Family Portal (Users) 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.

HHAeXchange has developed the Family Portal to allow Homecare Agencies to better communicate with the families of Patients, as well as to be able to view visit information from/to family members.

Once registered by an Agency, family members and advocates can access the Family Portal where the group can post messages concerning the Patient’s care and condition as well as send messages through the Family Portal directly to the Agency. In addition, family members and advocates can request schedule changes and raise concerns for passed visits. This category covers how family members and advocates access, navigate, and manage in the Family Portal.

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.