CareNote

CareNote is a comprehensive pastoral care management tool designed to support churches and ministries in effectively managing their congregational care. It offers an unlimited congregant database size, making it suitable for churches of all sizes. The app provides a range of core features, including activity feeds, profiles, updates, tasks, groups, milestones, search capabilities, reporting, and mobile access.

One of CareNote's standout features is its care request management system, which allows for complete tracking of care journeys from intake to follow-up. This includes scheduling delivery dates, categorizing care types, flexible assignments to users, volunteers, or groups, and comprehensive reporting. Additionally, CareNote includes a volunteer management system that enables care coordination without requiring volunteers to have full system access. This system uses secure token-based actions and customizable email templates, streamlining communication and task management.

CareNote also offers intelligent care assignments, which automatically route care requests based on provider expertise, availability, and workload balance. It supports smart automation workflows, allowing care requests to be routed based on custom conditions and rules. Furthermore, the app integrates with on-call schedules to automate the routing of care intake to on-call providers, reducing manual intervention.

For enhanced efficiency, CareNote integrates with PCO forms, enabling the creation of forms that can be linked to CareNote and automated based on predefined conditions. It includes pre-built workflows for various pastoral care scenarios, such as grief journeys, dedications, and baptisms. The app provides comprehensive care analytics and reports, offering insights into ministry trends and historical data. CareNote supports multi-channel communication through email and plans to include SMS and web push notifications, enhancing communication between care providers and congregants.