CareNote

CareNote is a web-based software solution designed to streamline and simplify the process of providing care to congregants and members of care networks. It caters to churches and organizations of all sizes, from small local congregations to large multi-campus churches. CareNote is used by pastors, care coordinators, chaplains, care providers, and religious organizations to efficiently manage and deliver personalized care.

Key Features

Comprehensive Profiles: CareNote allows users to create detailed profiles for each congregant, including contact details, phones, emails, and care request needs. This feature facilitates a better understanding of congregants' needs and ensures the delivery of personalized care.

Group Management: CareNote provides tools for efficient group management, including individual profile viewing, household management, data export, group emails, label printing, profile favoriting, and group SMS messaging. These features assist pastors and care coordinators in managing groups and tracking interactions with congregants.

Multi-channel Communication: CareNote offers various communication tools, such as merged letters, email, and SMS (powered by Twilio), to engage with congregants, care providers, and users through their preferred channels. This feature enhances communication and fosters stronger relationships.

Search: CareNote's powerful search capabilities allow users to quickly find relevant information. The integrated search tool indexes all notes, ensuring easy access to important data and facilitating data organization.

Tasks and Task Management: CareNote provides tools for creating and managing tasks, enabling pastors and care coordinators to assign tasks to care providers and track their progress. This feature promotes effective collaboration and ensures that critical tasks are prioritized.

Notes: CareNote's notes feature allows users to add and manage notes for congregants, users, tasks, and care requests. The indexed notes can be searched instantly, providing quick access to relevant information and enhancing care delivery.

Automated Workflows: CareNote offers customizable workflow automation tools that streamline processes and reduce the time and effort required to manage congregants and care providers. This feature enhances efficiency and ensures prompt handling of care requests.

Progress Tracking: CareNote provides real-time visibility into the progress of individual congregants, care providers, and users. Pastors and care coordinators can monitor engagement and identify areas for improvement, ensuring effective care delivery.

Alerts & Notifications: CareNote keeps users informed with alerts and notifications. Users can choose which events to be notified about and how to receive those notifications, such as browser alerts, SMS alerts, Slack messages, or emails. This feature ensures that pastors and care coordinators stay updated on important updates and action items.

One-click Reports: CareNote offers one-click report generation, providing quick and easy access to essential data. Users can generate professional-grade reports effortlessly, allowing them to track key metrics, gain an overview of the care network, and make informed decisions.