What's New - CareNote Documentation (Page 2)

Care Groups: Organizing Your Team for Ministry

Care Groups turn your staff and care team into coordinated ministry teams. Learn how to create a group, set roles, route care requests to a group, work with a group's people, protect sensitive interactions, and let team members run their own groups.

Team Settings: Language, AI, Privacy and Access in One Hub

One hub for how CareNote works for your whole team. Set the team language (English, Español or Nederlands), choose who can see and change what, decide how care requests close, and switch each AI feature on or off, or all of them at once.

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.

Managing People and Households in CareNote

People are the heart of CareNote. Learn how to find and add people, keep their details current, organize families into households, read a person's record at a glance, and decide who on your team can see and edit each profile.

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.