CareNote automates the structure so you can focus on the relationship.

We’ve reimagined how care teams work together

We’ve reimagined how care teams work together — helping pastors and volunteers coordinate faster, protect privacy, and see ministry impact more clearly.

Group Auto-Assignments make response time faster and more natural. When a care need arises, an email goes out to the entire team, and the first person to accept takes responsibility. The system automatically notifies everyone else, keeping momentum high and communication simple.

See how it works:

Care Assignments ensure every congregant has a primary care provider — someone who knows their story, tracks visits, and follows up when needed. Over time, this creates a living record of care that helps ministries move from reactive crisis management to proactive connection and support.

Because confidentiality is sacred, Privacy Dashboard and Document Security keep sensitive notes and files visible only to those who should see them. Administrators can adjust permissions at any time, ensuring collaboration happens with integrity and trust.

Reports & Dashboards turn ministry data into meaningful insight. Generate prayer lists, staff summaries, or board reports in seconds — all clear, printable, and focused on what matters most.

Finally, Care Briefings help you prepare before every visit or conversation by surfacing key events, themes, and follow-up gaps. It’s a thoughtful use of technology designed to make ministry more personal, not less.

All of this builds on a simple idea: structure care so that people never feel like a number.

The Future of Care Is Connected

At CareNote, we’re not just building features—we’re building a framework for the future of pastoral care. Version 5 deepens our integrations with Planning Center, Church Community Builder, and ParishSoft, helping churches keep their systems in sync while keeping their care centered on people. With every release, our goal remains the same: to make it easier for churches to care like they want to—with clarity, accountability, and heart.

Gratitude and What’s Next

We’re deeply grateful for the pastors, chaplains, coordinators, and volunteers who have shaped CareNote through their feedback and trust—Version 5 exists because of you and for you. As we look toward 2026, we’ll continue expanding features like Care Briefings and integrated reporting, helping churches move from reactive care to proactive ministry. Because care is not a task to complete—it’s a calling to live out, and at CareNote, we’re building the tools to make that calling sustainable.

The Future of Pastoral Care Starts Now.

You don’t need another spreadsheet — you need a system that thinks like a pastor, organizes like a pro, and helps your team show up when it matters most. CareNote Version 5 is that system.

Built from real conversations with pastors, chaplains, and care leaders, this release is more than a feature update — it’s a reimagining of what care coordination can be. Every screen, every workflow, every tap and click has been redesigned to help churches move faster, care deeper, and stay focused on people.

This isn’t just software. It’s pastoral care — organized, accessible, and ready to scale. It’s the future of ministry support — and it’s already in your hands.

Sign up before December 31, 2025 to lock in 2025 pricing before rates increase in 2026 — and join hundreds of care providers already transforming how they care.