A United Methodist congregation with a three-person pastoral log
The church
A United Methodist congregation of about 3,600 people, with Planning Center connected. Fourteen months on CareNote.
What they set out to do
Keep one shared written record for a staff of three, especially for hospital visits and bereavement follow-ups.
How it works now
All three staff hold equal access and each writes up their own contact: the phone call, the email, the update after a conversation, the hospital visit. The load is genuinely split between them rather than resting on one person, and eight groups organize the congregation behind it.
Care requests are used sparingly and for specific things: a follow-up, a life event, a life update, a hospital visit. Milestones mark the longer arcs. A meaningful part of the record came across from the notes and visits this church was already keeping before, so what is here is a long-running habit rather than a new one, and none of it needed configuring before it was useful.
What it takes
Three paid seats and no setup.
By the numbers
- 259
- pastoral touchpoints recorded in fourteen months
- 31
- phone calls logged
- 21
- visits logged, seven of them in hospital
- 3
- staff sharing one record
Is this your church?
A small staff that already talks to each other still needs a shared written record, especially where the next call depends on knowing exactly what the last one was.
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 3, Pastoral log.