Introducing CareNote Version 4

A Fresh Dashboard, Streamlined Workflow, and Powerful New Features

Transforming care coordination so you can spend less time managing and more time ministering.

CareNote Version 4 represents a major leap forward in how pastoral care is organized and delivered. With a redesigned dashboard, smarter workflows, and thoughtfully expanded features, this update is all about reducing friction and freeing up your time for what matters most—ministering to people. Whether you’re leading a large care team or serving solo, CareNote v4 equips you with clearer insights, faster navigation, and tools that reflect the real rhythm of church life.

Built from real conversations with pastors, chaplains, and care leaders, this is more than a feature update — it’s a reimagining of what care coordination can be. Every screen. Every workflow. Every tap and click has been rethought to help churches move faster, care deeper, and stay focused on people.

Here’s what’s new in CareNote v4:

A Redesigned Dashboard That Works the Way You Do

We’ve simplified the dashboard to bring the most important care touchpoints front and center. The new layout features three smart cards — Tasks, Birthdays, and Milestones — so you know exactly where to focus when you log in.

• Beautiful on any device: Whether you’re on a desktop, tablet, or mobile, the redesigned interface adapts to your screen.
• Streamlined sidebar: Collapse the navigation to make more room for what matters, especially useful on iPads or in landscape view.

The dashboard is also now more interactive:

• Filter and sort activity: Quickly drill into the data by category, type, or date.
• New “care cards” interface: Click into any activity to see a clean, focused view with profile links, timestamps, and creator info.

Care Cards: Thoughtfully Designed to Reflect Real Pastoral Practice

Inspired by the humble index card many pastors carry, CareNote now features “care cards” — beautiful, focused popups that summarize notes, updates, milestones, and tasks. These cards highlight the who, what, and when of every interaction, and link directly to the congregant’s profile for fast follow-up.

“It’s like flipping through my old index cards from pastoral visits—except now they’re digital, organized, and always at my fingertips.” — Pastor Donnell

You can even connect profiles with Planning Center Online, allowing quick toggling between platforms.

Everything You Need, in One View

Care Requests now display all relevant info — notes, updates, and reports — in one clean interface. That means:

• No more toggling between views
• Easier tracking of progress
• Clearer communication between team members

Workflows Built In (Goodbye Spreadsheets)

Do you use Stephen Ministry’s Journey Through Grief booklet series or similar workflows? Now, those multi-step processes can be managed inside CareNote — no spreadsheets, texts, or memory required.

• Assign tasks with due dates
• Track completion and follow-ups
• Ensure no step gets missed

Groups: Revamped and Ready for Real Ministry

Groups are no longer just containers—they’re powerful, flexible hubs for organizing and mobilizing care. Whether you’re managing a support team, leading a meal train, or coordinating student mentors, CareNote’s new Groups update gives you the tools to lead with clarity and ease.

• See what matters: Instantly view care requests, tasks, and updates tied to your group — all in one place.
• Take action together: Email the whole group, assign group-wide tasks, and manage availability with a single click.
• Care with confidence: Filter by group membership, track engagement, and assign care directly from the group view.

Sneak Peek: Assignments Are Coming

You asked, we listened: CareNote is introducing direct Assignments, allowing you to connect congregants to a care provider without needing to create a task or care request. This streamlined approach is ideal for deacon/parish models, elder oversight, coaching relationships, and student ministries.

Once a congregant is assigned:

• Real-time awareness: The assigned care provider is notified of all relevant activity.
• Autonomous reporting: Care providers can submit visit reports directly, keeping records up to date.
• Clear oversight: Your ministry gains clarity, continuity, and confidence that no one slips through the cracks.

Real Impact for Real Churches

One pastor shared:

“Before CareNote, our team meetings were spent organizing care. Now, CareNote handles that — so we can focus on training, praying, and sharing encouraging stories.”

That’s the heart behind CareNote v4: reduce the administrative burden so your team can spend more time caring for people, not managing spreadsheets.

The Future of Pastoral Care Starts Now.

You don’t need another spreadsheet. You need a system that thinks like a pastor, organizes like a pro, and helps your team show up when it matters most. CareNote v4 is that system.

Built from real conversations with pastors, chaplains, and care leaders, this is more than a feature update — it’s a reimagining of what care coordination can be. Every screen. Every workflow. Every tap and click has been rethought to help churches move faster, care deeper, and stay focused on people.

This isn’t just software. It’s pastoral care—organized, accessible, and ready to scale. It’s the future of ministry support—and it’s already in your hands.