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What's New

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.

Tracking Care Expenses

Record the groceries, utility bills, and rent help your church gives, right on the person or group you served. Tag a couple on one entry, filter by year, and pull the Expense Report when leadership asks where the help went.

Documents: Attaching and Protecting Files in CareNote

Keep intake forms, releases, and receipts with the person they belong to, and choose which care groups can see each one. Here is how to add a document, set Access Control, and find files again with CareNote Plus Documents.

SHAPE Assessments: Discovering How Your People Are Gifted

The people who can help are already in your congregation. SHAPE is a spiritual gifts add-on for CareNote: members discover how they are wired, their top gifts surface on their profile, and your care team finds the right people for each care request.

Care Table: Organizing Meal Sign-Ups

A meal sign-up built into the Care Request. Set the dates, invite helpers by name, group, or email, and people claim a day on a simple public page with no login. Meals stay beside the visits, notes, and tasks, so nothing gets missed.

What Is CareNote Plus?

CareNote Core helps you track care. CareNote Plus makes sure it happens. See what Plus includes, what is sold separately, how owners turn it on, and how everyone else asks for it.

The Care Action Center: Your Daily Mission Control

Start your day in one place: new requests to assign, tasks to work, people going quiet, group requests waiting on an answer, and reports that are late. Here is how to read and work every panel of the Care Action Center.