Get Started with Care Connect
Ready to get this powerful tool into your care team's hands? Here's a checklist to get started:
Assign Security Roles
- Care Connect Case Administrator
- Can add new Care Cases.
- Can edit all Care Cases.
- Can close all Care Cases.
- Can view all Care Cases.
- Can add and edit all Care Logs.
- Can assign Care Case Managers to Care Cases. Note: Users with a Case Administrators role can view all Care Cases in Care Connect, even if you apply a Global Filter. If you're in a diocesan instance, you might not assign this role to someone in a parish.
- Care Connect Case Manager
- Can close Care Cases assigned to them.
- Can view Care Cases assigned to them.
- Can add and edit Care Logs assigned to them.
- Care Connect Case Viewer:
- Can see all Care Cases.
- Cannot add, edit, or close Care Cases that are not assigned to them.
Here's another way to look at the Care Connect permissions by security role:
| Action in Care Connect | Case Administrator (All cases) | Case Manager (Only cases they're assigned to) | Case Viewer (All cases) |
|---|---|---|---|
| Add New Care Case | |||
| Edit Case | |||
| Close Case | |||
| Add and Edit Care Log | |||
| Send Message |
Configure Texting for Care Connect
Your Care Team can communicate with their people through text message using the New Message Tool!
- Connect your preferred Outbound SMS Number to any programs you want to use for Care Connect by updating the SMS Number field on the Program record, OR
- Assign or update any Care Case with a program that has a configured SMS Number.
Care Connect uses the API for texting, so make sure your API User's security role has a texting quota limit. If it's zero, the API can't send any text messages.
Update Your Configuration Settings
Review the CLOUDAPPS, DefaultCareProgramID configuration setting and update the Program ID to your church's value. Upon deployment, the Program ID is set to "1" or the lowest possible value in each system.
Configure Your System for Mapping
You need to add your CloudApps URL as a new "Referrer" API Key under Website Restrictions in your Google account. List each site as a separate Referrer under Website Restrictions. Add a new item for CloudApps. Without this, mapping will not work. See Find Your Cloud URL for Connect Suite & Template Editor to find your base Cloud URL, and see Google Maps API Key for directions on adding the new exception.
Turn Off the Existing Process
You need to turn off the Household Care process. If you leave the Household Care process on, tasks and emails assign to users to "Complete" through the Platform. You do not need to set the Care Case Assigned process because it comes enabled.
Decide How You Want to Handle Notifications
The link in the Care Case notification directs users to Care Connect when Care Cases are added, updated, or closed. They also relay information for Care Cases that occurred in the last 24 hours and for any Hospital Care Case Types that are open or have been added, updated, or closed in the last 24 hours. You can turn this off or add text at the top of the notification email encouraging users to check out Care Connect.
It may also be useful to let your care providers know how they can save the link to Care Connect on their phone's home screen. You can find the instructions online by searching the internet for the phone type along with "add webpage to home screen".