Introducing WorkflowsStreamline Your Pastoral Care

Automate, organize, and never miss a beat in your ministry with CareNote's new Workflows feature.

What are Workflows?

Workflows in CareNote are customizable, automated sequences of tasks and reminders that ensure consistent, timely care for your community. Whether it's following up after a hospital visit, managing bereavement support, or coordinating new member integration, Workflows keep your team organized and your congregation cared for.

Consistency in Care

Standardize your pastoral care processes for every member.

Time-Saving Automation

Let CareNote handle scheduling and reminders automatically.

Team Coordination

Assign tasks to different team members for seamless handoffs.

Scalable Care

Maintain personal, attentive care as your congregation grows.

Key Benefits of CareNote Workflows

  • • Customizable Templates: Create workflow templates for common scenarios like hospital visits, bereavements, or new member onboarding.
  • • Never Miss a Follow-Up: Automated reminders ensure important touchpoints are never overlooked.
  • • Time-Saving Automation: Focus on personal connection while CareNote handles scheduling and reminders.
  • • Team Coordination: Assign tasks to different team members, ensuring clear responsibility in the care process.
  • • Scalable Care: Maintain personal, attentive care without overwhelming your pastoral team as your congregation grows.

"CareNote's Workflows will revolutionize how we manage post-operative care and bereavement support. It's exactly what we need to ensure consistent follow-ups and prevent anyone from falling through the cracks in our care ministry."

Dr. Trenton Ferris, First Baptist Church

CareRequest Automation for PCO Forms

This new feature builds upon our existing PCO Forms integration, taking it to the next level by automating the creation of CareRequests.

How This Helps Your Ministry:

  • Personalize care processes for different needs (e.g., hospital visits, new members) without extra work
  • Respond to care needs faster, showing your congregation they're valued and supported
  • Free up your pastoral team's time for meaningful connections instead of administrative tasks
  • Ensure consistent follow-up, so no one in need falls through the cracks
  • Scale your care ministry efficiently as your congregation grows, without burning out your team
"The CareRequest automation for PCO Forms has been a game-changer for our pastoral care team. It's dramatically reduced our response time and ensures we never miss a care need. This integration between PCO and CareNote is exactly what we've been waiting for!"

- Pastor Alex Thompson, Hillside Community Church

How It Works

  1. Create or select a Workflow template
  2. Customize tasks, timelines, and assignments
  3. Initiate the Workflow for a specific congregant or situation
  4. Watch as CareNote guides your team through each step, prompting actions and tracking progress

Ready to revolutionize your pastoral care?

Experience the power of CareNote's new Workflows feature today and take your ministry to the next level.