Setup
Family portal settings
Turn the family portal on and choose which areas caregivers see, such as appointments, home programs, journal, messages, shared files and billing.
The family portal is off until you turn it on. Go to Setup > Family portal.
- Turn on the family portal: staff can then invite caregivers from a chart's Family portal section. While it is off, invitations cannot be sent and caregivers cannot sign in.
- What families see: turn off any area your clinic does not use: Appointments, Shared files, Home program, Journal, Messages and Billing. An area that is off disappears from every family's portal.
Areas that belong to a discipline module show its badge and list only while your clinic has that module, such as Progress summaries for applied behavior analysis.
Click Save Changes.