home

MinistryPlatform

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

Show Page Sections

thumbnailMinistryPlatform

Care

Care Cases & Household Care Log

Care Cases and Household Care Log entries work together so you can manage care for your community.

Think of a Care Case record as a summary of the overall situation, while a Household Care Log record tracks the individual interactions within that situation. For example, the single Care Case of "Aaron Smith's Broken Leg" may have several Household Care Log entries that record the various phone calls or visits made to Aaron during his recovery.

  • You can assign Care Cases to a Care Manager who oversees the case as a whole, whether they provide care themselves or oversee those providing care.
  • Admins and managers can manage Care Cases in CareLife.
  • Household Care Log entries can also be added through your Check-In Kiosk using Family Notes.

Initial Setup for Care

  • A SPoC must complete one-time initial setup to insert some of the drop-down lists in Care Cases and Household Care Log entries.
  1. Go to Care Cases > Care Case Types.
  2. Create or edit Care Case Types. Use these categories for Care Cases.
    Death in the Family, Physical Injury, Marital Issues, New Mother Care
  3. Go to Care Cases > Case Types.
  4. Create or edit Care Types. Use these categories for Household Care Log entries.
    Household Visit, Hospital Visit, Benevolence, Phone Call, Check-In Note
  5. Go to System Lookups > Care Outcomes.
  6. Create or edit Care Outcomes. Use these categories for Household Care Log entries.

Create a Care Case Record

  • You can have a custom field for Contact added to the Care Case record. Contact Support for help.
  1. In MinistryPlatform, go to Care Cases > Care Cases.
  2. Click New Care Case.
  3. Enter the necessary details.
  4. Click Save.

Add a New Care Case

Care Case Administrators can add new Care Cases through Care Life. The Care Case Manager can add a Care Case to one of their Care Households.
  1. In Care Life, go to your dashboard.
  2. Click + near the top.
  3. Provide the details.
  4. Click Save.
portal
MinistryPlatform

Last updated: October 30, 2024