Opening and working a care case

A care case holds an ongoing pastoral relationship — a homebound communicant, a grieving family, a hospital stay — with a log of each touch so the whole team can carry it together.

Open and work a case

• 1. Open Care → Care cases and start one: choose the person (or type a name), the kind (anointing, grief, homebound, hospital, other), and the reason.
• 2. As you minister, log events — a visit, a call, communion, an anointing, a note, a Mass card.
• 3. Close the case when the need has passed; closed cases stay on record.

Death anniversaries

The Care tab also surfaces death anniversaries in the coming days — a prompt for a card, a Mass, or a call to a family that is remembering.

Tips

• Recording an anointing can, in one step, add the person to the sick list, open a care case, and log the event.
• Care detail stays within the team; it is never shown in the parishioner portal.
• Cases often begin from a Narthex note.