The Family Portal is a great way for your client's loved ones to stay up to date with the care that is being provided, lowering customer service burdens on key staff and better evidence of care delivery to help lower complaints from families.
Find out more about how the Family Portal works here.
Once you’re ready to invite a family member to the app, follow the simple steps below:
Step 1: Make sure you have the family member’s email saved into the client's profile
You can add their email address by pressing ‘Edit profile’, adding their details and then pressing ‘Save’ if they don't already have one.
Step 2: Click on ‘Create Invite’
You’ll want to make sure that you have consent from the client. If they lack capacity, a best-interest decision should be made.
Step 3: Double check all their details are correct and tick that you have permission, then send the invite
There is also an optional space to add extra details on why you’ve invited this person.
A signup email will now be sent to their email address. They might want to check their junk/spam mail just in case. You can also resend the email to them at any time.