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 click the Open a care case line at the top — it folds open. Choose the person (or type a name), the kind (anointing, grief, homebound, hospital, other), and the reason, then Open the case.
• 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 Death anniversaries tab gathers the anniversaries falling in the next 7 days, or 30 if you widen it — a family remembering, and a reason to reach them.

Click a row and a small composer folds open underneath it. You'll see the living members of that household, so you can choose who it is right to write to, then Email or Text, and a warm word in your own words. One confirm sends it; nothing goes without that confirm.

• Anyone who has asked not to be contacted is never offered, and the number who opted out is simply noted.
• If the person you'd write to has neither an email nor a mobile on file, you get Log the call instead — make the call, then write down what was said, so the kindness leaves a record.
• When no one in the family may be contacted, Vianney says so gently and suggests a Mass intention or a visit instead.

Prayer requests

Public prayer requests arrive on the Prayer requests tab attached to no one. Each is a plain row — the name given, a line of the request, and the time it came in on your parish's clock — and clicking it unfolds the whole request with any contact they left. Mark it We're praying while you carry it, and Close it when the moment has passed; a closed request can be reopened.

Vianney never guesses who a public, unauthenticated submission is about. Once a request has been linked to the right parishioner — Vianney never guesses this from a public, unauthenticated submission — after which it becomes part of that person's Story and can turn into a care case or sick-list entry like any other note.

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 Shepherd Note.