Automate YourCare Workflow
Connect Planning Center Online Forms with CareNote to streamline your pastoral care process and ensure no care request falls through the cracks.
Sarah Johnson, a devoted member of the church for five years, recently learned that her elderly mother would need to move in with her family following a minor stroke. Feeling overwhelmed by the sudden responsibility and needing support, Sarah visits the church's website late one evening and finds the congregant care form in Planning Center. With tears in her eyes but hope in her heart, she fills out the form, detailing her need for guidance on elder care resources and possibly some temporary assistance during the transition period.
Within moments of Sarah clicking "submit," CareNote springs into action. The system recognizes Sarah from her previous involvement in the church's women's ministry and automatically matches her submission to her existing profile. Based on the form's contents, CareNote categorizes this as an "Elder Care Support" request, triggering the appropriate care protocols and workflows that have been carefully designed for such situations.
Because Sarah indicated this was an urgent need in her submission, CareNote checks its on-call schedule and finds that Pastor Mary, who specializes in family care ministry, is currently on rotation. The system automatically assigns the care request to Pastor Mary, while also notifying the church's Elder Care Support Group about the new case, ensuring a comprehensive support system is activated for Sarah and her family.
This seamless integration between Planning Center Forms and CareNote means that even at 11:30 PM when Sarah submits her request, the church's care system is working diligently to ensure her needs will be addressed first thing in the morning. No longer will Sarah's cry for help be lost in an email inbox or delayed by manual processing - instead, she can rest assured that support is already being mobilized through the church's caring community.
New Planning Center Online (PCO) Form Submission
Sarah Johnson submitted a congregant care request through a PCO form integrated with CareNote.
1. PCO Form Submission
A congregant submits a care request through a Planning Center form.
2. CareNote Integration
The form submission is securely transmitted to CareNote through the integration.
3. Person Matching
CareNote automatically matches the submission to an existing person record or creates a new one.
4. Automated Request Creation
A care request is automatically generated with details from the form submission.
5. Category Classification
The care request is classified based on the form inputs and matched to the appropriate care category.
6. Smart Assignment
Based on conditions (on-call status or category group assignments), the request is automatically routed to the appropriate care provider or group.