Care Connect
Care Connect empowers your care team by giving them quick access to everything they need to know. Users with the appropriate security role can see Care Case details, prayer requests, and needs. They can also create new Care Cases and new Care Log entries directly in Care Connect, saving them a visit to the Platform!
Sections
- Dashboard: Your at-a-glance, dynamic summary of Care Cases for the past two years. This includes the status, KPIs, and Care Case statistics.
- Care Case Details: A deep-dive into a selected Care Case, including visibility to Care Log entries and Prayer Requests. You can see the Contact associated with the Care Case, as well as their Household, including images and a map! Open a new Care Case, edit a Care Case or Care Log entry, or close a Care Case.
Actions
Care Connect empowers your staff to manage Care Cases. With the appropriate security role, users can:
- Close the Care Case and watch your church's Care Case statistics improve on the dashboard.
- Open a new Care Case for anyone from the dashboard OR for the contact associated with the Care Case open in Care Case Details.
- Create a new Care Log Entry for the Care Case open in Care Case Details.
- Edit an existing Care Log Entry for the Care Case open in Care Case Details.
- Send an Email or Text Message to anyone in the Household associated with the Care Case (assuming they have an email address or mobile phone number on their Contact record).
To learn about the required security roles for Care Connect, see Get Started with Care Connect.
A few other things to know:
- If you edit a Care Log entry, this updates the existing Provided By field on the Household Care Log record to the authenticated user.
- The Date Provided is set when you create new Household Care Log entries. But only the Action Date updates when you edit.
- See your church's logo at the top of Care Connect? It's the default file attached to your Domain record.
Tip: Want to see this application in action? Check out the Managing Care Like a Pro webinar in the MinistrySmart Academy!