Track Counseling Sessions
Keep confidential session notes with privacy controls and progress tracking.
“Track pastoral counseling visits”
— What churches tell us they need
How it works in CareNote
CareNote's privacy controls make it ideal for tracking pastoral counseling. You can keep session notes completely private or share with specific team members as needed.
Step-by-step guide
Log an Interaction
From the person's profile, click “Log Interaction”
Choose an appropriate type
Select a type like “Counseling” or “Meeting”
Set privacy to “Just Me”
This makes the interaction visible only to you—no one else can see it
Record session notes
Write your session notes in the content field. Track duration if desired.
Set follow-up for next session
Mark “Requires follow-up” and set the date for the next session
View session history
All your private sessions appear in the person's timeline—visible only to you
Privacy options
Just Me (Private)
Only you can see this interaction. Perfect for sensitive counseling notes.
Share with specific users
Keep it private but add specific colleagues who should also see it.
Admin/Managers only
Share with leadership roles only, not general team members.
What you get
- Private session notes visible only to you
- Complete session history per person
- Follow-up reminders for next sessions
- Selective sharing with specific colleagues
- Track duration and sentiment
Ready to track counseling sessions?
Start your 14-day free trial and see how easy it is.