Family members and guardians can have their own portal access to stay informed about care. Learn how family access works.

Who Can Have Access

Authorized Users

Family members can access if:

You authorize them
Provider sets up access
They create an account

Types of Relationships

Common authorized users:

Parents or guardians
Adult children
Spouses
Legal representatives
Other family members

Getting Family Access

Requesting Access

To add a family member:

Tell your provider
Provide their information
Provider sends invitation
They create account

What They Need

For setup, family provides:

Name
Email address
Relationship to you
Phone number

Family Member Permissions

What They Can See

Depending on settings:

Your schedule
Service notes (if allowed)
Shared documents
Basic information

What They Can Do

Authorized users may:

View your schedule
Send messages
Request changes
Access documents

What's Restricted

Family members typically can't:

See all internal notes
Access billing details
Change your care plan
Override your decisions

Managing Family Access

Viewing Authorized Users

In your settings:

See who has access
Their permission level
When added

Changing Access

To modify access:

Contact your provider
Request changes
Add or remove users
Adjust permissions

Removing Access

If someone shouldn't have access:

Contact provider
Request removal
Access ends immediately

For Family Members

Creating Your Account

When you're invited:

Check email for invitation
Click the link
Create password
Log in

Using the Portal

As a family member:

View schedule
Read shared notes
Send messages
Stay informed

Your Role

Family members can:

Support care coordination
Stay informed
Communicate with provider
Help with planning

Multiple Family Members

More Than One

Multiple family can have access:

Each has own login
Different permission levels
All see same information

Coordinating

When multiple family involved:

Use portal for updates
Share consistently
Reduce repetitive questions
Coordinate care support

Communication Through Portal

Messages

Family members can:

Send messages to provider
Receive updates
Ask questions
Coordinate care

What to Communicate

Good topics for family:

Schedule questions
Care concerns
Coordination needs
Updates about client

Privacy Considerations

Client Privacy

Even with family access:

Client's rights come first
Some info may be private
Client can limit sharing
Respect boundaries

Your Control

You can:

Choose who has access
Decide what they see
Remove access anytime
Set boundaries

When Family Changes

Adding New Family

If someone new needs access:

Inform provider
Provide their details
They receive invitation

When to Remove

Remove access when:

No longer involved in care
Relationship changes
They request removal
You prefer privacy

Common Questions

Can Family Make Decisions?

Depends on:

Legal authority
Your preferences
Type of decisions
Provider policies

What If I Disagree?

If family and you disagree:

Your wishes come first
Discuss with provider
Set clear boundaries
Communicate openly

Is Family Access Required?

No - family access is optional:

You control who sees what
You can have no family users
It's your choice

Help Center

Family Member Access