Introducing WorkflowsStreamline Your Pastoral Care

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.

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