Track EveryCare Touchpoint
Visits, calls, texts, emails, care reports, and prayer requests — CareNote captures 10 distinct interaction types with duration tracking, follow-up workflows, and privacy controls. Every touchpoint becomes part of the care story.
10 Interaction Types, One Unified Record
Each interaction type captures the context that matters. Duration, location, sentiment, attachments, and follow-up flags are all built in — no custom fields required.
Notes
Free-form pastoral notes with rich text, attachments, and categorization.
Home Visits
Track visits to congregants at home with duration and follow-up flags.
Hospital Visits
Record hospital and facility visits with room details and care status.
Phone Calls
Log inbound and outbound calls with duration and outcome tracking.
Emails
Track email correspondence linked to care requests and profiles.
Texts
Record text message interactions and quick check-ins.
Care Reports
Structured reports filed after delivering care on an assigned request.
Prayer Requests
Prayer needs captured as interactions and linked to prayer lists.
Updates
Status updates on ongoing care situations shared with the team.
General Visits
Office visits, church encounters, and other in-person touchpoints.
Follow-Up Workflow
Every interaction can trigger a follow-up. CareNote tracks the loop from flag to completion so nothing slips through the cracks.
1. Flag
Mark any interaction as requiring follow-up with a single click.
2. Assign
Route the follow-up to a specific care provider or team.
3. Remind
Automated reminders surface overdue follow-ups in the Care Action Center.
4. Complete
Close the loop with a follow-up interaction that links back to the original.
Duration Tracking
Every interaction records how long it lasted. See total care hours per person, per provider, or across your entire ministry. Duration data feeds into reports and analytics so you can measure care investment — not just care activity.
Privacy Controls
Sensitive interactions can be marked as private — visible only to the author and administrators. Visibility settings let you control who sees what, so volunteers and staff each see only the information appropriate to their role.
Related Features
Ready to Track Every Care Touchpoint?
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