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Inviting families to the portal

3 min read

The family portal gives whānau real-time access to daily notes, activity updates, photos, and care information about their loved one. Here's how to set it up.

Prerequisites

Ensure the resident's profile is complete, including emergency contact details with email addresses. Each family member needs a valid email to receive their invitation.

Sending an invitation

Open the resident's profile and go to the "Family" tab. Click "Invite Family Member." Enter their name, email, and relationship to the resident. An invitation email is sent automatically with a secure link to create their account.

What families can see

Family members see daily care notes, medication updates, upcoming activities, photos, and general wellness information. They cannot access clinical records, financial information, or data about other residents.

Managing access

You can revoke or resend invitations from the same Family tab. If a family member's contact details change, update them in the resident's profile to ensure continued access.

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