Ask Questions,Get Answers
Stop building reports manually. Type a question in plain English — “Who haven't we contacted in 30 days?” — and CareNote's AI returns structured data from across your entire care system. Save queries, export to CSV, and refine results conversationally.
How It Works
Three steps between a question and an answer. No training required.
Ask a Question
Type what you want to know in plain English. No query language, no filters to configure — just ask.
AI Generates the Query
CareNote's AI translates your question into a structured database query, pulling from profiles, interactions, care requests, and more.
Results Appear Instantly
Structured data is returned in a clean table format — names, dates, statuses, and counts. Ready to read, export, or refine.
Example Prompts
Not sure what to ask? Start with one of these pre-built prompts or type your own.
“Show me everyone we haven't contacted in 30 days”
Find people at risk of falling through the cracks.
“Which care requests have been open for more than 2 weeks?”
Identify stalled requests that need escalation.
“How many interactions did each care provider log this month?”
Measure team activity and workload balance.
“List everyone who received a hospital visit in the last 90 days”
Review post-hospital follow-up coverage.
“Show me all households that received benevolence support this year”
Track financial assistance at the family level.
“Who has a milestone coming up in the next 2 weeks?”
Prepare for birthdays, anniversaries, and care milestones.
Built for Real Workflows
The AI Report Builder isn't a toy. It's built for the reports you actually need — with save, export, and refinement built in.
Save & Bookmark Queries
Save queries you run regularly — weekly check-ins, monthly board reports, or annual reviews. One click to re-run anytime.
Export to CSV
Download any result set as a CSV file. Perfect for board presentations, grant applications, or sharing with leadership outside CareNote.
Refine Your Query
Results not quite right? Ask a follow-up question to narrow, expand, or pivot your results. The AI remembers context within the session.
You asked:
“Show me everyone we haven't contacted in 30 days who has an open care request”
Results: 7 people found
Related Features
Ready to Ask Your Care Data Anything?
Start your 14-day free trial or schedule a demo to see CareNote in action.