Coordinate Care Among Staff
Share notes and visibility across pastors, staff, and care teams with role-based access.
“Track care information between staff members”
— What churches tell us they need
How it works in CareNote
CareNote uses Groups and visibility settings to control who sees what. This allows your team to collaborate while protecting sensitive information.
Shared visibility via Groups
How Groups work
- • Users belong to one or more Groups
- • Profiles (care receivers) are assigned to Groups
- • Group members can see all profiles and care in their Groups
- • Care requests can be routed to specific Groups
Interaction visibility settings
Every interaction you log carries its own visibility:
Private (Just Me)
Only you can see it.*
Specific roles
Administrators, Team Members, Volunteers, or Huddle Members.
Everyone
All team members with access to this profile can view
Specific groups or people
Pick the groups, or the individual colleagues, who should see it.
* Site owners can see everything in CareNote unless they turn that ability off in Team Settings (Enforce Private Interactions).
What you get
- Shared care timelines across your staff
- Group-based access controls
- Role-based visibility (Administrator, Team Member, Volunteer, Huddle Member)
- Private interactions when needed
- Activity feeds showing team care
Ready to coordinate care among staff?
Start your 14-day free trial and see how easy it is.