Interactions - CareNote Documentation

Importing Interactions from a Spreadsheet

Keep your visits, calls and notes in a spreadsheet? Upload a CSV from the Interactions page, let CareNote match each row to the right person, and download the rows it could not place, with the reason for each.

Logging One Interaction for a Couple or a Household

A visit to a married couple is one event that belongs in two Care Stories. Choose Couple and fill the form in once, from the Interactions page or from a care group, and CareNote records it on both people. This guide also covers a whole household.

Logging Care: The Complete Guide to Interactions

Every visit, call, text and prayer request in one timeline. Learn how to log interactions, choose who can see them, turn a follow-up into a task, copy or import interactions, and read a person's complete 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.