The family portal has been given a lick of paint, and had a few new features added.

Notes & Tasks

You can optionally choose to allow family members to view notes & tasks for a visit. This is disabled by default, and must be enabled through Settings > Family Portal.

Viewing multiple clients

You can now grant a family member access to multiple clients within the system. The process for granting access has changed slightly.

Within the client's profile, open the Family Module tab and click the + icon. You will now need to enter their login email address first. This is so we can check whether they're already present on the system, or whether to set up a new account for them.

 

carelinelive.test_family_visits_upcoming_iPhone_6_7_8___1_.png