Track Follow-Ups
Never forget a follow-up with tasks, reminders, and automatic due date tracking.
“Track pastoral care, never missed a follow-up”
— What churches tell us they need
How it works in CareNote
CareNote offers two ways to track follow-ups: Tasks for standalone to-dos, and Interaction follow-ups for when you want to check back after a visit or call.
Option 1: Using Tasks
Go to Dashboard → Tasks → Create
Create a new task for your follow-up
Set the due date
Choose when you need to follow up
Link to a person or care request
Connect the task to the relevant profile or care request
See it on your Dashboard
Tasks due today and overdue tasks appear on your Dashboard automatically
Option 2: Interaction Follow-ups
When logging an interaction, check “Requires Follow-up”
This flags the interaction as needing follow-up
Set the follow-up date
Choose when you want to be reminded
Optionally assign to someone else
You can delegate the follow-up to another team member
CareNote tracks until complete
The follow-up shows as due/overdue until you mark it complete
What you get
- Tasks with due dates and person/request linking
- Interaction-based follow-up tracking
- Dashboard showing tasks due today and overdue
- Daily Beacon email with follow-up reminders
- Delegate follow-ups to other team members
Ready to never miss a follow-up?
Start your 14-day free trial and see how easy it is.