Care Cases in the Platform
You can manage many aspects of Care Cases through Care Connect. But you can only manage some aspects in the Platform. The Care Casses page has some views that correspond to the KPIs that you see in Care Connect, including New Care Cases, Needs Review, Lapsed, and Closed. You can also create custom views and processes to support these actions in your church-specific scenario.
Create a Care Case Record
- You can have a custom field for Contact added to the Care Case record. Contact Support for help.
- In the navigation menu, click .
- Click New Care Case.
- Enter the necessary details.
- Click Save.
Add a New Care Case
- In Care Connect, go to your dashboard.
- Click + near the top.
- Provide the details.
- Click Save.
Assign a Care Case
You can assign a Case Manager to a Care Case. That Case Manager can then manage the Care Case through Care Connect.
- In the navigation menu, click .
- Open the Care Case.
- Click Edit Record.
- For Case Manager, select the Contact.
- Click Save.
Close a Care Case
Close completed Care Cases that don't need any more Household Care Log entries.
- In the navigation menu, click .
- Open the Care Case.
- Click Edit Record.
- Add the appropriate date in the End Date field.
- Click Save.