A non-profit care network one month in, logging field visits
The church
A non-profit care network working across seven locations, with about 90 people on file. One month on CareNote.
What they set out to do
Get every field visit, call and text onto one shared record from the first week.
How it works now
They are one month in, so this is what they have set up so far. All six of their staff are working in it, which is unusual this early: the record is being built by everyone who does the work rather than by one person typing up what the others tell them.
Their contact is field visits, texts and calls, each logged against the person they were with. Visitation schedules are already configured with assignments on them, so the rounds that repeat are planned rather than remembered. Where a contact needs picking up again it is flagged for follow-up, and the first care requests have been opened for the needs that want a named owner and a closing date.
What it takes
Six paid seats and a visitation schedule.
By the numbers
- 63
- contacts recorded in the first month
- 8
- field visits logged
- 10
- visitation schedules configured
- 7
- locations covered
Is this your church?
If your staff works in the field and the record currently lives in six separate phones, this is what it looks like to get it into one place in the first month.
See it set up the way you would run it
Start a free trial and build this yourself, or book a demo and we will walk through the write-up closest to how your care ministry already works.
More churches like this
Other write-ups in shape 5, New accounts still forming a habit.