Getting Started with the Client Portal
Clients & FamiliesClient Portal
Welcome to your CareCade Client Portal. This guide helps you access your schedule, communicate with your care team, and stay informed about your services.
What Is the Client Portal
The Client Portal gives you and your family secure access to:
- View your upcoming appointments
- See who will be visiting you
- Communicate with your care team
- Review shared documents
- Request schedule changes
Who Can Access
Clients
You can access your own information directly.
Authorized Family Members
Family members or guardians can have access:
- Must be authorized by you
- Set up by your service provider
- Has appropriate permissions
- Can help manage your care
Getting Access
Receiving Your Invitation
Your service provider sends an email invitation with:
- Link to create your account
- Instructions to get started
- Contact information for help
Creating Your Account
- Click the link in your invitation
- Create a secure password
- Verify your email if asked
- Log in to the portal
First Login
When you first log in:
- Accept terms of use
- Review your information
- Set notification preferences
- Explore the portal
Portal Overview
Main Sections
- Schedule - Your appointments
- Messages - Communication with team
- Documents - Shared files
- Settings - Your account
Your Dashboard
When you log in, you'll see:
- Upcoming appointments
- Recent messages
- Important notifications
- Quick links
Viewing Your Schedule
Upcoming Appointments
Your schedule shows:
- Who is coming
- When they'll arrive
- How long the visit will be
- What services are planned
Past Appointments
See completed visits:
- When they happened
- Who provided services
- Notes (if shared)
Communicating
Sending Messages
If enabled, you can:
- Send messages to your provider
- Ask questions
- Share concerns
- Request information
Receiving Updates
You'll be notified about:
- Schedule changes
- New messages
- Important updates
Getting Help
Contact Your Provider
For questions about:
- Your services
- Schedule changes
- Care concerns
Contact your service provider directly.
Technical Help
For portal issues:
- Use the Help section
- Contact support
- Reach out to your provider
Tips for Using the Portal
Regular Check-Ins
- Review your schedule weekly
- Check for messages
- Note any concerns
Security
- Keep your password safe
- Log out when finished
- Don't share login info
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