Care Cases & Household Care Log

Basics

  • Care Cases and Household Care Log entries work together to allow you to 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 one Care Case of "Broken Leg" for Aarvin Aardvark may have several Household Care Log entries which record the various phone calls or visits made to Aarvin 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 shared with the group leaders and will be viewed by any leader who has that individual in their group. They will be able to see that information via MobileTools - group manager page. 
  • Care Cases were designed to be managed in MobileTools.

Initial Setup

A SPoC must complete one-time initial setup to populate some of the drop-downs used in Care Cases and Household Care Log entries. To do so:

  1. Go to Care Cases > Care Case Types and create/edit the desired Care Case Types. These are the categories used for Care Cases. Common Care Case Types are death in family, physical injury, marital issues and new mother care.
  2. Go to Care Cases > Care Types and create/edit the desired Care Types. These are the categories used for Household Care Log entries. Common Care Types are household visit, hospital visit, benevolence, phone call and Check-In Note.
  3. Go to System Lookups > Care Outcomes and create/edit the desired Care Outcomes. These are the categories used for Household Care Log entries. 

Creating a Care Case Record*

To create a Care Case in the Platform:

  1. Go to Care Cases > Care Cases.
  2. Click New.
  3. Enter the desired detail (including a Case Manager, if desired).
  4. Click Save.

*You will need to have MobileTools installed in order for the Care Cases page to be created in the Platform.
**The "Contact" field on the Care Case record is a custom field that can be added to your system via professional services.

To create a Care Case in MobileTools:

  1. Go to Person Lookup.
  2. Lookup the desired person.
  3. Click Add > Care Case.
  4. Enter the desired details (note that a Case Manager cannot be assigned in MobileTools; this can only occur in the Platform).
  5. Click Create Care Case.

Managing Care Cases

Care Cases were designed to be managed in MobileTools. However some actions can only be taken in the Platform. These actions can be supported in your church specific scenario by the creation of custom views and/or custom processes.

To assign a Care Case in the Platform:

If desired (optional), you can assign a Care Case to a Case Manager by:

  1. Go to Care Cases > Care Case.
  2. Open the desired Care Case.
  3. Click Edit.
  4. Select the desired Contact in the Case Manager drop down.
  5. Click Save.

To assign a Household Care Log in the Platform:

If desired (optional), you can assign a Household Case Log by:

  1. Go to Care Cases > Household Care Log.
  2. Open the desired Household Care Log.
  3. Click Edit.
  4. Select the desired Contact in the Provided By drop down.
  5. Change the Care Outcome from Pending Assignment to Assigned.
  6. Click Save.

To close a Care Case in the Platform:

Once a Care Case has been worked as desired and no additional Household Care Log entries need to be made, you can close the Care Case by:

  1. Go to Care Cases > Care Cases.
  2. Open the desired Care Case.
  3. Click Edit.
  4. Add the appropriate date in the End Date field.
  5. Click Save.

Creating a Household Care Log Record

A Household Care Log record can be a standalone record like a note made during Check-In or a one-time care interaction. A Household Care Log record could also be one of many Household Care Log records related to a Care Case; as care is given, the Case Manager can add Household Care Log records to track the Care Case. Note that a Household Care Log record marked as Private=True does not show in the Care Case History in MobileTools.

To create a Household Care Log record in the Platform based on a Care Case:

  1. Go to Care Cases > Care Case.
  2. Open the desired Care Case.
  3. On the Care Log sub-page, click New.
  4. Enter the desired details.
  5. Click Save.

To create a Household Care Log record in the Platform:

  1. Go to Care Cases > Household Care Log.
  2. Click New. 
  3. Enter the desired details (including a Care Case, if needed).
  4. Click Save.

In a Household Care Log record:

  • If a specific Contact is associated with the Household Care Log record, the Primary Family sub-page shows the other Household members.
  • If the Household Care Log is part of a Care Case, the Subsequent Care sub-page shows the other Household Care Log records associated with the Care Case. 

Troubleshooting:

If a Care Case is created and causes an error when opening on Mobile Tools, ensure that the Location's address has at least the Street Line filled in.

 

Last Modified: 3/13/2019

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