Invite Family to the Portal
The family portal lets a client and their family follow care online at app.hailocare.com, with no app to download. Your office decides who gets in and what each person sees.
Video coming soon
What you’ll learn
- Invite a family member to follow a client's care
- Choose what each person can see and do
- Resend, change or remove someone's access
Step by step
Open the client
Choose Clients and open the client. People with access on their Overview lists everyone who can follow their care. If you do not see it, the family portal is not turned on for your agency yet.
Invite someone
Make sure Online access is on for this client, then choose Invite. Enter their name, email and who they are, such as Daughter or Spouse or partner.
Choose their permissions
Turn on what they can use: Visits (schedule, visit times, tasks and caregiver notes), Messages, Documents and Billing.
Send and manage
Send the invite. They get an email to sign in. From People with access you can resend an invite, change what someone sees, or remove their access.
