Care Case Details provides a deep-dive into the selected Care Case, including visibility to Care Log entries and Prayer Requests. Even better? You can update or create new Care Case entries or open a new Care Case. Need to go back to full list of Care Cases? Just tap that "CareLife Dashboard" button!

• Care Case Details: Everything you need to know about the current care case.
  • Header/Title: [Household Name] | [Care Type] | [Start_Date]
  • Care Case Type: Select from your church's Care Case Types.
  • Start Date: The date the Care Case was opened.
  • End Date: The date the Care Case was closed.
  • Status:
    • New: Care_Case.Start_Date is no more than fourteen days old.
    • Open:
      • Active - Has current, incomplete Household Care Log entries (Action_Date is in the future and Completed = False) and End_Date is Null or in the future.
      • Lapsed - Has overdue, incomplete Household Care entries (Action_Date is in the past and Completed = False) and End_Date is Null or in the future.
      • Needs Review - All Household Care Log entries are marked complete (Completed = True) and End_Date is NULL or in the future. Note: Only Care Case Administrators can review and close a Care Case.
    • Closed: Care_Case.End_Date is in the past.
  • Description: A description of the care that needs to be provided.
  • Case Manager: The default image attached to the Case Manager's Contact Record will be displayed, if available.
• Household Care Log: The associated Household's Care Log. Defaults to show incomplete and overdue Care Log entries. Check "Show Completed" to include completed care log entries.
• Prayer Requests: A read-only list of prayer requests associated with the Care Case, displayed newest to oldest. Note: Prayer requests with visibility "1-Private" will not be displayed.
• Needs: A read-only list of any Needs associated with the Care Case, displayed newest to oldest.
• Contact Information: An overview of the demographic information available for the Contact assigned to the Care Case. Tap the Contact's name under the image to see available information, including email address, phone number, Congregation, Participant Type, and more.
  • Image:
    • If available, the default image attached to Care Case’s Contact will display.
    • If there is no image attached to the Care Case's Contact, the default image attached to the Care Case’s Household will display.
    • If there is no image attached to the Care Case's Household and there is a map available, the map will display the full width of the panel.
    • Map:
      • If the Latitude/Longitude available, the Care Case's location map displays. Note: Maps are added as part of CloudServices Geocoding Utility.
      • If the Care Case's Latitude/Longitude are not available, the Household's address displays.
      • If neither the Latitude/Longitude of the Care Case nor the Household's address are available, the Household's address will display.
        
• Household Information: An overview of the demographic information available for the Household associated with the Care Case.

Actions

From Care Case Details

• Close the Care Case: Select close from the drop-down menu. You'll be asked to confirm this selection. Sets End_Date field on the Care Case record.
• Open a New Care Case: Select Add New Care Case from the drop-down menu. A new dialog box opens so you can provide all the details.
  • Household: Household of the currently open Care Case that should receive care.
  • Contact: Contact of the currently open Care Case who should be contacted.
  • Care Case Type: A drop-down list sourced from Care Cases > Care Case Types.
  • Start Date: Approximate date this Care Case began. Added by User.
  • End Date: Approximate date this Care Case was resolved. (Not available when adding a new Care Case.)
  • Case manager: A list of Users who have either the Care Case Manager or Care Case Administrator security role will be available in the drop-down menu. Added by User.
  • Description: An explanation of the Care Case. Added by the User.
  • Location: A drop-down list sourced from Facilities > Locations, from which to select where the in-person care should occur. If a location is not selected, care will occur in the Contact's home.
  • Program: Set based on the value in DefaultCareProgramID. (Not available when adding a new Care Case.)
    

From Care Log Entries

• Close the Care Case: Select close from the drop-down menu. You'll be asked to confirm this selection. Sets End_Date field on the Care Case record.
• Open a New Care Case: Select Add New Case from the drop-down menu. A new dialog box opens so you can provide all the details.
• Edit an Existing Care Log Entry: Tap the pencil to edit a current Care Log entry.

From Contact Information

• Send an Email or Text Message: Tap the paper airplane icon to send an email or text message to anyone in the Household associated with the Care case (if they have an email address or mobile phone number on their Contact record).
  • See CareLife to make sure your church is set up for texting.
  • Messages are outbound only and are logged in the Platform.
  • You'll see a confirmation message after the email/text is sent and a Household Care Log entry will be created.