Feature Updates 03/13/2026

Never Lose a Member Again: AI-Driven Pastoral Care & Risk Intelligence — Part 3 of 7

What's New

The old way: manually checking lists, hoping someone notices when a member drifts away. The new way: the system alerts you. Care Assessment is your pastoral care command center — a proactive, smart system that catches members before they slip through the cracks. It watches each member's giving patterns and flags when someone might be drifting. Four care levels help you prioritize: Healthy, Gentle Check-in, Personal Outreach, and Priority Care. Combined with AI-generated next steps that feel like your personal pastoral advisor, you get a single view of care status, suggested actions, and recent touchpoint history. Any administrator can prioritize outreach, understand risk factors, and take informed action without leaving the member's profile. Never lose a member again.

Where to Find It

Go to Giving > Donors & Users > click any name > Profile. Scroll to the Care Assessment section. Any administrator can access this view.

Your At-a-Glance Care Status

A full-width, color-coded panel anchors the Care Assessment section and gives an immediate visual signal of the member's care status.

Background Color: Green (Healthy), Blue (Gentle Check-in), Amber (Personal Outreach), or Red (Priority Care)
Heart-Handshake Icon: Visual identifier for the care section
Risk Tier Badge: Text label matching the color tier
Care Priority Badge: Score 0–100 with descriptive label
AI Detail Text: Contextual explanation of the current status

Why it matters: Pastoral teams need to triage members quickly. The color-coded Status Hero lets you scan profiles and identify who requires immediate attention versus routine check-ins, reducing decision time and ensuring high-risk members are not overlooked.

Key Care Metrics

The key numbers that inform care status are displayed for transparency.

Days Since Gift: Days since the member's last donation — Green (≤45), Amber (46–90), Red (>90)
Total Notes: Count of care notes on file
Care Priority: Composite score 0–100 with label
Overdue Ratio: Fallback metric when ratio cannot be computed

Why it matters: When the system flags someone for Priority Care, you can see the contributing factors before reaching out. Transparency helps you approach each member with confidence and context.

How the Four Care Levels Work

The smart system classifies members into four tiers based on their giving patterns relative to what's typical for them.

Healthy: Giving is on track with their usual pattern — Green
Gentle Check-in: Slightly behind their typical cadence — Blue
Personal Outreach: Noticeably behind; a personal touch is warranted — Amber
Priority Care: Significantly behind; needs attention soon — Red

The system normalizes risk across members with different giving cadences. A weekly giver who has missed two weeks and a monthly giver who has missed two months both surface appropriately, ensuring fair and consistent prioritization. Members with no giving history or very few gifts are handled with care so new or occasional givers aren't over-flagged.

Why it matters: You get a clear, consistent way to prioritize who needs attention first — without guessing or manually comparing lists.

Your Personal Pastoral Advisor: AI Suggested Next Steps

AI Suggested Next Steps presents 2–3 numbered, prioritized actions generated from the full member context. The first step is visually emphasized as the primary recommendation.

Loaded: 2–3 numbered actions, first step emphasized
Loading: Placeholder while suggestions are generated
Empty: Placeholder when no suggestions are available

Actions are generated from the complete member profile, including giving history, engagement patterns, notes, and care metrics — like having a personal pastoral advisor who knows the full picture.

Why it matters: Staff often know a member needs attention but struggle with what to do next. AI-generated next steps reduce friction and ensure consistent, context-aware recommendations across the care team.

Care Timeline

Recent care activity and quick access to logging and viewing notes.

Last Care Touchpoint

Type: Category of the last touchpoint (e.g., call, email, visit)
Date: When the touchpoint occurred

Recent Care Notes

The five most recent care notes are displayed with:

Type Badge: Category label for each note
Text: Note content or summary
Date: When the note was logged

CTA Buttons

Log a Care Note: Opens the Notes tab or note-entry flow (green, primary)
View All Notes: Navigates to full notes list

Why it matters: Care continuity depends on knowing what has already been done. The timeline prevents duplicate outreach and ensures staff can pick up where a colleague left off. The prominent "Log a Care Note" button encourages documentation immediately after interactions.

Working with the At-Risk Report

Care Assessment shares the same underlying insights as the Stewardship Pastoral Care (At-Risk) report.

End-to-End Workflow

At-Risk Report identifies members who need attention (Go to Reports > Stewardship Pastoral Care)
User Profile provides full context (Care Assessment, Giving, Notes)
Notes tab logs the interaction
Score updates reflect the new touchpoint in subsequent views

Why it matters: The integration creates a seamless pastoral care workflow. Staff can move from list-based identification to member-specific context to action and documentation without switching tools or losing context.

Quick Start

Go to Giving > Donors & Users and click any member's name.
Open their Profile and scroll to Care Assessment.
Check the color-coded Status Hero and AI Suggested Next Steps, then log a care note after any outreach.

At a Glance

Color-coded Status Hero (Healthy, Gentle Check-in, Personal Outreach, Priority Care): Triage members at a glance and focus on who needs attention first
Key metrics: Days Since Gift, Total Notes, Care Priority: Understand why someone was flagged before you reach out
Four care levels based on giving patterns: Prioritize outreach fairly and consistently
AI Suggested Next Steps (2–3 prioritized actions): Know exactly what to do next, like a personal pastoral advisor
Last Care Touchpoint and Recent Care Notes: Avoid duplicate outreach and pick up where colleagues left off
Log a Care Note and View All Notes buttons: Document interactions quickly and keep care history in one place
Integration with Stewardship Pastoral Care report: Move from report to profile to action without losing context