Family Portal (Agency) Overview

The Family Portal allows connected family members to view Patient demographics, address, visit and task information. It is the Agency’s responsibility to ensure their internal policies for granting access to this information meet all relevant privacy and security regulations. HHAeXchange Client Support, under no circumstances, is permitted to add or edit Family Portal accounts or settings.

Agencies can create accounts for a Patient’s family members and advocates via the Family Portal, where the group can post messages concerning the Patient’s care and condition. Family members and advocates can also send messages through the Family Portal directly to the Agency. This category covers the Family Portal functionality configured and managed in the HHAeXchange system including how to register family members to the Portal as well as sending announcements at an Agency level.

Key Terms and Definitions Closed

Term	Definition
Patient	Refers to the Member, Consumer, or Recipient. The Patient is the person receiving services.
Caregiver	Refers to the Aide, Homecare Aide, Homecare Worker, or Worker. The Caregiver is the person providing services.
Provider	Refers to the Agency or organization coordinating services.
Payer	Refers to the Managed Care Organization (MCO), Contract, or HHS. The Payer is the organization placing Patients with Providers.