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How can I customise the Family Portal?
How can I customise the Family Portal?

Choose to turn on/off items in the Family App to best fit your Care Service

Anna avatar
Written by Anna
Updated over a week ago

In the Family Portal, we've set up a default list of log and document items that are shown to relatives. You can customise these to better fit your care service by following the steps below.
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Step 1: Go to Settings in the Care Office

Step 2: Choose the Family Portal tab

Step 3: Choose to toggle on/off log and document options

If you choose to toggle something off, it will no longer appear in the Family Portal. If you choose to toggle something on, it will now appear in the Family Portal.

Similar to the carer app, you can choose which log options appear in the app, the ones that are switched on will be the ones the family member will be able to see.

Step 4: Save changes

Families will need to sign out of the app and sign back in to see any changes that have been made.

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