Client and family portal for home care
What families can see
- Schedule — upcoming and past visits, so families know who is coming and when.
- Care notes — what happened on recent visits.
- Plan of care — the services and goals for their loved one.
- Documents & invoices — agreements to review and bills to pay.
- Messages — a direct line to the agency office.
Private by design
A family portal handles protected health information, so access is scoped to a client’s own records and secured for HIPAA-regulated data. Families see their loved one’s care — and nothing else.
Why it reduces office load
Much of an agency office’s inbound volume is families asking “who’s coming today?” or “how did the visit go?” A portal answers those questions before they become calls, which frees staff and raises family satisfaction at the same time.
Frequently asked questions
What is a family portal in home care software?
A family portal is a secure area where a home care client and their family can see the visit schedule, care notes, plan of care, documents, invoices and messages related to their care.
Is the family portal secure?
Yes. Access is scoped to a client’s own records and secured for HIPAA-regulated protected health information, so families see only their loved one’s care.
How does a family portal help my agency?
It reduces inbound status calls by letting families check the schedule and care notes themselves, which frees office staff and improves family satisfaction and transparency.
Keep families informed, cut the status calls
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