People & families
A confidential directory for people, households, milestones, and care history.
Keep member, visitor, and household records in one place without turning every personal detail into an all-staff directory. Import from Planning Center or CSV, track relationships and milestones, and keep care context attached to the person who needs it.
- Search and filter people by status, flags, membership details, and PCO profile state.
- Track relationships, households, birthdays, baptisms, anniversaries, and bereavements.
- Keep care requests, forms, care plans, tasks, and notes linked to the person record.
Care requests
A queue for prayer, counseling, visits, benevolence, and follow-up needs.
Receive, document, route, and close the loop on care requests. Assigners can triage incoming needs without seeing full personal information, while care workers see only the requests assigned or granted to them.
- Assignment-scoped queues keep care work focused by default.
- Confidential requests are sealed and visible only to pastors and above.
- Status changes, notes, and access decisions are recorded in the audit log.
Care plans & notes
Structured ongoing care for needs that last longer than one conversation.
Turn a request into a care plan, apply templates, set goals, assign ownership, record SOAP-structured notes, and schedule follow-up tasks so care does not depend on memory or hallway conversations.
- Use care-plan templates for common pastoral situations.
- Write SOAP-structured notes and author-private notes where appropriate.
- Review open plans, goals, resources, and next follow-up dates from one record.
Groups & teams
Small groups, classes, teams, and leaders connected to care records.
Groups help care teams understand who is connected to whom. Leaders and memberships can be managed inside Epimely, and membership changes become part of the person's visible context.
- Track group leaders, members, cadence, and ministry-team membership.
- Use groups as care context without broadening access to unrelated private records.
- Keep group-linked people visible to the right staff within the same tenant boundary.
Milestones & tasks
Birthdays, baptisms, bereavements, anniversaries, overdue tasks, and next steps.
Pastoral care often depends on remembering at the right time. Epimely surfaces upcoming milestones and overdue tasks so the next call, visit, card, or check-in happens when it should.
- See upcoming milestones on the dashboard and dedicated milestones list.
- Assign follow-up tasks with owners, due dates, and linked people or requests.
- Use queues to find assigned people who have not had recent contact.
Planning Center import
One-way directory sync from Planning Center Online into Epimely.
Planning Center can remain the church's directory source of truth while Epimely becomes the confidential pastoral-care workspace layered on top of it.
- Import people, campuses, contact details, relationships, and key PCO metadata.
- Use one-way sync so Epimely never overwrites Planning Center records.
- Link incoming requests to PCO-matched people instead of creating duplicates.
