How Churches Use CareNoteStep-by-Step Guides
See exactly how CareNote handles your pastoral care needs. Each guide shows you the specific steps to accomplish what you're looking for.
Track Hospital Visits
Log hospital visits, nursing home check-ins, and any pastoral care touchpoint with full history.
"Track hospital and care visits for our staff and team"
Track Pastoral Care Visits
Record home visits, pastoral meetings, and care conversations with notes and follow-up dates.
"Track pastoral care visits and manage assignments"
Assign Care to Volunteers
Delegate care visits to deacons, elders, and volunteers with automatic notifications.
"Assign care visits to volunteer visitation team"
Don't Let People Fall Through the Cracks
Automated alerts for overdue visits, stale contacts, and people who need attention.
"Make sure no one falls through the cracks"
Manage Prayer Requests
Track prayer requests from intake to answered, with daily prayer lists and team coordination.
"Track pastoral care visits, manage prayer requests"
Track Follow-Ups
Never forget a follow-up with tasks, reminders, and automatic due date tracking.
"Track pastoral care, never missed a follow-up"
Track Benevolence Requests
Manage financial assistance with expense tracking, approvals, and full accountability.
"Track benevolence requests and care plans"
Coordinate Care Among Staff
Share notes and visibility across pastors, staff, and care teams with role-based access.
"Track care information between staff members"
Sync with Planning Center
Two-way integration with PCO for people, lists, notes, and automated form processing.
"Connect with Planning Center and track Pastoral Care"
Run Reports
Demonstrate outcomes to leadership with 12 built-in reports for care activity and team performance.
"Track pastoral care and generate reports"
Track Shut-Ins & Elderly Care
Set up recurring visit schedules for homebound members with automatic due date tracking.
"Manage care to Elderly & Shut-Ins"
Create Care Teams & Groups
Organize volunteers into teams with roles, permissions, and category-based routing.
"Develop a Prayer and Care team"
Track Counseling Sessions
Keep confidential session notes with privacy controls and progress tracking.
"Track pastoral counseling visits"
Automated Care Intake
Automatically create care requests from website forms and Planning Center submissions.
"Automate and track Pastoral care"
Keep Confidential Notes
Private notes visible only to you, with options to share with specific team members.
"Track pastoral care visits, keep confidential notes"
Ready to see CareNote in action?
Start your 14-day free trial and see how CareNote can transform your pastoral care ministry.