Care Requests - CareNote Documentation

Creating a Care Request

Pick the person, set a due date and type, add a place, and assign a Care Provider or Care Group in one form. Here is how to create a care request in CareNote so a need is tracked from the moment it is entered to the moment it is closed.

Completing and Managing Care Requests

See a care request through from the first assignment to a closed, well-documented finish. Learn the status lifecycle, the Care Report, the one rule that decides when a request closes, Ongoing care, and the bulk actions that keep your list tidy.

Declining or Handing Off a Care Request

Can't take a care request that has your name on it? Learn how to reject it, ask for reassignment after accepting, hand it to someone in your care group, and decline from an email or text.

Assigning a Care Request

Send every care request to a care group, a care provider, or both. Learn how to assign, reassign, attach a group, add Additional Care Providers, and use First-to-Accept so the first person who says yes takes it.

Accepting a Care Request

When a care request has your name on it, saying yes tells your team the need is covered. Learn how to accept in CareNote, from the assignment email, by text, or from My Care Assignments, and how to file your care report afterward.

Public Care Request Forms

Give your congregation and website visitors a no-login way to ask for care. This guide covers the four ways a request can come in, the simple External Care Requests link, the Form Builder, and what happens when someone submits.

Introducing Email-to-CareNote: Turn Any Email Into a Care Request

Email-to-CareNote lets you create care requests directly from your inbox. Simply forward an email to your team's unique CareNote address, and we'll automatically parse it, create a request, and notify your care team. No logging in. No copy-paste. Just forward and keep moving.

Automating Care Group Assignments with CareNote: A Step-by-Step Guide

Streamline pastoral care with CareNote’s automated care group assignments. Eliminate manual tasks, route care requests intelligently, and empower teams to focus on delivering care. Whether using Planning Center or not, CareNote enhances efficiency and confidentiality. Start your free trial today!

Introducing CareNote Volunteers: A Step-by-Step Guide

Introducing CareNote Volunteers: A low-cost way for churches to involve volunteers in care ministries. Engage occasional volunteers without paid subscriptions as they accept tasks, deliver care, and submit reports via email or SMS—ensuring smooth, affordable, and efficient care management.

Streamlining Follow-up Care Requests in CareNote: A Comprehensive Guide

Discover CareNote's latest feature that simplifies follow-ups, automatically creating new care requests to ensure continuous, efficient care management. Dive into how this streamlines care coordination. CareNote helps you remember, be informed, and deliver care.