home

MinistryPlatform

RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

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 Care Life.
  • 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.
portal
MinistryPlatform

Last updated: November 26, 2024