My care list

My care list is where the pastoral work actually happens, so it names people. It shows a stacked card per household — the adults, the children, contact details — ordered by how far their pattern has slipped. It never shows a dollar amount or an individual gift, only rhythm.

It opens on the households assigned to you, because this is your working queue rather than a report. The view switcher shows how many households sit in Assigned to me, Unassigned and Everyone, so you can look wider whenever you need to. Handing work out in bulk lives on Assignments instead, though you can still pass a single household on from its card.

Every household is tagged with what changed, and a household can carry several tags at once: Multiple Changes, Attendance Change, Connection Change, Follow-Up Due, New / Recent Contact and Giving Change. The tags across the top filter the list, and the counts next to them tell you how much sits behind each one. There is no risk score anywhere — a card says "3 recent signals", meaning three things moved, not that anything is wrong.

Each card reads top to bottom like a short briefing. The household name and campus sit at the top, with the strongest signal tag prominent beside it and any supporting tags quieter underneath. "What changed" is the heart of the card: it names each behavioural change and the window it covers — for example attendance over the last 60 days, or a giving rhythm compared with the household's own past. Figures appear only when they are real; the card never invents one. Follow-Up Due is workflow, not a signal — it means somebody took the household on and no contact has been recorded since, so a household can be simply Follow-Up Due with nothing else changed. New / Recent Contact is an opportunity for intentional follow-up, not a concern.

Missing information is not a signal. A quieter Context line notes things like no giving on record, no notes or no survey context — useful to know, but it never counts as a change and never adds to the signal count. "3 recent signals" means three things were actually observed moving; click it to see them. A separate "Pastoral action" line shows who the household is assigned to and what follow-up has been done, because what the data shows and what your team has done are different questions. "More detail" on a card expands the full context, a dated timeline of the recent signals, and the group leaders who already know the family.

Your first three households: the first time a Pastor or Staff member opens this page carrying nobody, the list is replaced by a short panel of the households most in need of attention, with three of them already ticked. Claim them and they become your queue — the first one opens straight into its context panel so you know what to say. Claiming is only a record of who is looking after a family: the household stays on the list, the reason it surfaced does not change, nothing is resolved, and no email goes out when you take a household for yourself. You can share a household a teammate is already carrying, or choose "Not now" — the panel comes back on a later visit if you still carry nobody, and never again once you do.

New to Pastoral care? The first time a pastor, staff member or admin opens any Pastoral care page after the first sync, a short five-step tour walks through the weekly rhythm: the care list, logging touchpoints, the household ledger, handing off, and themes. It follows you across the pages, and you can skip it anytime. To see it again, open /care?tour=1.

The whole screen rests on one distinction. Disciplytics detects a signal. Planning Center supplies pastoral context. Surveys supply congregational context. A rule-based suggestion proposes a possible next step, and AI can help word a message. The pastoral judgment about what is actually happening in someone's life is yours, and the app never makes it for you.

Individual signal

What the data directly observed — a giving rhythm that changed, no active group, no recent serving, children who stopped checking in. Nothing more.

Planning Center context

Notes your team already wrote in Planning Center, from the last 90 days only. Context for the conversation; it never puts anyone on this list.

Congregational context

Aggregate survey findings for cohorts a household falls into, such as married women aged 30-44. It describes the group, never the person, and it never puts anyone on this list.

Suggested next step

A suggestion assembled from the signals by a fixed set of rules — not an AI conclusion and not a diagnosis. On the card it sits below a divider, clearly separate from the evidence above it.

Giving Change is judged against each household's own habit, not a fixed calendar. We take the median number of days between that household's gifts over the last two years, then compare it with the days since the last gift. Extended quiet means at least 90 days and four times the usual gap or more (a single gift followed by 90 quiet days counts too); three to four times the gap, and two to three times the gap, are smaller changes. There are no Safe / Warning / At Risk / Inactive labels anywhere on the screen — only the change itself, and how many changes were observed.

A household with no giving on record never gets a Giving Change tag. There was never a pattern to change, so "no giving on record" is missing information and appears on the quieter Context line instead.

The other two behavioural tags come from participation, and each one names exactly what moved.

• Connection Change — nobody in the household is in an active group, or nobody has served in the last 180 days after having served before. Households that never served are never counted against for it.
• Attendance Change — children on the roster have no check-in in the last 180 days. This is the only attendance behaviour on record today, and households with no children are never counted against for it.
• Follow-Up Due — workflow, not data: somebody was assigned and no contact has been recorded since the most recent assignment. Recording outreach, marking done or dismissing clears it.
• New / Recent Contact — the household was first recorded in Planning Center within the last 90 days. An opportunity for intentional follow-up, not a concern.
• Multiple Changes — several independent behavioural signals moved in the same period. It is shown first because it is a stronger signal, never because the household is in trouble.

View Context opens a focused panel in the same four sections, so you can always see which category a piece of information came from. Nothing is blended into a single confident conclusion, and the app deliberately says "attendance has changed" rather than guessing that somebody is lonely, struggling or drifting.

Draft Message

Opens the outreach composer. Choose email, text or a phone-call prompt, see and toggle exactly which context feeds the draft, then let AI write a warm, short check-in.

What the AI may write

A human, concise note that invites conversation. It may not mention giving, analytics, care status, survey results, Planning Center notes or AI, and it may not claim to know how anyone feels. A draft that breaks any of those rules is rejected and rewritten before you ever see it; if three attempts fail, you get a refusal instead of risky text.

Review before sending

Nothing is ever sent for you. Regenerate, edit freely, then send from your own email client or phone. The card records the handoff, not the message.

Follow-up menu

Add Note, Snooze (a week, a month, three months or a date you pick), Done, and Dismiss. Snoozed and dismissed households leave the queue and come back on their own, and the Snoozed & dismissed view lists them at any time so you can put one straight back on the queue.

Assign to a teammate

Hand a household to whoever should make the call. Anyone on the team can assign, several people can share the same household, and each new person gets an email letting them know. Assigning changes nothing about the signal — it only says who is looking after this family.

Who already knows them

Each card, the context drawer and the assign dialog list the active groups the adults in the household belong to, along with each group's leader and their email or phone from Planning Center. A group leader is often the closest relationship the church has, so they are usually the better first call. Leaders are shown as contacts only — households are still assigned to people who have a Disciplytics login, and the assignment email repeats the same group and leader line. When Planning Center has no leader recorded, it says so instead of guessing.

Record an outcome

In the follow-up history: had a conversation, connected to a group, requested prayer, no response, and so on. Optional, and only you can record it.

Sending a message is not a resolution. The signal stays exactly where it was until someone records an outcome, because an email tells you what your team did, not what is true about a family.

1. 1Start with the category tags across the top: Multiple Changes shows the households where several things moved at once, and Follow-Up Due shows work that is waiting on your team.
2. 2Turn on "Only households missing a connection" under More filters to find the families with nothing else holding them, and start there.
3. 3Open View Context on a card: read why they surfaced, skim any recent Planning Center notes, glance at congregational context, then read the suggested action.
4. 4Draft a message, edit it until it sounds like you, send it, and note what happened — or snooze the household to a date that makes more sense.

Include households with no current signal

Next to Snoozed & dismissed. Widens the list to households nothing has surfaced, for when you want to see everyone in the view rather than only the changes.

Giving + connection

Under "More filters". The default. Orders households on giving rhythm after the connection and attendance signals have been taken into account.

Donation patterns only

Under "More filters". Orders purely on giving rhythm. Connection and attendance changes are still listed beside each household for context.

Only households missing a connection

Under "More filters". Narrows the list to households with at least one connection or attendance gap. Use it with either mode.

Campus filter and search

The campus filter at the top of the app applies here; the search box matches a name, email or phone so you can find a specific family.

Export CSV

Downloads exactly the rows currently shown, with the reasons and contact details, for handing to whoever makes the calls.

Because this screen names people, treat it like your church directory and invite only staff and leaders you would trust with contact details. Admins, Pastors and Staff see every household; Volunteers see only the households assigned to them. Anyone on the team can snooze, dismiss, mark done, record outreach, assign a household and draft a message. Planning Center notes and the private pastoral notes your team writes here are Admin and Pastor only; Staff and Volunteers see the signals and the aggregate context but never that private material. Survey findings are only shown for cohorts above the five-response floor, and an individual's own survey answers are never shown to anyone — not even when they belong to the cohort on screen.

Where to click: Pastoral care → My care list