Family Portal Global Management
Family Portal Global Management function is used to setup user accounts for family members, broadcast notifications, and review activity in the Family Portal.
Use the Registered Family Members page to enter new family members and search for existing ones. To Add a member, click the Add button or click the Edit link to update an existing member. Use the search filters to locate an existing member.
In the Add Family Member to Portal window, complete the required fields for the new Family Member. Click Save.
|
Field |
Description |
|---|---|
|
*First/Last Name |
(Required) Enter the First and Last Name in respective fields. |
|
*Email Address |
(Required) Enter the provided email address. |
|
*Username |
(Required) Enter a unique user name. The system alerts of username availability. |
|
Phone Number |
Enter a contact phone number. |
|
*Connect to Patient 1 |
(Required) Connect the family member to a Patient. A single family member can be connected to as many Patients as necessary. |
|
Status |
Select Active to activate. |
|
Note |
Enter notes if/as needed. |
The Announcements section is used to review past announcements and send new ones. Use the search filters to locate a past announcement or click the Add button to create a new one.
In the New Announcement window, complete the required fields. Click Save to send.
|
Field |
Description |
|---|---|
|
*Message Type |
(Required) Select All to send all registered family members or select Private to send to an individual. |
|
*Sent To |
(Required) When sending a Private message, use this multi-select dropdown to select specific family members. |
|
*Priority |
(Required) Select Low, Medium, or High to indicate priority level. |
|
*Subject |
(Required) Enter the Announcement subject. |
|
Post Image |
Click the paperclip icon to attach a document to the message. |
|
Note |
Enter the actual message in the free text window. |
Use the Wall Posts page to review any wall posts made by Family Members or Agency Users. To create a new wall post, go to Patient > Family Portal and click the Add button in the Wall Posts section.
In the New Wall Post window, the Patient’s Name and ID appear on the top bar. Select the Priority level (Low, Medium, or High). Enter the message in the free text window and click Save to post.
