Track Shut-Ins & Elderly Care
Set up recurring visit schedules for homebound members with automatic due date tracking.
“Manage care to Elderly & Shut-Ins”
— What churches tell us they need
How it works in CareNote
CareNote's Assignment and Visitation Schedule features are perfect for managing ongoing care for shut-ins, nursing home residents, and elderly members who need regular visits.
Step-by-step guide
Create an Assignment
Go to Admin → Assignments → Create
Link the care receiver and caregiver
Select the shut-in (Profile) and the volunteer/deacon who will visit (User)
Configure the Visitation Schedule
Set the frequency: weekly, biweekly, monthly, quarterly, or yearly. Optionally specify days of the week.
CareNote tracks automatically
The system calculates next_visit_due based on your schedule
Log visits when they happen
When the volunteer visits, they log an interaction. CareNote automatically calculates the next due date.
Monitor overdue visits
Overdue visits appear on the Dashboard and in reports so nothing slips through.
Visit frequencies available
- • Weekly — Visit every week on specific day(s)
- • Biweekly — Visit every two weeks
- • Monthly — Visit once per month
- • Quarterly — Visit every three months
- • Yearly — Annual visit (e.g., birthday visits)
What you get
- Recurring visitation schedules for each shut-in
- Automatic due date calculation after each visit
- Overdue visit alerts on Dashboard
- Assignment reports showing volunteer engagement
- Complete visit history for each person
Ready to organize your shut-in ministry?
Start your 14-day free trial and see how easy it is.