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How Tos

AI Briefings: Context Before Every Conversation

Before your next visit or call, get an AI-written summary of a person's care story: recent activity, key themes, concerns, and suggested follow-ups. Here is how briefings work on profiles and care requests, what is sent to the AI, and how your church controls them.

I'm a Volunteer and I Can't Log In. What's Happening?

Nothing is wrong. Care helpers at your church don't have a CareNote login or password. Assignments arrive by email, and one bookmarkable page, My Care Assignments, lets you accept, decline, and file your care report. Here is what to do if you lose a link.

Creating Your CareNote Account

Create your CareNote account in minutes. This guide walks through the sign-up form, choosing how to start, the short questionnaire, signing in later, and turning on two-factor sign-in.

Benevolence Approvals: Documented Decisions Without a Meeting

Benevolence decisions without a single meeting, and a permanent record of who agreed, why, and what happened next. Requests route from your Planning Center form to your committee, members vote from their inbox, and leadership decides.

The Daily Prayer List and Prayer Digest

Browse the day's prayer requests, email a daily digest, print a list for your prayer meeting, or send a prayer list with "I Prayed" tracking. Here is how the Daily Prayer List, the Prayer Digest, Print Mode, and Send Prayer List work together.

Creating and Managing Milestones

Anniversaries, recovery dates, and graduations all belong in CareNote. This guide covers how to create milestones, link one to two people, filter the list, and reschedule entries so your care team never misses an important date.

Care Needs: Organizing Practical Help from a Care Request

A practical-help sign-up built into the Care Request. List the yard work, repairs, rides, and event shifts a family needs, invite helpers by name, group, or email, and people say "I can help" on a simple page with no login. Every claim and finished need lands on the Care Story.

Logging One Interaction for a Couple or a Household

A visit to a married couple is one event that belongs in two Care Stories. Couple and Household modes let you log it once. This guide covers both, including how to find a household by searching for the person you have in mind rather than the family name.

Creating and Managing Milestones in CareNote: A Complete Guide

Learn to create and manage milestones in CareNote, marking special events like recoveries or memorials in your care receivers' profiles. CareNote helps you remember, be informed, and deliver care.

Utilizing Notes in CareNote: A Guide to Efficient Care Documentation

Discover how to use CareNote's Notes feature with AI sentiment analysis for efficient care documentation and insightful care receiver assessments. CareNote helps you remember, be informed, and deliver care.