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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
Note visibility settings
When creating Notes or Interactions, you can control who sees them:
🔒
Just Me
Private—only you can see this note
👔
Admin/Managers
Only Administrator and Manager roles can see it
👥
Everyone
All team members with access to this profile can view
🏷️
Specific Groups
Select exactly which Groups can view this note
What you get
- Shared care timelines across your staff
- Group-based access controls
- Role-based visibility (Admin, Manager, Member)
- Private notes when needed
- Activity feeds showing team care
Ready to coordinate your care team?
Start your 14-day free trial and see how easy it is.