How Churches Use CareNote

An Anglican parish whose volunteers do the visiting and report by email

The church

An Anglican parish of about 1,550 people, with Planning Center connected. Thirteen months on CareNote.

What they set out to do

Make sure the visit actually happens, without building anything the parish has to study first.

How it works now

There are three categories and no more: a check-in, a follow-up, a life event. The simplicity is the point. Clergy and staff decide what needs a visit and enter it, and the request goes out to one of the parish's visitors.

The visitor accepts from an email, makes the call, and writes the report into the same email. The report closes the request, and most are closed within a week. Visitation schedules cover the rounds that repeat. What builds up over thirteen months is a visiting record the parish can read back, person by person, which is the thing that was missing before.

What it takes

Eight paid seats for clergy and staff, sixteen volunteer visitors who never sign in, and three categories.

By the numbers

251
care requests handled
178 of 249
assignments carried by volunteer visitors
253
visit reports filed from email
16
volunteer visitors, none of whom sign in

Is this your church?

If your parish has willing visitors but no way to know whether the visit happened, this is the shape that fixes it, and not one of the sixteen has to learn a system.

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 1, Intake-driven with a single coordinator.