I am actually a parish nurse through a local hospital system. The hospital provides parish nurse training and monthly meetings. I was hired by the pastor, though, not the hospital (I wasn't a member of this church before I started this job). The pastor formally introduced me at services and dinners.
Basically, I did alot of education about parish nursing when I first started - office hours, what services I provided, etc. I put announcements in bulletins, made speeches at fellowship dinners, etc. I have a bulletin board where I put all sorts of information.
I did a congregational health study when I first arrived - passed it out on Wednesday night (that's when the largest number of parishioners come). It was a 2 page questionnaire asking about demographic info (age, sex),health concerns (weight loss, spiritual counseling, etc) and I arranged speakers and got information on the top scoring topics (weight loss is a very hot topic!).
I do a holistic assessment like you described when I do home visits. It usually takes me more than 1 visit to get all the info, though, and I do keep a file on my homebound clients, and just add info as needed. I usually keep a big file on just the homebound clients - otherwise, I use index cards to remind me to call a person about their test results, etc. My memory isn't as good as it used to be
I do a monthly report for my pastor and the hospital with the kind of information you were mentioning. Our reports get sorta detailed, though - # of phone calls, hospital visits, home visits, emails, informal contacts, blood pressure clinics, etc.
Sounds like you already have a great idea of where you want to be and how to get there!
Let me know how it goes!