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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 summarizing the overall situation, and a Household Care Log record as recording the individual interactions within that overall situation. For example, the single Care Case of "Broken Leg" for Aaron Smith may have several Household Care Log entries that record the various phone calls or visits made to Aaron during this recovery.

  • Care Cases can be assigned to a Care Manager who oversees the case as a whole (whether providing care themselves or overseeing those providing care).

  • Care Cases can be managed in CareLife.

Initial Setup for Care

  • A SPoC must complete one-time initial setup to populate some of the drop-downs in Care Cases and Household Care Log entries.
  1. Go to Care Cases > Care Case Types.
  2. Create or edit the necessary Care Case Types. These are the categories used for Care Cases, such as a death in family, physical injury, marital issues, and new mother care.
  3. Go to Care Cases > Case Types.
  4. Create or edit the necessary Care Types. These are the categories used for Household Care Log entries, such as household visit, hospital visit, benevolence, phone call, and Check-In Note.
  5. Go to System Lookups > Care Outcomes.
  6. Create or edit the necessary Care Outcomes. These are the categories used for Household Care Log entries.

Create a Care Case Record

  • The Contact field on the Care Case record is a custom field that can be added to your system. Contact Support to get started.
  1. In MinistryPlatform, go to Care Cases > Care Cases.
  2. Click New Care Case.
  3. Enter any 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.