How Tos - CareNote Documentation (Page 2)

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.

Standing Rules: Write the Rule Once, CareNote Keeps It

Tell CareNote once what should happen when something lands on a person's record, or every morning, and it does the work. Install a ready-made rule or write your own, then pause, duplicate, or apply it any time.

Automating Care with Workflows

Stop rebuilding the same care plan from memory. Workflows let you save a proven sequence of tasks once, then attach it to a person in a couple of clicks. CareNote schedules every task, assigns the right people, and tracks progress for you.

Reports in CareNote: Seeing Your Care at a Glance

The Reports hub in CareNote gathers your care ministry into one place: who needs a visit, what your team logged, which requests are open and what prayer needs covering. Learn what each report shows and when to reach for it.

Choosing How CareNote Notifies You

CareNote can reach you by email, web push, in-app, and text message. Here is how to check each channel, send yourself a test, tune every notification type, and understand the rows marked Protected.

Managing Tasks

Tasks turn "someone should follow up on this" into a tracked item with an owner and a due date. Learn how to create tasks, work them one at a time or in bulk from the Care Action Center, and see how follow-ups connect back to a person's care.