Welcome to Curanotis! To start using Curanotis to manage your Pastoral Care Ministry, we recommend that you do a little up front planning.

Gather a list of your active clients

Start by pulling together a list of the people you are caring for right now, along with their address and phone information. You'll want to enter them into Curanotis in a little while. (You don't need all of them to get started, as you can always add more later. But when you are learning Curanotis, it can help you to learn by performing the same task over and over, such as entering a new client.)

Set up your Interaction Types

When you interact with clients or their caregivers, you will record that interaction in Curanotis. Curanotis allows you to identify these interactions by type. Several types were created when your organization was first established in Curanotis, but you may prefer to add your own types or make changes to the existing ones. Spend a little time thinking about the kinds of interactions you have with and about clients, and adjust the interaction types list as desired. (This list can also be updated later.)

Set up your Health Statuses

Each client in Curanotis can have an associated health status. Several health statuses were created when your organization was first established in Curanotis, but you may prefer to add your own health statuses or make changes to the existing ones. Spend a little time thinking about what statuses might make sense for your clients, and adjust the health statuses list as desired. (This list can also be updated later.) 

Set up your Physical Address Types

Each physical address in Curanotis has a physical address type. Several physical address types are created when your organization was first established in Curanotis, but you may prefer to add your own address types or make changes to the existing ones. Think about the types of addresses your clients are at, and adjust the physical address types list as desired. (This list can also be updated later.)

Set up your Users

While you can use Curanotis yourself for managing Pastoral Care information, it can very beneficial to provide access to Curanotis by others. Clergy may want access to Curanotis to view client and historical information before a visit. Staff may want access to Curanotis for visit scheduling. And you may want to grant access to volunteers so that you can capture visit history and insights. Think about the people you want to grant access to, and add them as users

Add some clients

You should now be ready to add a new client in Curanotis.