Care RequestsBeyond Simple Task Management
Transform how you manage pastoral care with comprehensive request tracking, from initial intake through care delivery and follow-up.
Complete Care Request Workflow
Unlike simple task management systems, CareNote's Care Requests provide a comprehensive workflow that tracks the entire journey of pastoral care delivery.
Flexible Assignment
- Assign care requests to logged-in users, email-only volunteers, or specialized care groups.
Complete Lifecycle
- Track the entire care journey from assignment acceptance through delivery and follow-up.
Care Delivery Tracking
- Document provided care, record outcomes, and manage ongoing care needs effectively.
Follow-up Management
- Schedule and track follow-up care, maintaining a complete history of care progression.
Key Components
Every Care Request includes essential elements to ensure proper care delivery and tracking:
- •Delivery Date scheduling
- •Care Type categorization
- •Detailed care descriptions
- •Flexible assignment options
- •Comprehensive delivery reporting
Care Group Integration
Maximize the effectiveness of your care teams with specialized Care Groups:
- •Specialized team routing
- •Group-specific workflows
- •Custom notification settings
- •Volunteer management
How SMS care request acceptance works
Assign care with a single text message so requests move forward even when no one is at a desk.
Request comes in. A congregant submits a care request through your form, your staff, or directly in CareNote.
Instant SMS alert. Assigned providers (or a Care Group) receive a text: "New care request: Janet Bailey. Reply 'more' to view summary or 'accept' to take it."
Reply with a simple command. Providers text back more to see details or accept to assign the request to themselves.
CareNote updates automatically. As soon as someone accepts, CareNote assigns the request, records who responded, and stops notifying others.
Works anywhere your volunteers carry their phones—no app install or login required.