Pastoral Visitations & Automated Case Tracking

The Pastoral Care module coordinates home visitations, hospital visits, spiritual counseling, automated absence alerts, and bulk pastoral follow-up batches.

1. Logging a Pastoral Visitation

1. Navigate to Pastoral Care > Visitations.

2. Click + Log Visit.

3. Select the target Person or Household.

4. Fill in visitation details:

   • Visit Type: Home Visit, Hospital Visit, Bereavement, Counseling, Phone Check-in.

5. Servants / Priests Present: Select attendees.

6. Pastoral Status: Resolved, Follow-Up Needed, Urgent Care.

7. Private Care Notes: Detailed conversation and prayer notes.

8. Click Save Pastoral Entry.

2. Automated Absence Case Workflow

When an automated absence case is generated:

1. The assigned servant receives a notification on their Pastoral Dashboard.

2. The servant contacts the member via phone, SMS, or home visit.

3. The servant updates the case status:

   • Member Sick — Prayer Requested
4. Out of Town / Traveling
5. Personal Support Required — Escalated to Priest
6. Resolved — Returning Next Liturgy

7. Updating the case closes the automated alert.

3. Confidentiality & Security Locks

Pastoral records are protected by strict privacy rules:

• Notes are strictly locked to the assigned Servant, parish Priests, and church Administrators.

• General church members and non-pastoral staff cannot access pastoral case files under any circumstances.