11.0.6 HIPPA Notice Acknowledgement
May 1, 2026
...n a clinical framework and are subject to HIPAA privacy protections. Counseling records are maintained separately from church records and are not accessible to pastors, ministry leaders, or church staff without the clien...
11.0.2 Insurance Billing Guidelines
May 1, 2026
...mentation, which may include clinical notes, treatment plans, and authorization records. A formal appeal letter and all required documentation are submitted within the payer’s appeal deadline. Appeals are tracked until a...
...: Ensures proper financial controls and accountability Maintains accurate donor records for giving statements Protects against fraud, loss, and misallocation of funds Keeps all transactions within auditable systems ...
4.1.3 Introducing Crosspoint Accounting Team
May 1, 2026
...; Shelby - stewardship section, giving records, etc. - Shelby - online giving - ...
...ermanently lost. This can impact ministry operations, reporting, and historical records. Reduced Collaboration Personal storage limits visibility. Teams may end up duplicating work or using outdated versions because they...
5.1.28 When an Employee Leaves
May 1, 2026
...prietary data It does not include member information, financial data, personnel records, or internal communications It aligns with all confidentiality expectations and policies Access to Crosspoint systems will be...
Personal Files vs. Ministry Files vs. Organizational Records To clearly define file types across Crosspoint Church and ensure all information is stored appropriately, securely, and in alignment with operational and legal...
5.1.21 Confidentiality Expectations of Email
May 1, 2026
...sitive information externally. Church data—including member information, giving records, internal decisions, staff matters, or strategic discussions must not be forwarded outside the organization unless explicitly author...
5.1.20 Personal Use of Crosspoint Email
May 1, 2026
...a significant volume of history tied to both daily operations and institutional records. When personal business is conducted through a Crosspoint account, it creates unnecessary complexity and risk—particularly during em...
5.1.5 Personnel Files Storage Guidelines
May 1, 2026
...formation Compliance with legal and regulatory requirements Centralized, secure records management All personnel documentation must be submitted to and retained by HR. If you currently have personnel-related files...
5.1.1 AI Generated Guidelines
Apr 28, 2026
...ails / Personal or family situations shared in confidence / Financial or giving records / Staff or volunteer records 3. AI Tools Connected to Church Systems Require Approval AI tools that connect to church systems must b...
4.5.4 Confidentiality of Tithes and Offerings
Apr 28, 2026
Confidentiality of Tithes and Offerings All financial records related to tithes, offerings, and donor giving are strictly confidential. Access to this information is limited to authorized personnel only and must be handl...
4.5.7 End of Year Giving Statements
Apr 28, 2026
...uld be directed to the Accounts Receivable team member responsible for donation records. Accountability & Stewardship Proper handling and reporting of donations reflects the organization’s commitment to financial int...
4.5.16 Stock Donations
Apr 28, 2026
...the Business Office. Proper documentation is required to ensure accurate donor records and contribution statements. Process Donor expresses intent to give stock. Direct the donor to contact the Accountant for tran...
4.3.2 Central Benevolence Guidelines
Apr 27, 2026
...untability Individuals → Charity Tracker Organizations → Missions tracking Keep records of all assistance and decisions 5. Communication and Giving Clearly communicate benevolence giving options (in-person + digital) Use...
Vehicle Usage Guidelines draft 10 25
Apr 17, 2026
...red safety inspections and preventative maintenance. Vehicle Administration and Records Each campus will designate a Campus Administrator responsible for managing vehicle reservations and scheduling. Campus Facility Cont...